Dashboard Overview

Modified on Thu, 14 Mar 2024 at 04:28 PM

 

General Metrics

The general metrics on your main dashboard will provide an overview of your account, tracking revenue, refunds, transactions and new customer counts.

 

Using the drop down menu on the right-hand side, you can filter your general metrics by time frame:

 

Subscription Metrics

Below the general metrics are Subscription Metrics where you will find an overview of subscribers, canceled subscriptions, new trials, reactivations and churn rate. These results can also be filtered using the date period drop down on the right-hand side.

 

Notifications Inside the Dashboard

On the right-hand side of the dashboard there is a notification section that will give you important notifications about your account on things like failed payments, required documentation, and gateway notifications.

 

Gateway Status

Also located on the right-hand side of the dashboard, under Notifications, you will find Gateway Status. This area will list the possible gateways along with the status for each. Possible status are:

 

Main Menu Navigation

From any screen within Payments AI, you will be able to get back to the General Metrics Dashboard by clicking the Payments AI icon in the top menu bar or by clicking the house icon.

 


If you have any additional questions, please contact our Support Team by clicking the support widget in the bottom right corner of this page or email us at support@payments.ai.

 

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