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The payments widget provides a financial overview directly on your dashboard — total revenue, transaction counts, payment status breakdowns, and subscription metrics at a glance.

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What it tracks

MetricDescription
Total revenueAggregate income from all payment sources in the selected period
Transaction countNumber of completed transactions
Revenue over timeTrend chart showing income patterns
Payment statusBreakdown by status (successful, pending, failed, refunded)
Subscription metricsActive subscriptions, MRR, and churn (if applicable)

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Adding the widget

1

Enter edit mode

Click the pencil icon on your dashboard.
2

Add the widget

Click Add Widget and select from the Payments category. Choose the metric you want to display.
3

Configure

Set the date range, chart type (numeric, bar, line, donut), and any conditions (e.g., filter by payment gateway or product).
4

Save

Click Save, then Save Changes.

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Configuring the widget

Available configuration options:
  • Date range — analyze specific periods or compare against previous periods
  • Group by — break down revenue by product, payment method, or source
  • Chart type — numeric for a single KPI, line chart for trends, donut for status distribution
  • Conditions — filter by specific products, gateways, or transaction types

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Refund tracking

The payment status breakdown includes refund data. Monitor refund volume and refund rate alongside revenue to track net income accurately.
Add multiple payment widgets to your dashboard — one for total revenue, one for status breakdown, and one for revenue over time — to get a complete financial picture without leaving the dashboard.
Last modified on March 6, 2026