This article explains how our analytics dashboards work, and how to use them to understand your earnings.
The following chart identifies the four main steps in the process and the associated dashboards that describe them:
In addition to those four dashboards, we provide several other views for convenience. Here’s a quick summary of the views:
- Creator home overview: An estimation of your per month earnings — this number fluctuates depending on your patron count, adjustments to pledged amounts, declines, and cancellations. Annual pledges are included as their monthly equivalent (annual pledge amount divided by 12).
- Earnings: Once we process a payment, we subtract any fees and refunds with the remainder flowing into your Creator Balance. This dashboard summarizes the flow of funds based on when the transactions occurred. The “Declines” column shows the value of all declined payments in a given month, which updates as charges are recovered for you automatically.
- Pledge Growth: A health check for your memberships, pledge growth reports on new pledges, upgrades, downgrades, and cancellations. Organized by month, you’ll be able to review total changes to your memberships.
- Patronage: This dashboard provides an alternative view of your earnings. It summarizes what your subscribers paid for instead of when they paid. For per-post creators, it shows a list of your paid posts and the total amount processed for each one. For monthly creators, it shows a list of your active months on Patreon and the amount that subscribers paid for each one.
- Payouts: This dashboard summarizes the outflow of funds from your Creator Balance. When you withdraw funds from your account or use your balance to pay subscriptions to other creators, those transactions appear here.
- Refunds: This dashboard summarizes refunds issued from your account.
- Taxes: This dashboard summarizes taxes that we’ve collected and paid on your behalf.
A few notes on your dashboards:
- For creators with charge-up-front enabled, a patron might pay you in a month and then delete their subscription. In this case, they’ll appear as charged but may not appear as an active subscription in the “Pledge Growth” dashboard.
- The Attempted Amount Charged column on your Earnings dashboard may display a different amount than your total pledges calculated from your Relationship Manager, due to mid-month upgrades and downgrades.
Below are sections that describe each dashboard in detail. Jump ahead to any section you're curious about:
- Creator home overview
- Pledge growth
- Patronage (only available on Pro and Premium)
- Payouts (history and current balance)
Creator home overview
Your overview is a snapshot estimation of your earnings per month. You can expect this number to change on a monthly basis as new patrons come, cancel, decline, or adjust their payment amount.
If you have annual patrons, your overview number will estimate the monthly equivalent of their payment.
For example, a $120 annual membership will be displayed out as $10 per month in your Creator home overview. The full $120 will be processed in a lump sum and will be available for payout from your creator balance immediately.
This section summarizes income associated with your creator page, and the data is organized by the time that the transactions occurred.
For example, if a patron creates a subscription on the 16th of February, but isn’t charged until the 1st of March, then the earnings from that transaction will appear in March. If a refund is processed in October for a transaction that had originally occurred in July, the refund will appear in October.
Your Earnings dashboard reports the following data:
- Month: The month in which you received money to your creator balance.
- Attempted amount charged: All of the charges we attempted this month before declines, refunds, and fees.
- Declines: The value of attempted charges that declined this month — this column value will likely go down as we retry your declined patrons and process them to your creator balance.
- Total Refunds: The value of any refunds issued in that month. This column only includes the creator’s share of any refunds; Patreon’s fee, processing fees, and taxes are refunded by Patreon, and therefore do not appear here. This also does not include fraud refunds. Here's an article with more information on fraud refunds.
- Payment Fees: Payment processing fees cover the cost of processing payments from your patrons. Please visit our article with information about fees to learn more about fees.
- Platform Fees: The sum of Patreon’s platform fee applied to the pledges. Please visit our pricing page for detailed information.
- Earnings: The net amount that you earned after deducting refunds, Patreon’s fee, and processing fees. This is the amount that goes into your creator balance.
If you have annual memberships, the payments from your annual patrons will populate in the month in which they paid on this dashboard. If a patron pays $x in a particular month for a year of access, we show the full $x in the month when we processed the payment; we don’t spread the earnings from an annual membership across the year.
On January 1, 2016, we implemented a new payments infrastructure that allows us to track detailed information about payments, including the time when we successfully process pledges for each creator’s account. For all pledges processed before January 1, 2016, we estimated the month in which pledges were processed by assigning each pledge to the month after the creator performed the associated work. For creators paid monthly, pledges processed before January 1, 2016, are mapped to the month immediately following each month of the creator’s page. For creators who are paid per-post, pledges processed before January 1, 2016, are mapped to the month after the creator published the paid posts. We did this because Patreon processes the pledge in the first month following any published work, and it’s correct unless a pledge declines and the patron takes more than a month to resolve the payment settings issue. If you have any questions about the timing associated with processed pledges, please contact us through the form pasted below.
This dashboard summarizes changes to your total value of pledges each month — new pledges, upgrades, downgrades, and cancellations. This dashboard does not report on declined pledges, only changes made directly by patrons. You can review declined pledges in your Earnings dashboard.
Here’s a breakdown of the columns of your Pledge growth dashboard:
- Month: The month of the year.
- New Pledges: The value and number of new pledges to your page. A pledge is considered “new” in a month if the patron did not have a pledge to you in the preceding month.
- Upgrades: The value and number of pledges that increased in value. The amount shown is the amount by which existing pledges increased. For example, if a patron pledged $10 to you last month and increased the pledge to $15 this month, then this column would show $5 of increased pledges this month.
- Cancellations: The value and number of deleted pledges. For example, if a patron pledged $10 to you last month and deleted their pledge this month, this column would show $10 of deleted pledges this month.
