KPIs
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Payments KPIs
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Payments KPIs

Use payments Key Performance Indicators (KPIs) to view and analyze payments data and reports.

To access payments KPIs: In the left navigation bar, click KPIs , then click Payments.

Payments tiles

The payments KPIs page is divided into tiles that provide insights into specific areas of payments, based on a specified time range. Each tile displays a graph, percentage increase or decrease over the defined range, and depending on the title type, a sum or a total count number.

The payments KPIs page contains the following tiles:

  • Sales: Total number of approved transactions.
  • Approval rate: Total number of approved transactions divided by the total number of transactions.
  • Revenue collected: Total amount of all collected revenue.
  • Refunds value: Total value of all refunded transactions.
  • Chargebacks: Total number of chargebacks.
  • Chargebacks value: Total value of all transactions with chargebacks.
  • Transactions: Total number of transactions.
  • New leads: Total number of new customer records.

Tile interactions

The following tile interactions are available:

  • Select a date range for the data that is displayed in tiles: In the top right of the screen, click the date picker, then select a date range. To make a quick date range selection, click on the right of the date picker, then make a selection.

  • View and interact with detailed data reports: Mouse-over or click a tile, then click Go to report.

  • Hide one or more tiles: Mouse-over or click a tile, then click Hide this tile.

  • Restore hidden tiles: In the top right of the screen, click Restore metrics.

  • Move or rearrange tiles: Mouse-over or click a tile, click Drag to reorder, then drag and drop the tile to a new location.

  • View detailed tile data in data tables, and inspect transactions: Mouse-over or click a tile, then click Data tables.

  • Access reports from KPI tiles:

    Some KPI tiles provide access to reports. These reports can also be accessed from Reports in the left navigation bar.

    1. In the left navigation bar, click KPIs , then click Payments.
    2. Mouse-over or click a tile, then click Go to report.

View payments reports

For information on how to view and use payments reports, see Payments reports.