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This metric measures the total value of successful payments against non-recurring invoices.
Explanation of metric
A trend line depicts the sum of all payments received against non-recurring invoices. Includes only successful transactions during the period. Provides a point-in-time KPI representing the sum of all payments received against non-recurring invoices in the current period. Display the variance of the payments received against non-recurring invoices in the previous period and the percentage change across both periods.
How it's measured
Total Non Recurring Payments = Total value of successful payments received against non-recurring invoices
Reading
An upward trend indicates that the non-recurring payments are increasing, which is a positive sign.
Interpretation
Use this metric to assess cash flow, an indicator of overall health and the ability to make timely payments. Recognize the significance of non-recurring cash flow, even though it represents a smaller portion.
Example
In a given period,
This metric measures the total value of successful payments received against recurring invoices.
Explanation of metric
A trend line depicts the total amount receivable from recurring invoices during a specific period. A point-in-time indicator represents the total value of payments received in the current period. The variance of the value of payments received in the previous period and the percentage change across both periods are displayed.
How it's measured
Total Recurring Payments = Total value of successful payments received against recurring invoices
Recurring payments include successful payments made during the first month of the current billing cycle in recurring costs.
Reading
An upward trend indicates that the recurring payments are increasing, which is a positive sign.
Interpretation
Use this metric to assess recurring cash flow, the primary source of cash inflow for subscription-based models. Recognize its significance in maintaining financial stability and supporting ongoing operations.
Example
In a given period,
This metric measures the total value of successful payments received.
Explanation of metric
A trend line depicts the sum of recurring and non-recurring payments received during a specific period. Provides a point-in-time KPI representing the total value of payments received during the current period. Compare the total value of payments for the previous period and display the percentage change across both periods.
How it's measured
Total Payments = Total value of successful payments received during the period
Reading
An upward trend Indicates that the total value of successful payments is increasing, which is a positive sign.
Interpretation
Use this metric to assess gross cash flow, which is a good indicator of financial health. Understand its significance in maintaining financial stability and supporting ongoing operations.
Example
In a given period,
This metric measures the total value of successful payments received, segmented by the payment gateway.
Explanation of metric
A chart depicts the sum of all payments received during a specific period, segmented by a payment gateway. Only successful transactions should be included.
This metric is available with RevenueStory (RS) premium only. To use it efficiently, configure a custom field at the resource level in Chargebee and map it to the Payment Gateway field in RevenueStory. For assistance, contact the Customer Success Manager or support@chargebee.com . .
How it's measured
Total Payments by Gateway = Total value of successful payments received during the period per payment gateway
As compared to the previous period.
Reading
An upward trend indicates that the gateways' total value of successful payments is increasing, which is a positive sign.
Interpretation
Use this metric to assess cash flow segmented by the payment gateway. Identify potential issues with specific gateways that may be causing lower revenue or inefficient collections. Optimize gateway usage based on performance data.
Example
The total amount of successful payments from a particular Gateway = $900,000
Total Payments by Gateway = $900,000.
This metric measures the total value of successful payments received, segmented by payment method.
Explanation of metric
A chart displays the total value of successful payments received during a specific period, segmented by payment method. Include the reduction in Monthly Recurring Revenue from existing subscriptions moving from paid to lower or free plans, cancellations, addons, and other services removed from subscriptions.
This metric is available with RevenueStory (RS) premium only. To use it efficiently, configure a custom field at the resource level in Chargebee and map it to the Payment Method field in RevenueStory. For assistance, contact the Customer Success Manager or support@chargebee.com .
How it's measured
Total Payments by Payment Method = Total value of successful payments received during the period per payment method
Reading
An upward indicates that the total value of successful payments is increasing for the payment methods, which is a positive sign.
Interpretation
Use this metric to assess cash flow segmented by payment method. Identify potential issues with specific payment methods that may be causing lower revenue or inefficient collections. Optimize payment method usage based on performance data.
Example
This metric measures the total value of successful refunds.
Explanation of metric
This chart depicts the total value of refunds made during the period. It includes only successful transactions. Provide a point-in-time KPI representing the total number of refunds in the current period. Compares the total number of voided payment transactions in the previous period and displays the percentage change across both periods.
How it's measured
Total Refunds = Total value of successful refunds
Reading
An upward trend in total refunds is a bad sign because it means the total amount of refunds is increasing.
Interpretation
Use this metric to assess the impact of refunds on cash flow. If the number of refunds is significantly increasing, revisit the refund policy. Recognize that a refund occurs when someone attempts to get their money back. Consider creating Credit Notes to provide credits instead of refunds.
