Use payments Key Performance Indicators (KPIs) to view and analyze payments data and reports.
To access payments KPIs: In the left navigation bar, press KPIs , then press Payments.
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.
Displays the total number of approved transactions. To analyze sales data, see View transaction reports.
Displays the percentage of approved transactions. To analyze approval rates, see View transaction reports.
The following metrics determine approval rate:
- n: Total number of approved transactions.
- a: Total number of transactions.
Approval rate formula: n ÷ a
Displays the total amount of all collected revenue. To analyze revenue data, see View transaction reports.
Displays the total value of all refunded transactions. To analyze refunds, see View transaction reports.
Displays the total number of chargebacks. To analyze chargebacks, see View dispute reports.
Displays the total value of all transactions with chargebacks. To analyze chargeback values, see View dispute reports.
Displays the total number of transactions. To analyze transaction data, see View transaction reports.
Displays the total number of new customer records.
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, press the date picker, then select a date range. To make a quick date range selection, press on the right of the date picker, then make a selection.
View and interact with detailed data reports: Mouse-over or press a tile, then press Go to report.
Hide one or more tiles: Mouse-over or press a tile, then press Hide this tile.
Restore hidden tiles: In the top right of the screen, press Restore metrics.
Move or rearrange tiles: Mouse-over or press a tile, press 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 press a tile, then press 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.
- In the left navigation bar, press KPIs , then press Payments.
- Mouse-over or press a tile, then press Go to report.
For information on how to view and use payments reports, see Payments reports.