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.