Payments Dashboard
The Payments Dashboard provides a comprehensive view of payment-related performance through key metrics and filters that enable detailed analysis. Below is a breakdown of the metrics and filters available:
Key Metrics
1. Number of Payment Transactions
This metric tracks the total number of payment transactions processed within the selected time frame. It includes successful, failed, and refunded transactions, offering an overview of the payment activity.
2. Payment Transaction Amount
This metric reflects the total monetary value of all payment transactions. It provides insight into the overall revenue flow through payments, including the amounts processed successfully, refunded, or failed.
3. Refunds
This metric indicates the number and total amount of refunded transactions. It helps assess the volume of returns and their impact on revenue.
4. Failed Payments
Tracks the total number of failed payment transactions. Understanding the volume and frequency of failed payments is crucial for identifying potential issues, such as technical glitches, payment gateway errors, or insufficient customer funds.
5. Payments by Payment Method
This metric provides a breakdown of payment transactions by payment methods, such as credit card, bank transfer, digital wallets, etc. It offers valuable insights into customer payment preferences.
6. Failed Payments by Payment Method
This metric highlights failed transactions segmented by payment method. It helps pinpoint issues specific to a particular payment method and can guide decisions for improving payment reliability.
Filters for Deep Dives
To enable targeted analysis, the following filters are provided:
Payment Method
Focus on specific payment methods (e.g., credit cards, PayPal, bank transfers) to identify trends or issues.
Transaction Type
Analyze different types of transactions, such as payments, refunds, or chargebacks.
Transaction State
Dive deeper into transaction statuses, including successful, failed, pending, or refunded transactions.
How to Use the Dashboard
Overview: Start by reviewing the overall metrics to understand the payment performance at a high level.
Drill Down: Use filters to analyze specific payment methods, transaction types, or states for more granular insights.
Actionable Insights: Identify trends, issues, or opportunities for optimization, such as addressing high failure rates for a particular payment method.
This dashboard equips you with the tools to monitor payment operations, improve efficiency, and enhance customer payment experiences.