Payment Analysis

The Payment Analysis dashboard enables the merchant users to analyze the payments of their Customers.

The tiles on the dashboard display the following metrics of Customer payments made via various payment methods.

  • Payment Volume - Count of payments

  • Payment Value - Total monetary value of the payments

    Note

    The default currency is in USD.

For more details, refer to Viewing Dashboards.

Widget 1 - Payment Value by Payment Mode

The Payment Value by Payment Mode widget displays a column chart of the total obtained payment amount segregated into various payment methods.

Hovering over the series displays a tooltip of the payment category and the respective Payment Amount.

Widget 2 - Payment Trend

The Payment Trend widget displays a column chart of the monthly trend of Payment Amount received and Number of Payments.

Hovering over the series displays a tooltip of the month and the respective Payment Amount and Number of Payments values.

Widget 3 - Customer Payment Details

The Customer Payment Details widget displays the entire data considered for the computation of metrics in the dashboard. Click the download icon to export the data as a CSV file in your local system.

Out-of-the-Box Features

The Out-of-the-Box features and functionalities of the dashboard are as follows:

  • Cross Filtering - Slices and dices between multiple dimensions. For example, clicking a payment category in the Payment Value by Payment Mode widget, filters the entire data of dashboard for that category.

  • Standard Out-of-the-Box Filters - Filters the entire dashboard based on Currency and Company Code.

  • Kebab Menu - Click this icon to access options such as download, schedule, and mark the report as favorite. For more details, refer to Using Kebab Menu Options.