Example
If the total number of successful refunds in a given period is 100, then the Total Refunds = 100.
This metric measures the total value of successful refunds segmented by the payment gateway.
Explanation of metric
A chart depicts the sum of all refunds made during the period, segmented by the payment gateway. It only includes successful transactions.
This metric is only available for RS Premium. To use it efficiently, configure a custom field at the resource level in Chargebee and map it to the gateway in RevenueStory. For assistance, contact the Customer Success Manager or support@chargebee.com . .
How it's measured
Total Refunds by Gateway = Total amount of successful refunds per gateway
Reading
An increase in the total value of refunds for a gateway is a negative sign.
Interpretation
Use this metric to assess refunds segmented by payment gateway. Identify potential issues with specific gateways that may be causing higher refund rates. Address any concerns with gateway performance or refund policies as needed.
Example
If Gateway 1's total successful refunds in a given period are $5,000, then the Total Refunds by Gateway Gateway 1 = $5,000.
This metric measures the total value of successful refunds segmented by payment method.
Explanation of metric
A chart depicts the sum of all refunds made during the period, segmented by payment method. It only includes successful transactions.
This metric is available with RevenueStory (RS) premium only. To use it efficiently, configure a custom field at the resource level in Chargebee and map it to the payment method in RevenueStory. For assistance, contact the Customer Success Manager or support@chargebee.com . .
How it's measured
Total Refunds by Payment Method = Total amount of successful refunds per payment method
Reading
An increase in the total value of refunds for a payment method is a negative sign.
Interpretation
Use this metric to assess refunds segmented by payment method. Identify any payment methods with higher refund rates and address potential issues with those methods. Consider creating Credit Notes to provide credits instead of refunds if needed.
Example
If the total refunds by different payment methods in a given period are:
Then, the Total Refunds by Payment Method are as follows:
This metric measures the total number of payment transactions during a period.
Explanation of metric
This chart depicts the total number of payment transactions during a specific period using a trend line. It includes all types of transactions: successful, failed, voided, and timed-out. Provide a point-in-time KPI representing the total number of payment transactions in the current period. Compare to the previous period and display the percentage change across both periods.
How it's measured
Total Payment Transactions = Total number of payment transactions
Reading
An upward trend indicates that increasing the total number of payment transactions is a positive sign.
Interpretation
Use this metric to assess the volume of payment transactions processed. Understand the overall transaction activity and identify trends or anomalies that might impact payment processing.
Example
If the total number of payment transactions during a period is 5,000, then the Total Payment Transactions = 5,000.
This metric measures the total number of refund transactions during a specific period.
Explanation of metric
Depicts the total number of refund transactions during the period using a trend line. Includes all types of transactions: successful, failed, voided, and timed-out. Provide a point-in-time KPI representing the total refund transactions in the current period. Compare to the previous period and display the percentage change across both periods.
How it's measured
Total Refund Transactions = Total number of Refund transactions
Reading
An upward trend indicates that an increase in the total number of refund transactions is a negative sign.
Interpretation
Use this metric to assess the volume of refund transactions processed. An increase in the number of refunds can significantly impact cash flow. If refund transactions increase significantly, revisit and revise the policy.
Example
If the total number of refund transactions during a period is 300, then the Total Refund Transactions = 300.
This metric measures the total value of successful payments, excluding successful refunds.
Explanation of metric
The trend line depicts the total value of payments received, excluding refunds processed during a specific period. Provides a point-in-time KPI representing the total value of payments received during the current period. Compare this to the previous period and display the percentage variances of payments received across different periods.
How it's measured
Net Payments = (Total value of successful Payments - Total value of successful Refunds)
Reading
An upward trend indicates that an increase in Net Payments is a positive sign.
Interpretation
Compare Net Payments with Gross Cash Flow to identify potential product quality or service experience issues. High refunds may indicate problems. Use this metric to understand the actual cash flow after accounting for refunds.
Example
In a given period,
This metric summarizes all payments based on the payment status.
Explanation of metric
Displays the total number of successful, failed, voided, in-progress, and timeout payment transactions in a table format on a month-on-month basis. This allows for a clear view of payment statuses over time.
How it's measured
Payment Transaction Summary = Payment Transactions segmented by payment status.
Payment status can be either Success, Failure, Timeout and so on.
Reading
There are no specific upward or downward trend indications.
Interpretation
Use this metric to understand the overall transaction activity segmented by payment status. This breakdown helps identify areas for improvement in payment processing and manage relationships with payment processors.
