Track revenue trends, collection rates, outstanding balances, and top customers
The Payment Analytics page provides a real-time view of your payment performance.
Navigate to Payments → Analytics in the sidebar to open the analytics page. The page displays summary statistics, a 12-month revenue trend chart, and a list of your top-paying customers. Data refreshes every 5 minutes automatically.
Key metrics displayed at the top of the analytics page.
Visualize revenue over the last 12 months.
The bar chart shows monthly revenue for the last 12 months. Hover over any bar to see the exact revenue figure for that month. The chart scales automatically to fit the highest-revenue month. Use this to identify seasonal patterns and track growth.
See which companies are generating the most revenue.
The Top Customers section lists companies ranked by total payment volume. Each entry shows the company name and total amount paid. This helps identify your highest-value accounts and prioritize relationship management.
Surface recent payments on your home dashboard.
The home dashboard includes an optional Recent Payments widget that shows the latest charges. Each entry displays the payment amount, status badge (succeeded, pending, or failed), and how long ago the payment was received. Click any payment linked to an invoice to open the invoice detail page. The widget includes a View analytics link to the full analytics page.
To add the widget, customize your dashboard layout and enable the Recent Payments widget.
Personalize how the analytics page opens and which panels show.
Click the gear icon next to the Export and Ask AI buttons to open your personal Analytics preferences. These settings are private to you and sync across your devices:
You can also manage these from Settings → Payments analytics. Analytics are always shown in your organization's base currency; the DSO target and dispute-rate thresholds that drive the KPI markers are set org-wide under Settings → Collections.