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Track revenue trends, collection rates, outstanding balances, and top customers
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.
- Revenue this month — Total payment revenue collected in the current calendar month, displayed in your organization's base currency.
- Collection rate (YTD) — The percentage of invoiced amounts that have been collected year-to-date. A rate below 100% indicates outstanding or overdue invoices.
- Outstanding balance — The total amount still owed across all unpaid and partially paid invoices.
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.
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.
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.
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:
- Default time range — The period the dashboard opens on (for example, Last 30 days or Quarter to date), so you no longer reset it on every visit.
- Prior-period comparison — Show or hide the previous period alongside revenue for a period-over-period read.
- Visible panels — Choose which analytic panels appear. Hidden panels are removed from your view; the KPI strip, connection status, and currency notice always show.
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 → Company → Collections.