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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

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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