Payments Widget - Dashboard

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 TrendDisplays how your total revenue has changed over time, helping you spot growth patterns or dips.

One Time Revenue TrendTracks revenue generated from one-time payments, excluding subscriptions or recurring charges. Recurring Revenue TrendVisualizes revenue from Subscriptions created on the Subscriptions tab (excludes Recurring invoices), helping monitor your recurring income stream from subscriptions. Customer & Payment PerformancePaying Customer TrendDisplays the number of unique paying customers over time.

Payment Success TrendTracks the number of successful payment transactions, so you can monitor system performance and customer success rates. Payment Failed TrendShows the number of failed payment attempts, helping you identify payment issues or customer churn risks. Channel & Subscription InsightsRevenue by ChannelsBreaks down total revenue by different sales channels.

Subscription Creation TrendShows how many new subscriptions were created over time. Subscription Cancellation TrendTracks subscription cancellations, helping you monitor retention and churn. Coupon & Discount TrackingCoupon Redemption TrendDisplays the number of times coupons have been redeemed over time. Coupon Redemption Amount TrendTracks the total discount amount given through coupons.

Invoice ManagementInvoice Sent TrendShows how many invoices were sent to customers over time. Invoice Paid TrendTracks the number of invoices successfully paid. Refund TrackingRefund TrendDisplays the number of refunds processed over time. Refund Amount TrendTracks 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.