- Downgrades: The value and number of pledges that decreased in value. The amount shown is the amount by which existing pledges decreased. For example, if a patron pledged $15 to you last month and decreased the pledge to $10 this month, then this column would show $5 of decreased pledges this month.
- Total Change: The amount by which your total pledges and number of patrons changed over the month.
Here are some details to consider:
- This dashboard aggregates each patron’s changes over each month. For example, if a new patron pledged $10 to you on January 2, decreased the pledge to $5 on January 4, increased the pledge to $20 on January 5, and then left the pledge unchanged through the end of January, then it would appear as one new pledge of $20 in January. This dashboard wouldn’t show all of the individual increases and decreases.
- For creators with charge-up front: If someone pledges $x to a Charge Up-Front creator on February 6th, but then deletes their pledge on February 10th, it doesn't appear at all as a new or deleted pledge in the Pledge Growth dashboard in February (because this dashboard aggregates the patron's net behavior over a month). In this case, the patron paid the creator when they created their subscription, so the Earnings dashboard would show $x for that pledge in February, even though the Pledge Growth dashboard would not include the new or deleted pledge and would show $0 as the "amount pledged at end of the month.”
- For creators who are paid per-post: This dashboard shows the base amount of the subscription. For example, if a patron subscribes at $5 per thing, this dashboard would show a pledge of $5, even though the creator might earn more or less depending on how many times they publish paid posts and the patron’s monthly max.
- Detailed pledge data from December 2015 onwards can be downloaded via the CSV download link.
This section summarizes payments based on what people paid for, rather than when the payment processes.
If a creator is paid monthly, the dashboard will show the following:
- Month: The month for which the patron paid.
- Paying Patrons: The number of patrons with successfully processed pledges for that month
- Pledges Processed: The amount of successfully processed pledges for that month, less any refunded payments
- New Paying Patrons: The number of new patrons that month
- Pledges Processed From New Patrons: The value of pledges processed from new patrons(i.e., the value from the first month paid for by those patrons)
For a detailed list of patrons who paid for each month or post, please consult either the Patron Manager or the detailed CSV download link available in the Patronage section of your Dashboard.
If a creator is paid on a per-post basis, the dashboard will instead show this information for each paid post that the creator published.
Note that this is only available on the Pro and Premium creator plans.
This section summarizes refunds to your patrons.
It includes the following data:
- Refund Date: The date when Patreon successfully processed the refund
- Original Transaction Date: The date when the pledge was originally processed
- Patron Name: The patron's first and last name
- Patron Email: The patron's email address
- Creator’s share: The amount deducted from the creator balance and refunded to the patron.
- Other: Patreon’s fee, processing fees, and Value-Added Tax refunded to the patron. Note that Patreon refunds these to the patron and bears the costs; the creator does not bear these costs.
- Total refund: The total amount refunded to the patron.
As a general rule, Patreon refers patrons to their creator whenever a patron requests a refund. Patreon only issues refunds directly to patrons under exceptional circumstances. For example, if Patreon accidentally charges a patron’s pledge multiple times, Patreon will directly issue a refund to the patron. Patreon also issues refunds in certain cases of fraudulent or unauthorized transactions (i.e., if the patron tells their bank that the pledge was an unauthorized transaction). That’s why a creator might occasionally see refunds that they didn’t initiate themselves.
Detailed refund data are available via the CSV download link for work published December 1, 2015, or later.
Please consult our Help Center article here for more information about refunds.
At the beginning of this section, you can:
- Select how you'd like your earnings to be paid – PayPal, Stripe, or Payoneer.
- Withdraw your earnings from your Patreon balance.
The rest of the dashboard summarizes your monthly deductions from your creator balance.
- Month: The month in which the transaction processed
- Earnings: Your net earnings for the month. This number may increase as we reattempt any declined patrons’ payments for you, or decrease when you issue any refunds.
- Amount withdrawn from creator balance: The total amount of funds that were available in your account balance when you paid out. This number may be higher than the Earnings amount since you can keep earnings in your account balance until you’re ready to payout.
- Pledges to other creators: Funds deducted from your creator balance to pay pledges to other creators
- Amount transferred to your bank: Funds deducted from the creator’s balance and transferred to the creator’s account, such as Direct Deposit or PayPal. Note that the actual amount that you receive in your bank account will be slightly smaller than the amount you withdraw because payment processors charge fees for the transfer.
If you'd like to confirm your current creator balance, you can do so with the following calculation:
- A = The sum of all “Earnings” from the Earnings dashboard. This will capture all of the funds that have flowed into your balance.
- B = The sum of all “Amount withdrawn from creator balance” from the Payouts dashboard. This will capture all of the funds that have flowed out of your balance.
- Creator Balance = A - B.
- The only exceptions are adjustments to your creator balance that aren’t captured in the dashboards, such as those associated with Webtoons corporate patronage, account adjustments associated with fraudulent or disputed transactions, or account adjustments related to Patreon Capital or other types of advances.
This section provides Sales tax details and tax statements.
Sales tax summarizes and displays all tax that Patreon collected from your patrons. Patreon automatically collects tax from patrons in taxable locations and remits the funds to the proper tax authorities. To learn more, this Help Center article contains more information about sales tax requirements.
Statements provide tax statements for creators who are U.S. citizens or residents and are receiving 1099-K forms. Learn more about form 1099-K, and whether you’ll receive one in our guide about tax forms.