The Payment Plan Payments Over Time report displays gross revenue and transaction counts from payment plans. By selecting a date range that extends into the future, you can also view forecasted payments, helping you track both completed and upcoming payments over time.
This report is most useful for:
Monitoring total revenue generated from payment plans.
Comparing paid vs. upcoming installment payments.
Forecasting expected revenue in upcoming months.
Tracking customer payment activity by time period.
Data presented
Charts
Gross revenue: Shows the gross amount collected and expected from payment plans over time.
Transactions: Displays the number of individual payment transactions and expected from payment plans over time.
The chart uses two color indicators:
Paid = Completed payments.
Upcoming = Forecasted payments.
Data table
The data table provides a breakdown of payment activity according your selected interval, including:
Interval: The specific interval period (day, week, month, or year) across the time range selected.
Paid gross revenue: The amount successfully collected.
Upcoming gross revenue: The amount forecasted but not yet collected.
Total gross revenue: Paid + upcoming gross revenue.
Paid transactions: Number of completed transactions.
Upcoming transactions: Number of forecasted transactions.
Total transactions: Paid + upcoming transactions.
How to use the report
You can refine the report view with the following controls:
Time range: Filter payments by period (e.g., last 7 days, last 30 days, custom date range). By selecting a date range that extends into the future, you can also view forecasted payments, helping you track both completed and upcoming payments over time.
Interval: Choose how the data is grouped within the selected time range (Day, Week, Month, Year).
Offer selection: Choose whether to view data for multiple offers or a specific offer.
Currency selector: View stats in your preferred currency.
Export information
When you export the Payment plan payments over time report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:
Month
Paid gross revenue
Upcoming gross revenue
Total gross revenue
Currency
Paid transactions
Upcoming transactions
Total transactions