With the diagrams in your >>Analysis Dashboard 2.0 you keep a full overview of the important key figures of your online company. In the analysis area under "Payments" you will find detailed graphics for the following data:
- Payments received
- Subscription and installment payments
- Pricing plans
- Payment methods
- Error payments
- Future payments
- Manual cash-outs
- Cancellation and chargeback
- Customers
Overview
Subscription and installment payments
Incoming payments
The diagram "Incoming payments" visualizes the following data records:
- Total revenue from received payments
- Total number of products sold
You can also determine the following parameters here:
- Time interval
- Gross, net or net amount less transfer and service fees
- Currency
- Pricing plans (one-time, subscription and installment)
The units for the amount of payments received are on the left vertical axis, the units for the number of purchases are on the right.
Click on the "graph" to go directly to the >>Transfer overview, which has already been filtered according to the criteria you have specified.
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the "options symbol" (3 dots). More about this in the >>>Analysis Dashboard 2.0
Please note
The diagram "Incoming payments" shows the totality of all transfers ,including payments via PayPal and Stripe. Your PayPal and Stripe credit is paid out to you by the respective seller.
Subscription & installment payments
The diagram "Subscription and installment payments" visualizes the following data sets:
- Total revenue from subscriptions and installment payments
- Amount of the installments paid
- Amount of the outstanding installments
- Total number of installments
- Number of installments paid
- Number of open installments
You can also determine the following parameters here:
- Time interval
- Gross, net or net amount less transfer and service fees
- Currency
- Pricing plans (one-time, subscription and installment)
The units for the amount paid and open installments are on the left vertical axis, while the units for the number of paid and open installments are on the right.
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the options symbol (3 dots). More about this in the >>>Analysis Dashboard 2.0
Payment plans
The diagram "Pricing plans" visualizes the following data sets:
- Total revenue from all pricing plans
You can also determine the following parameters here:
- Time interval
- Gross, net or net amount less transfer and service fees
- Currency
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the "options symbol" (3 dots). More about this in the >>>Analysis Dashboard 2.0
Payment methods
The diagram "Payment methods" visualizes the following data sets:
- Distribution of payment methods in %
- Sales per payment method
- Development compared to the previous period for each payment method
You can also determine the following parameters here:
- Time interval
- Gross, net or net amount less transfer and service fees
- Currency
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the "options symbol" (3 dots). More about this in the >>>Analysis Dashboard 2.0
Error payments
The diagram "Error payments" visualizes the following data sets:
- Total amount of error payments
- Canceled payments
- Expired payments
You can also determine the following parameters here:
- Time interval
- Gross, net or net amount less transfer and service fees
- Currency
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the "options symbol" (3 dots). More about this in the >>>Analysis Dashboard 2.0
Upcoming payments
The diagram "Future payments" visualizes the following data sets:
- Total revenue from future payments
- Amount of future payments
- Number of future payments
You can also determine the following parameters here:
- Time interval
- Currency
The units for the amount of future payments are on the left vertical axis, the units for the number of future payments are on the right.
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the options symbol (3 dots). More about this in the >>>Analysis Dashboard 2.0
Manual cash-outs
Manual cash-outs are cash-outs that you initiate yourself in your own name when selling.
The diagram visualizes the following data sets:
- Total amount of cash-outs
- Cash-out amount
- Number of cash-outs
You can also determine the following parameters here:
- Time interval
- Gross, net or net amount less transfer and service fees
- Currency
The units for the amount of manual cash-outs are on the left vertical axis, the units for the number of manual cash-outs are on the right.
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the options symbol (3 dots). More about this in the >>>Analysis Dashboard 2.0
Refunds & chargeback
Chargebacks are chargebacks of SEPA direct debit and credit card payments by your customer via your credit institution (e.g. via online banking).
You can, however, initiate cancellations yourself in your seller account. More on this in >>Canceling and reimbursing orders with a one-time payment, >>Canceling and reimbursing orders with installment payments and >>Editing and canceling subscriptions
The diagram "Cancellation and Chargeback visualizes the following data sets:
- Total amount of cancellations and Chargebacks
- Amount of cancellations and chargeback
- Amount of cancellations and chargeback
You can also determine the following parameters here:
- Time interval
- Gross, net or net amount less transfer and service fees
- Currency
- Type of action (cancellation or chargeback or both)
The units for the amount of cancellations and chargebacks are on the left vertical axis, the units for the number of cancellations and chargebacks are on the right.
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the options symbol (3 dots). More about this in the >>>Analysis Dashboard 2.0
Customers
The diagram "Customers" visualizes the following data sets:
- Total number of your customers
- number of new customers
- Number of existing customers
You can also determine the following parameters here:
- Time interval
The units for the amount of cancellations and chargebacks are on the left vertical axis, the units for the number of cancellations and chargebacks are on the right.
The legend shows you which color stands for which values. You can adjust the color of the graph by clicking on the "options symbol" (3 dots). More about this in the >>>Analysis Dashboard 2.0
For your quickstart