This document will help you understand the different dashboards and reports available to you, so you can track and manage your business’s payment activity with ease.
Revenue Dashboards: #
- Total Revenue (Last Month)
Shows the total revenue collected over the previous calendar month. - Total Revenue Trend
Displays how your total revenue has changed over time, helping you spot growth patterns or dips. - One Time Revenue Trend
Tracks revenue generated from one-time payments, excluding subscriptions or recurring charges. - Recurring Revenue Trend
Visualizes revenue from Subscriptions created on the Subscriptions tab (excludes Recurring invoices), helping monitor your recurring income stream from subscriptions.
Customer & Payment Performance #
- Paying Customer Trend
Displays the number of unique paying customers over time. - Payment Success Trend
Tracks the number of successful payment transactions, so you can monitor system performance and customer success rates. - Payment Failed Trend
Shows the number of failed payment attempts, helping you identify payment issues or customer churn risks.
Channel & Subscription Insights #
- Revenue by Channels
Breaks down total revenue by different sales channels. - Subscription Creation Trend
Shows how many new subscriptions were created over time. - Subscription Cancellation Trend
Tracks subscription cancellations, helping you monitor retention and churn.
Coupon & Discount Tracking #
- Coupon Redemption Trend
Displays the number of times coupons have been redeemed over time. - Coupon Redemption Amount Trend
Tracks the total discount amount given through coupons.
Invoice Management #
- Invoice Sent Trend
Shows how many invoices were sent to customers over time. - Invoice Paid Trend
Tracks the number of invoices successfully paid.
Refund Tracking #
- Refund Trend
Displays the number of refunds processed over time. - Refund Amount Trend
Tracks the total value of refunds issued.
Summary #
The Payments Widget provides you with a comprehensive view of your revenue, payment health, customer activity, and operational trends. Use these reports to identify growth opportunities, improve customer experience, and optimize your payment processes.
