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Payments Dashboard

If you have a PayPal account, then there are high chances that you might have used it for making online payments. The Payments Dashboard in PaySketch shows all the payments that have been made through your PayPal account. It is quite productive to keep track of payments through PayPal as many a times, canceled subscriptions and unauthorized PayPal transactions can be taken care of by having a look at the payments. The Payments Dashboard also comes handy to calculate all the expenses that have been done through a period of time while generating profit and loss report for your business through PayPal. Before you analyze your actual payments (and not the demo data), be sure to have setup PaySketch with PayPal.

Navigate to the Payments Dashboard by select Payments from the Dashboard dropdown menu.

Payments Dashboard Sections

The Payments Dashboard has the following sections shown in the user interface:-

Header

The header section of the Payments Dashboard shows the account balance, the payments that have been made on the day, payments made in the month and total payments. The header gives good enough information to keep you on alert when you see an increase in the payments being made.

Notifications

The Notifications section of the Payments Dashboard, like other dashboards, will show notification messages for warnings, errors and information. Besides it also shows the Send Money button, an internet connectivity indicator and an activity indicator.

Filters

Filters in the Payments Dashboard lets you filter all payments by a Transaction Status, also allowing you to limit the search results by a date range. Real time search box lets you search through names, email address, amount and currency of payments, as you type.

Data

The Data section is divided into 4 components:-

Trend Chart
Highlights
Payments
Details

Trend Chart

The trend chart shows payment trends over set intervals of time. It defaults to months, but can the chart can be set to show data for days, weeks and years too. Trend analysis of PayPal payments help you get deep insight into areas where all the payments have been drawn from your account. A sudden spike or a growing payments curve could act as an alert for unauthorized PayPal payments or charges for subscription services which were canceled but your account still got charged for the same. Trend analysis also helps you keep a tap on the expenses and helps you better plan for the future of your online business.

Highlights

Highlight are dynamic indicators which reflect the total and average payment amount in numerals. It also shows a chart distributing the payments you’ve made by their status (for example – payments for a few services you might have purchased via eCheck might still be in pending status). This data section gives you quick numbers for analysis and keep your away from doing all the calculations.

Both, the trend chart and highlights show a change of state and data as you search for payments, thus allowing better pictorial view from across the board to the filtered results. The chart and highlights can also be quickly downloaded as a PNG image by clicking the download chart button.

Payments

All the payments will show up in the payments grid, reverse sorted by date. Clicking on the payments will show their details on the right. Grid data is paginated by a set number of rows which can be configured from the Settings Dashboard.

Details

The details section will show details for each payment that has been made from your PayPal account. To view details of any particular payment, simply click on the payment from the payments grid and details for the same with show up in this section. Payments, like Sales Dashboard, also has 3 fixed and a variable component:-

Fixed components are:-

Details
- Seller’s name
- Seller’s email address
- Transaction time
- Transaction ID
- Transaction Status
- Transaction Type
- Amount
- Transaction Fee
- Net Amount
Order Details – shows the details of the product purchased – name, quantity, amount, tax and total.
Transaction and Shipping Details – shows further details about the transaction such as multiple statuses and charges. Shipping details include the status at which the seller is suppose to ship the product (for which the payment was made).

The Variable component is:-

Related Transactions – this component is visible when the transaction has one or more related transactions. This could be due to refunds, reversals, chargebacks or eCheck failures.

Footer

The footer section in Payments Dashboard shows the total number of payment transactions, credits, debits and the total fee (if any) has been charged to you for processing the payment.

Use cases

Using the PaySketch Payments Dashboard for PayPal, you can:-

Export PayPal payments.
Generate PayPal payments report
Track PayPal payments
Monitor payments through PayPal, and file a dispute if the offered product/ service has not been received
View payments going through subscriptions
Safeguard PayPal balance by monitoring any unauthorized payments

Setup and Instructions

Customers Dashboard

Sales Dashboard

The Sales Dashboard in PaySketch lets you easily manage and track PayPal sales. All sales made through your PayPal account will be automatically pulled into PaySketch after you have connected PaySketch with your PayPal account using the PayPal API Signature. All sale transactions will be listed in a grid, along with details showing up on the right. A trend chart and highlights about the sales provide precise indicators to the past and current health of sales, which will help you foresee and forecast your future sales.

To navigate to the Sales Dashboard, select Sales from the Dashboard dropdown menu. This is how it looks:-

Sales Dashboard Sections

The Sales Dashboard has the following sections:-

Header

The Header section in the sales dashboard gives you quick insight into sales through PayPal. It shows the current account balance, the most recent sale amount, total sales in the month and total sales overall since when the PaySketch has been configured to pull data from PayPal.

Notifications

The notifications area in the Sales dashboard contains a message/ warning/ error area, a Send Money button, an internet connectivity indicator and background activity cum process indicator.

