Understanding the Payments Dashboard
Introduction
The Payments Dashboard in your CRM provides a detailed overview of your business’s financial activity, helping you monitor revenue, track customer payments, and identify trends. This guide explains the various reports available so you can make informed decisions and optimize your payment processes.
Revenue Dashboards
Total Revenue (Last Month)
This metric shows the total revenue collected during the previous calendar month, giving you a snapshot of recent performance.
Total Revenue Trend
This chart displays how your total revenue has changed over time, allowing you to identify growth patterns or declines.
One Time Revenue Trend
This report tracks revenue generated from one-time payments, excluding any subscription or recurring charges.
Recurring Revenue Trend
This visualization focuses on revenue from subscriptions created in the Subscriptions tab, helping you monitor your recurring income stream. Note that it excludes recurring invoices.
Customer & Payment Performance
Paying Customer Trend
This metric shows the number of unique paying customers over time, helping you gauge customer growth and engagement.
Payment Success Trend
This report tracks the number of successful payment transactions, enabling you to monitor system performance and customer success rates.
Payment Failed Trend
This chart displays the number of failed payment attempts, assisting you in identifying potential payment issues or customer churn risks.
Channel & Subscription Insights
Revenue by Channels
This breakdown shows total revenue segmented by different sales channels, providing insight into which channels are most profitable.
Subscription Creation Trend
This metric tracks how many new subscriptions were created over time, helping you measure the effectiveness of your subscription offerings.
Subscription Cancellation Trend
This report monitors subscription cancellations, allowing you to assess retention rates and identify churn patterns.
Coupon & Discount Tracking
Coupon Redemption Trend
This chart displays the number of times coupons have been redeemed over time, helping you evaluate the effectiveness of your promotions.
Coupon Redemption Amount Trend
This metric tracks the total discount amount given through coupons, providing insight into the financial impact of your discount strategies.
Invoice Management
Invoice Sent Trend
This report shows how many invoices were sent to customers over time, helping you monitor billing activity.
Invoice Paid Trend
This metric tracks the number of invoices successfully paid, giving you a clear view of payment completion rates.
Refund Tracking
Refund Trend
This chart displays the number of refunds processed over time, assisting you in managing customer satisfaction and financial adjustments.
Refund Amount Trend
This report tracks the total value of refunds issued, providing a financial overview of refund activity.
Summary
The Payments Dashboard offers a comprehensive view of your revenue, payment health, customer activity, and operational trends. Use these reports to identify growth opportunities, enhance customer experience, and optimize your payment processes.