Who This Is For / When to Use
Use this when you want clear, visual insights into financial performance—such as revenue trends, subscription activity, payment success, and refunds—without exporting data to external tools.
Overview: Payment Widgets
Payment widgets provide pre-built visualizations for financial and billing-related metrics. These widgets update automatically as payment data changes and can be added to any dashboard to create a centralized financial overview.
Available Payment Widgets
Revenue and Trend Widgets
Total Revenue (Last Month) – Total revenue generated in the previous month.
Total Revenue Trend – Month-over-month total revenue trend.
One-Time Revenue Trend – Trend of one-time (non-recurring) payments.
Recurring Revenue Trend – Monthly recurring revenue trend.
Customer and Payment Performance
Paying Customer Trend – Trend showing changes in the number of paying customers.
Payment Success Trend – Trend of successful payments over time.
Payment Failed Trend – Trend of failed payments to help identify issues.
Revenue Breakdown and Subscriptions
Revenue by Channels – Revenue split by payment channel.
Subscription Creation Trend – New subscriptions created over time.
Subscription Cancellation Trend – Subscription cancellations over time.
Discounts, Invoices, and Refunds
Coupon Redemption Trend – Frequency of coupon usage.
Coupon Redemption Amount Trend – Total discount value from coupons.
Invoice Sent Trend – Number of invoices sent over time.
Invoice Paid Trend – Number of invoices paid over time.
Refund Trend – Count of refunds issued.
Refund Amount Trend – Total refund value over time.
Step 1: Open the Dashboard in Edit Mode
Navigate to Dashboards.
Open an existing dashboard.
Click Edit Dashboard.
Step 2: Add a Payment Widget
Click Add Widget.
In the Widgets tab, scroll to or search for Payments.
Expand the Payments section.
Select the widget you want to add.
Step 3: Configure the Widget
Enter or edit the Widget Title.
Select the Metric (for example, Sum of Revenue).
Choose a Date Property (such as Created On).
Set a Date Range Override (for example, Last Month).
(Optional) Configure Comparison Date Range.
Step 4: Choose Chart Type
Select the chart type:
Number
Donut
Line
Bar
Table
Only compatible chart types are selectable per widget.
Step 5: Save the Dashboard
Click Save in the widget editor.
Click Save Changes on the dashboard.
The widget will now update automatically as payment data changes.
Best Practices
Focus on Core KPIs: Prioritize recurring revenue, payment success, and subscription churn.
Group Related Widgets: Place revenue, subscriptions, and refunds together for clarity.
Review Regularly: Revisit widgets monthly to ensure they match current business goals.
Avoid Overcrowding: Split financial views across multiple dashboards if needed.
Common Issues and Fixes
Widget shows no data
Check the selected date range.
Confirm payment records exist for that period.
Verify the correct metric is selected.
Unexpected revenue numbers
Confirm one-time vs recurring metrics are not mixed.
Review applied filters and comparison ranges.
Payment widgets not visible
Ensure Payments features are enabled.
Refresh the dashboard editor.