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 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. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article