Sub Account Dashboard and Reporting : Payment Widgets & Insights

Bringing powerful Payment Widgets to help you track and analyze revenue trends effortlessly. Now, you can visualize key payment metrics right on your dashboard, making it easier to monitor financial performance at a glance.

👀 What’s New?

📊 Revenue & Trends

Total Revenue (Last Month)
– Total revenue generated in the last month
Total Revenue Trend
– Monthly total revenue trend
One-Time Revenue Trend
– Monthly trend for one-time payments
Recurring Revenue Trend
– Monthly trend for recurring payments

📈 Customer & Payment Performance

Paying Customer Trend
– Monthly trend of paying customers
Payment Success Trend
– Monthly trend of successful payments
Payment Failed Trend
– Monthly trend of failed payments

💰 Revenue Breakdown

Revenue by Channels
– Revenue breakdown by different payment channels
Subscription Creation Trend
– Monthly trend of new subscriptions
Subscription Cancellation Trend
– Monthly trend of canceled subscriptions

🎟️ Discounts & Invoices

Coupon Redemption Trend
– Monthly trend of coupon redemptions
Coupon Redemption Amount Trend
– Monthly trend of discount amounts applied
Invoice Sent Trend
– Monthly trend of invoices sent
Invoice Paid Trend
– Monthly trend of invoices paid

💸 Refund Insights

Refund Trend
– Monthly trend of refunds issued
Refund Amount Trend
– Monthly trend of total refund amounts

👷 How It Works:

Open your
Dashboard
Click
Edit
and select
Add Widget
Scroll to the
Payments
category and choose the widget you need
Customize filters, switch chart types, and apply themes
Click Save to update your dashboard

⭐ Why it Matters:

Better Financial Visibility
– Get real-time insights into revenue, failed payments, refunds, and more
Track Growth Trends
– Understand customer payment behaviors with recurring vs. one-time revenue tracking
Optimize Cash Flow
– Monitor payment success rates and refund trends to improve financial planning
Make Data-Driven Decisions
– See revenue by channel and adjust strategies for better conversions

Click here to learn more about the dashboard widgets!