Reporting Dashboard For Payments, Subscriptions etc. | Voters

Reporting Dashboard For Payments, Subscriptions etc.

in progress

Jonathan Ryle

The functionality and visibility of a software like SamCart is far more powerful than the current HighLevel payments area.

Being able to:

See Revenue, Refunds, Profit, Churn, MRR, etc. in a simple dashboard that can be filtered by date
Being able to see recent successful and failed charges
Being able to see reports on sales, subscriptions, cancellations, etc. by product
Being able to see upcoming charges by client

Basically all of the reporting, visibility and functionality of SamCart built into HighLevel payments would make it a game changer for SaaS and product creators.

June 20, 2023

Vincent Wondra

I hope this is coming soon. This is greatly needed by any agency.

Sales & Marketing

Merged in a post:

Ability to See Reports on Coupon Usage including time frames

Stockton Walbeck

Would LOVE to have the ability to see how many of each coupon was used in a certain time frame. This is HUGE for reporting as it helps me to differentiate each coupon as I sometimes use coupon codes as a way of measuring traffic sources.

September 26, 2024

Sales & Marketing

Merged in a post:

Total sales on payment sections year to date info

MrGEO Almaguer

On the main secrion of invoices and payments . It displays the total lifetime sales of the agency . It will be better the total year to date plus being able to use a range in order to have better reports

September 25, 2024

Sales & Marketing

Merged in a post:

Update time frame on Payment Dashboard

Tanya Block Roussin

There are totals on the payment dashboard, and I have no idea what that time frame is. I'd like to be able to choose my own time frames for the totals on that board - weekly, monthly, quarterly, annual.

September 25, 2024

Sales & Marketing

marked this post as

in progress

MrGEO Almaguer

I do not understand how this is not standard ! How comes that i only see my lifetime total sales ! We should be able to see them year to day and month by month !! Please look into this . You already have the fields there !

Supercharged Trainer

Why cant the sub-accounts have a dashboard like the agency showing subscriptions etc??

Christy Allison

This! My biggest client's bookkeeper HATES HL because they have to go to 15 different places to find the info they need (they will not integrate or use online Quickbooks. They think they are saving money.)

Just the ability to pull a payment report BY PRODUCT rather than by funnel would alleviate a lot of the tension in staff meetings.

Chris Forsey

We just had another client ask about this. It seems like the logical next step with Payments and invoicing. Our clients want to be able to easily see a report of money collected over a specific time period and growth month by month so a bar graph would be great. They also want to see outstanding invoices for specific time periods.

Karen Snider

Yes, especially for quarterly reporting

MrGEO Almaguer

Karen Snideryes !!! Very important

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