Offers

The Payments Page Overview

Learn to how to view detailed payment information about every purchase made on your site.

In this article:

Payments Overview

The Payments Overview allows you to view metrics and charts that provide insight into your sales performance. The Payment Overview shows your gross revenue, as well as recent transaction activity, refunds, and failed payments. This information can be viewed as a daily stat, 7 days, 30 days, or a custom-selected date range.  You can also view it in a weekly range, monthly range, yearly range, or all-time:

 

From this page, you can click through to each of the following detailed payment pages:

Performance Metric Definitions

  • Transactions: the total count of all successful payments made in the current calendar month, spanning one-time purchases, subscriptions, and payment plan types. 
  • Subscriptions: the total number of active subscriptions.
  • Payment Plans: the total number of active payment plans 
  • The percentage shown on each panel will change depending on the selected date range dropdown.
    • This allows you to filter by dates and gives you an idea of how your business has performed over the given time periods

Top Selling Offers and Top Customers

From the Payments page, you can now easily view your Top Selling Offer stats and your Top Customers.

The top-selling offer view can be sorted by:

  • This month
  • 3 months
  • Year
  • All time

The top customer view can be sorted by:

  • 6 months
  • This year
  • Last year 
  • All time:

 

In the Top Selling Offer view, click on any offer to be taken to that Offer page.

In the Top Customers view, click on any Customer name to be taken to their contact profile, or click on their email address to open your preferred email app to send them an email.

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