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, press KPIs , then press 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, 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.
View payments reports
For information on how to view and use payments reports, see Payments reports.