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Dashboards

The Chargebee Payments dashboard summarizes your business's financial services to evaluate its performance. It comprises the following:

  • A concise view of the current day's financial data is displayed by default under the Single-Day view.
  • Valuable insights into the selected period's performance are referred to as the Insights view. You can export this information as a PDF for future reference using the Export button.

Single-Day View

This view depicts a single day and includes a date selector. You can choose any date from the starting day of payment processing.

Note:

Dates prior to the starting day are unavailable for selection.

Metrics available within the single day view are listed here:

Gross Volume

The gross volume refers to the total amount processed successfully on a selected day. The delta value represents the percentage change compared to the previous day of selection.

This metric represents the sum of the transaction amount (excluding the dunning attempts).

Note:

  • Possible scenarios for the comparison view common to all these widgets:
    • Increase (Green upward arrow): Indicates a positive trend for the business.
    • Steady (No arrow): This represents an ideal or consistent performance.
    • Decrease (Red downward arrow): Indicates a negative trend.
  • A graph displays the transaction values over a 24-hour timeline.
  • An information icon provides additional details.

Refunds

The numerical value represents the total amount of money refunded to customers in the selected time period. The View button redirects you to the Payments & Refunds module.

This metric represents the sum of the refunded amount.

Chargebacks

The numerical value represents the total number of chargebacks filed. The View button redirects you to the Open tab within the Disputes module.

This metric represents the count of open chargebacks.

Deposits

The Net payout credited to the merchant account during a selected time period. The View button redirects you to the Deposits module.

This metric gives you the Value of the deposit amount processed.

Transactions

The aggregate quantity of transactions processed on the selected date. The View button redirects you to the user to the Payments & Refunds module.

Count of the transactions (excluding the dunning attempts).

Insights View

The insights section displays information based on the selected time period. You can choose a time range from the dropdown menu, which ranges from the current day up to the past 3 months and a custom time range, as illustrated below:

This section provides comprehensive analytics based on the selected filters.

Insights Period

You can choose a specific period to view the analytics. Granularity varies from a day to last year. You can also choose Custom to select a specific date range.

Manage Charts

You can hide or display the charts in the insights section.

Metrics and charts available in this view are listed here:

Charts

The chart displays a timeline with a start date and an end date. The timeline is adjusted based on the selected period.

Interacting with the bars on the chart will show a tooltip with values such as date and amount.

Hovering over the comparison data shows a tooltip indicating "Comparison of the previous period".

Payment Authorization Rate

The percentage of payment transactions that are successfully authorized by the payment gateway on the first attempt compared to the total attempted transactions.

This metric gives you the count of the successful transactions or the count of all the transactions (including the dunning attempts).

Note:

If the comparison percentage exceeds 1000%, it will be displayed as "1000%+" (e.g., for 1215% → 1000%+) for all these metrics.

Chargeback Rate

The percentage of transactions for which a chargeback is filed during a selected period. It also displays the percentage change compared to the previous period.

This metric gives you the count of the chargebacks or the count of all the transactions (including the dunning attempts).

Chargebacks

The total number of chargebacks filed during a selected period is displayed. It also displays the percentage change compared to the previous period.

This metric gives you the count of chargebacks.

Inquiries

The total number of customer inquiries on payments, transactions, or account issues is displayed, along with the percentage change compared to the previous period.

This metric gives you the count of the inquiries.

New Customers

The numerical value represents the total number of new customers and displays the percentage change compared to the previous period.

This metric gives you the count of the customers created.

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