> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payments widget

> Track revenue, transactions, and payment status on your HoopAI dashboard with the payments widget.

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

## What it tracks

| Metric                   | Description                                                      |
| ------------------------ | ---------------------------------------------------------------- |
| **Total revenue**        | Aggregate income from all payment sources in the selected period |
| **Transaction count**    | Number of completed transactions                                 |
| **Revenue over time**    | Trend chart showing income patterns                              |
| **Payment status**       | Breakdown by status (successful, pending, failed, refunded)      |
| **Subscription metrics** | Active subscriptions, MRR, and churn (if applicable)             |

## Adding the widget

<Steps>
  <Step title="Enter edit mode">
    Click the **pencil icon** on your dashboard.
  </Step>

  <Step title="Add the widget">
    Click **Add Widget** and select from the **Payments** category. Choose the metric you want to display.
  </Step>

  <Step title="Configure">
    Set the date range, chart type (numeric, bar, line, donut), and any conditions (e.g., filter by payment gateway or product).
  </Step>

  <Step title="Save">
    Click **Save**, then **Save Changes**.
  </Step>
</Steps>

## 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

## Refund tracking

The payment status breakdown includes refund data. Monitor refund volume and refund rate alongside revenue to track net income accurately.

<Tip>
  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.
</Tip>