Example
If during a given month the payments belong to one of the status - Successful, Failed, Voided, In Progress, or Timeout, then the payment transaction summary is as follows
This metric gives an overall summary of payment transactions categorized by card type.
Explanation of metric
Display the total number of successful, failed, voided, in-progress, and timeout payment transactions on a month-on-month basis in a table format segmented by the type of card used for payment. This allows for a detailed view of transaction statuses per card type.
How it's measured
Payment Transaction Summary by Card Type = Number of Payment Transactions segmented by payment status and card type.
Payment status can be either Success, Failure, Timeout, and so on.
Reading
There are no specific upward or downward trend indications.
Interpretation
Use this metric to analyze the performance of different card types in payment transactions. This breakdown helps identify which card types are most successful and highlight any issues with specific card types.
Example
If during a given period:
This metric provides a summary of all refunds based on refund status.
Explanation of metric
Displays the total number of successful, failed, voided, in-progress, and timeout refunds during the period in a table format. This summary helps to monitor and understand the refund activity.
How it's measured
Refund Transactions Summary = Number of Refund transactions by status.
Reading
There are no specific upward or downward trend indications.
Interpretation
Example
If during a given period:
Then, the Refund Transactions Summary would be displayed as follows:
This metric provides an overall summary of refund transactions categorized by card type.
Explanation of metric
Displays the total number of successful, failed, voided, in-progress, and timeout refunds during the period segmented by card type.
How it's measured
Refund Transaction Summary by Card Type = Number of Refund transactions by status and by card type
Reading
There are no specific upward or downward trend indications.
Interpretation
This metric displays the refund transaction success and failure rates for different card types. You can use this report to analyze the performance of the cards used in refund transactions.
Example
If during a given period:
This metric gives the total number of failed payments.
Explanation of metric
Displays the total number of failed payment transactions during the period.
How it's measured
Total Failed Payment Transactions = The number of failed payment transactions
Reading
An upward trend in total failed payment transactions indicates issues with payment processing.
Interpretation
A higher number of failed payments could signal problems in payment processing, such as gateway issues, card declines, or user errors. If the number of failed payments rises, it may lead to revenue loss and customer dissatisfaction. Monitoring this helps identify and resolve these issues to ensure smoother transactions and reduce revenue leakage.
This metric gives the total number of failed payments segmented by payment method.
Explanation of metric
A chart displays the total number of failed payment transactions during a specific period, segmented by payment method. This metric helps identify which payment methods experience the most failures.
How it's measured
Total Failed Payment Transactions by Payment Method = Total number of Payment transactions failed per payment method
Reading
An upward trend in total failed payment transactions indicates issues with payment processing by payment method.
Interpretation
This metric helps you identify which payment methods experience the most failures. A higher number of failed transactions for a specific method may signal issues with processing or user experience that could lead to lost revenue. Regularly monitoring this can help you identify and resolve payment bottlenecks, ensuring smoother transactions.
By analyzing failed payments alongside revenue and cash flow data by gateway or method, you can pinpoint problematic payment methods and improve payment success rates. For example, if credit cards consistently show higher failure rates, it may be worth investigating and optimizing how credit card payments are handled.
Example
If during a given period,
This metric provides the total number of failed payments segmented by gateway.
Explanation of metric
A chart displays the total number of failed payment transactions during a specific period, segmented by the payment gateway. This metric helps identify which gateways experience the most failures.
How it's measured
Failed Payment Transaction by Gateway = Total number of failed Payment transactions per payment gateway
Reading
A downward trend in total failed payment transactions by gateway is a positive sign.
Interpretation
An increase in this metric can result in high involuntary churn. To reduce involuntary churn, it is ideal to use multiple payment gateways. Failed payments can lead to revenue leakage.
Example
If during a given period,
This metric provides the total number of voided payment transactions.
Explanation of metric
A trend line represents the total number of transactions marked void during a specific period. A point-in-time KPI is also available, representing the total number of voided payment transactions in the current period. It also displays the variance of the total number of voided payment transactions in the previous period and the percentage change across both periods.
How it's measured
Total Voided Payment Transactions = Number of Payments in the voided status
Reading
The reading of this report depends on the rate of the increase. Check its variance across previous periods to identify if it's due to operational efficiency or inefficiency.
Interpretation
A transaction canceled by a merchant or vendor before completion using a consumer's debit or credit card account is a void transaction. A "Write-off" invoice creates a credit note as an adjustment against the invoice. To void an invoice write-off, remove the adjustment credit note linked to it before voiding it.
