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:

1. Open your Dashboard.
2. Click Edit and select Add Widget.
3. Scroll to the Payments category and choose the widget you need.
4. Customize filters, switch chart types, and apply themes.
5. 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.