Stripe Dashboard Basics

Navigate your Stripe dashboard to view payouts, manage customers, and access financial reports

Where to find this: stripe.com/dashboard

What the Stripe Dashboard is

The Stripe Dashboard is your payment processor’s control center. While you manage day-to-day operations in CoachIQ, Stripe provides:

• Detailed financial reports
• Tax documents and statements
• Advanced payment settings
• Payout schedules and history
• Dispute and chargeback management

Most tasks happen in CoachIQ. Use Stripe for financial reporting, tax documents, and advanced configuration.

Key areas of Stripe

Home

Overview of your payment activity

Displays:

• Total revenue (today, week, month)
• Recent payments
• Account balance
• Pending payouts
• Quick stats and trends

This is your financial snapshot. Check here to see high-level performance.

Payments

Complete transaction history

View and filter:

• All successful payments
• Failed charges
• Refunded transactions
• Search by amount, customer, date
• Export transaction data

Detailed view of every charge processed through your account.

Customers

Customer database

See:

• All customers who’ve paid you
• Saved payment methods
• Transaction history per customer
• Contact information
• Customer lifetime value

Stripe automatically creates customer records when clients pay through CoachIQ.

Products

Product catalog

Your product library including:

• One-time products
• Subscription products
• Pricing details
• Product status (active/archived)

Products created in CoachIQ automatically sync to Stripe. Changes made in Stripe appear in CoachIQ.

Subscriptions

Recurring billing management

Monitor:

• Active subscriptions
• Canceled subscriptions
• Upcoming renewals
• Failed payment retries
• Subscription changes

Subscriptions created through CoachIQ appear here with full billing history.

Balance

Your available funds

Shows:

• Available balance (ready to payout)
• Pending balance (processing)
• Payout schedule
• Payout history
• Bank account details

Track when money moves from Stripe to your bank account.

What syncs between CoachIQ and Stripe

CoachIQ → Stripe:

• Products you create
• Transactions processed
• Subscriptions started
• Refunds issued
• Customer information

Stripe → CoachIQ:

• Payment confirmations
• Subscription renewals
• Failed payment notifications
• Customer updates
• Payout status

Data syncs in real-time. Changes in one platform appear immediately in the other.

When to use Stripe vs. CoachIQ

Use CoachIQ for

Day-to-day operations:

• Creating and editing products
• Viewing transactions
• Managing subscriptions
• Issuing refunds
• Tracking credits
• Client communication
• Booking management

CoachIQ is your primary workspace for running your coaching business.

Use Stripe for

Financial management and reporting:

• Downloading tax documents
• Generating financial reports
• Exporting transaction data
• Updating payout schedule
• Managing disputes/chargebacks
• Viewing detailed fees
• Advanced fraud settings
• API configuration

Stripe provides financial depth that CoachIQ doesn’t need to duplicate.

Common Stripe tasks

Download tax documents

1. Log into Stripe Dashboard
2. Click Reports in left sidebar
3. Select Documents
4. Download 1099-K or other tax forms

Tax documents available in January for the previous year’s activity.

Change payout schedule

1. Go to Settings in Stripe Dashboard
2. Click Bank accounts and scheduling
3. Select your payout frequency (daily, weekly, monthly)
4. Save changes

First payout always takes 7-10 days regardless of schedule. Subsequent payouts follow your selected frequency.

View detailed fees breakdown

1. Click Balance in left sidebar
2. Select Payouts tab
3. Click any payout
4. See itemized fees: processing fees, refund fees, disputes

This shows exactly what Stripe charged for each transaction.

Export transaction data

1. Go to Payments in Stripe Dashboard
2. Apply any filters (date range, status, amount)
3. Click Export button (top right)
4. Choose CSV or Excel format
5. Download file

Use this for accounting software or custom financial analysis.

Test mode vs. live mode

Stripe Dashboard has two modes:

Test Mode: Use fake card numbers to test payment flows without real money. Toggle Test Mode on to safely experiment with products, subscriptions, and refunds.

Live Mode: Real payments with real money. This is your production environment where actual client transactions occur.

The toggle switch is in the top right of your Stripe Dashboard. CoachIQ automatically reflects whichever mode Stripe is in.

Understanding your balance

Your Stripe balance has two states:

Pending: Money from recent payments that’s still processing. Typically holds for 2 business days before becoming available.

Available: Money ready to pay out to your bank account. Stripe automatically deposits available funds based on your payout schedule.

Your first payout takes 7-10 business days after your first successful payment. This initial delay is standard for new accounts.

Need more help with Stripe?

Stripe provides comprehensive documentation for advanced features:

• Stripe Documentation: stripe.com/docs
• Stripe Support: support.stripe.com
• API Reference: stripe.com/docs/api

For CoachIQ-specific payment questions, contact CoachIQ support.

Related articles

• Connecting Stripe to CoachIQ
• Understanding CoachIQ Payments
• Transactions Dashboard