Skip to main content

Home

Your bird's eye view of your business' performance.

Your home page showcases the analytics widgets, offering you immediate insights into your business's performance and growth regarding recent transactions, customer engagement, and product usage.

Summary today

Evaluate your payment performance from today against yesterday, check how many new customers you've gained, and take a look at the estimated payout amount you can expect on your next payout schedule.

  • Gross revenue: the amount of paid payments with fees not yet deducted. This also includes the payments that were partially or fully refunded.
  • Net revenue: the amount of paid payments less of fees. This also includes the payments that were partially or fully refunded.
  • Successful payments: the number of paid payments, including those that were partially or fully refunded. The list displays the 10 most recent successfully paid payments of the current day.
  • Failed payments: the list of the 10 most recent failed payments of the current day.
  • Past due billing statements: the list of the 10 most recent billing statements that are past their due dates. Billing statements with due dates set on the current day will be listed as the most recent.
  • Outstanding billing statements: the amount of billing statements that are still open, either not yet due or already due. The categories also determines how much billing statements are already past their due date based on the number of days that already passed.
  • New customers: the count of new customers.
  • Next payout: the estimated net amount of your next schedule's payout.

Sample use cases:

The Summary today section can show you:So that you can analyze:
your revenue and net revenue comparison for the current day and the previous day.your sales performance and potential for growth through your revenue, and your profitability through your net revenue.
which billing statements are already past due and how much do they cost.how much profit are you losing for not being able to collect payments from past due statements and which to prioritize for follow-ups with your customers.
when to expect your upcoming payout and how much.how best to manage your cashflow.

Payments

View your revenue, investigate the causes of unsuccessful payments, and assess the performance of each payment method over a selected time period.

  • Gross revenue: the amount of paid payments with fees not yet deducted for the selected date range. This also includes the payments that were partially or fully refunded.
  • Net revenue: the amount of paid payments less of fees for the selected date range. This also includes the payments that were partially or fully refunded.
  • Payment status: the count of payments per status for the selected date range.
  • Failed payment reasons: the percentage breakdown and count of reasons why the payments failed to be processed for the selected date range.
  • Top payment methods: the percentage breakdown and total gross amount processed for each payment method for the selected date range.

Sample use cases:

The Payments widget can show you:So that you can analyze:
your revenue and net revenue for x durationyour sales performance and potential for growth through your revenue, and your profitability through your net revenue.
what are the common causes of payment failureswhich preventive measures to implement and how you can better assist in improving your customers’ payment experience.
which payment methods are top performingif you are catering to your customers’ payment preferences and which payment methods your can offer promos for.

Customers

Check the count of your returning and new customers, the average expenditure they incur, and identify your leading customers within a specific time period.

  • Customers: The total count of customers, both existing and new, for the selected date range.
  • New customers: The total count of new customers for the selected date range.
  • Average spend per customer: the total gross amount of all paid payments with a linked customer divided by the total number of customers with payments.
  • Top customers by spend: list of top customers by how much is your spend for the selected date range.

Sample use cases:

The Customers widget can show you:So that you can analyze:
how many new customers do you gain for x duration.if you are able to reach and convert your potential market to actual, paying customers.
how much your customers are spending and during what days.when best to promote your products and services and which customers you can offer discounts for your loyalty.

Billing Statements

See the number of billing statements that convert into revenue and the possible profit you can still gain from overdue billing statements within a certain time period.

  • Status breakdown: the count of billing statements per status for the selected date range.
  • Total count: the total count of billing statements for the selected date range.

Sample use case:

The Billing Statements widget can show you:So that you can analyze:
how many billing statements transition from open to paid.how much profit comes from using billing statements.

Pages

Discover the total number of payments and the net revenue you earned through your pages during a particular time period.

  • Sales: total count of paid and partially refunded payments for all pages for the selected date range.
  • Revenue: the total total net amount of paid and refunded (both in partial and in full) payments for all pages for the selected date range.

Sample use case:

The Pages widget can show you:So that you can analyze:
how many sales and how much revenue do you gain from pages.how much profit comes from using pages.