Payments Widget - Dashboard

Modified on: Mon, 5 May, 2025 at 1:24 AM

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.