Higher voided invoices could signify enhanced scrutiny and precision in financial operations, preventing inaccurate or unnecessary payments. However, too high a value might also indicate process inefficiencies, errors in invoicing, or issues with customer transactions, leading to delays or complexities in revenue recognition.
Example
This metric provides the total number of failed refund transactions.
Explanation of metric
A trend line depicts the total number of failed refund transactions during a specific period. A point-in-time KPI is also available, representing the number of failed refund transactions in the current period. It also displays the variance of the number of failed refund transactions in the previous period and the percentage change across both periods.
How it's measured
Total Failed Refund Transactions = Total number of failed Refund transactions in the period.
Reading
A downward trend in total failed refund transactions is good for business.
Interpretation
A refund can fail if the customer's bank or card issuer cannot process it correctly (e.g., due to a closed bank account or an expired card).
Example
This metric provides the total number of cards that expired in the previous six months.
Explanation of metric
A table displays the number of credit cards that expired within the last six months, broken down by period.
How it's measured
Total Cards Expired = Count of cards with expiry date within the last 6 months per period.
Period refers to the year and month of expiry date.
Reading
An upward trend in total expired cards indicates that you may have had a higher involuntary churn in the past six months. It means you need to investigate your churn further.
Interpretation
This metric provides insight into voluntary versus involuntary churn due to expired credit cards. Many expired cards may indicate issues with card management or payment updating processes.
Example
This metric provides the total number of cards expiring in the next six months, including the current month.
Explanation of metric
A table shows the number of credit cards that expire within the next six months, segmented by period.
How it's measured
Total Cards Due to Expire = Count of cards with expiry date within the next 6 months per period.
Period refers to the year and month of expiry date.
Reading
A downward trend in total cards due to expire is beneficial.
Interpretation
Use this metric to proactively address credit card expirations, reducing involuntary churn and payment defaults.
Example
If, during the next six months, the Total number of cards due to expire is 150
Then, the Total Cards Due to Expire would be 150.
This metric summarizes failed refunds based on error codes.
Explanation of metric
A table displays the total number of failed refunds segmented by error codes.
How it's measured
Refunds Error Summary = Number of failed refunds per error code during the period.
Reading
There are no specific upward or downward trend indications.
Interpretation
A decrease in the number of failed refunds per error code indicates an improvement in refund processing. A high number of failures can negatively impact the customer experience. Investigate and resolve errors to ensure seamless refund processing and enhance customer satisfaction.
Example
In a given period:
This metric summarizes the total number of failed refunds segmented by error codes and card type.
Explanation of metric
A table displays the total number of failed refunds, segmented by specific error codes and categorized by card type.
How it's measured
Refunds Error Summary by Card Type = Number of failed refunds per error code during the period by card type.
Reading
There are no specific upward or downward trend indications.
Interpretation
This metric highlights which card types experience the highest number of refund transaction errors and identifies the specific error types. Use this information to troubleshoot and resolve issues more effectively, enhancing overall refund processing efficiency based on card type.
Example
During a given period, there are 120 refund errors for Visa, 80 of which are attributed to Error Code 1 and 40 to Error Code 2. Similarly, for MASTERCARD, the total number of refund errors is 90, with 60 errors due to Error Code 1 and 30 due to Error Code 2.
The Refund Error Summary by Card Type would be displayed as follows:
For card type: VISA
For card type: MASTERCARD
Summarize the total number of failed payments segmented by error codes.
Explanation of metric
This table displays the total number of failed payments, categorized by error codes encountered during payment processing.
How it's measured
Payments Error Summary = Total number of failed payments segmented by error code
Reading
There are no specific upward or downward trend indications.
Interpretation
Analyze this metric to identify the types of errors causing payment failures. Understanding the error codes helps diagnose issues and improve payment processing efficiency. This summary, available on the payment result page after transaction completion, provides insights into the nature of payment issues.
This metric summarizes payment errors categorized by card type and error codes.
Explanation of metric
This table displays the total number of failed payments, segmented by error codes and card type, during payment processing.
How it's measured
Payment Error Summary by Card Type = Total number of failed payments segmented by error code by card type.
Reading
There are no specific upward or downward trend indications.
Interpretation
Use this metric to identify which card types are associated with the highest number of payment errors and the specific error types. This information helps troubleshoot and resolve payment issues based on the card type.
Example
In a given period, Total number of failed payments for each error code segmented by card type = 100
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