Filters

The filters section is similar to the one in the Transactions Dashboard. Users can filter and search all sales through PayPal using the transaction status, date range and real-time search box filters. Filtered results automatically appear in the data section.

Data

The Data section of Sales Dashboard can be divided into 4 primary components:-

Trend Chart
Highlights
Sales Transactions
Transaction Details

Trend Chart

The trend chart in the dashboard shows Sales trends over a period of time. By default, when the dashboard loads all the data, the sales trend is segmented by Months. Trends help analyze PayPal sales performance, peaks and lows, market penetration, and the overall value that the business bring in a period of time. The data in the trend chart is directly linked to all search criterias – so you can see live changing trends as you search for sales transactions on PaySketch.

Trends can be dynamically configured by simply clicking on the time slots by which the trends need to be groups. Sales trends can be groups by Days, Weeks, Months and Years.

Highlights

Highlights is high-level numeric spotlight focused on bringing you the most important sales indicators. Highlights show sales, average revenue per sale, refunds and statues of all transactions by means of a pie chart. Highlights are dynamic and sensitive to search – so which you search for transactions between a particular date, you can see the highlights respond to search. For example, you can figure out the total sales, refunds and status distribution of your online sales between 2 dates. Or you could simply search for transactions for a set of particular customers by typing in their names and view the revenue contribution and refund requests from them.

One can also download the trend chart with the highlights by simply clicking on the download button shown right below the sales trend.

Sales Transactions

The Sales transactions show up in a grid, reverse sorted by the date of purchase. The grid also reflect changes to the data and is automatically refreshed as newer sales happen and the dashboard revisited. Filtering data through real time search or by inbuilt transaction status and date range filers also show their results in this section of the sales dashboard. The data presented is paginated and this configuration can be changed or disabled from the Settings Dashboard.

Details

Details for each sale will show up right next to the transactions grid, one sale at a time. The data in this section gets changed as one browses through different sales transactions as shown in the grid. Details have 3 fixed and a variable components which are shown depending on the type of transaction whose details have been requested for.

The fixed components are:-

Details
- Buyer’s name
- Buyer’s email address
- Transaction time
- Transaction ID
- Transaction Status
- Transaction Type
- Amount
- Transaction Fee
- Net Amount
Order Details – shows the details of the product purchased – name, quantity, amount, tax and total.
Transaction Details – shows further details about the transaction such as multiple statuses and charges.

The variable component is:-

Related Transactions – shows up in case the transaction in question has other transactions related to it. This happens in case of refunds, reversals, chargebacks etc.

Footer

The footer section of the sales dashboard reflects indicators for all sales transactions that show up in the sales grid. The footer contains information such as:-

Total Sales – which are listed in the grid. This helps in case you have broad search parameter and would like to know the number of sales made.
Sales – Amount of gross sales made.
Net Credit – reflects the net sales.
Fees – shows the total fees charged via PayPal for processing the sales orders.

Use cases

Using the Sales Dashboard in PaySketch, you can:-

Export PayPal sales, all or a part of it.
Generate profit report for sales through PayPal
Generate Monthly PayPal sales report
Track total sales through PayPal
Download PayPal sales report in CSV instantly, without waiting
Do a lot of slicing and dicing with the data to analyze PayPal sales

Setup and Instructions

Payments Dashboard

Transactions Dashboard

The Transactions Dashboard in PaySketch uniquely compiles a list of all the PayPal transactions, reverse sorted by date, and lists them in a tabular format. The primary aim of this dashboard is to allow tracking of PayPal transactions, calculating PayPal fees and keeping up to date with the latest happening in your PayPal account. Be it payments received or sent, refunds, transfers, chargebacks or anything else that is a transaction will be shown on this dashboard. Given the ability of PaySketch to automatically connect to PayPal in configured intervals of time, this dashboard gets automatically refreshed with the latest data.

To navigate to the Transactions Dashboard, click on the Dashboard dropdown and select Transactions. This is how the dashboard looks when filled with demo data

Transactions Dashboard Sections

The Transactions Dashboard has the following sections:-

Header

The header contains information that you can view and assimilate quickly. It shows the current Account Balance, the amount of latest transaction, the total number of PayPal transactions for the month and the total transactions since the start date.

Notifications

Notifications shows alerts, warnings and information indicators in textual and graphical notions. It also has a Send Money button using which one can send money/make payments through PayPal. The internet connectivity and real time activity indicators also find their presence in this area.

Filters

This section contains all the possible filters that one can use to filter through the transactions listed in the table below.The following filters are available in the Transactions dashboard:-

Transaction Status – a dropdown containing all the transaction statuses using which you can make quick search actions on the list of transactions.
Date Range – if you wish to search for transactions between a range of dates, then the date range filter helps doing the same.
Real time search – search as you type is the key to this wonderful real time search box. You can search by name, email address, transaction type, amount and even by currency code.
HotSpots – are actionable links that let you quickly search and filter for alike transactions

Data

The data or analytics section of the dashboard is divided horizontally into 2 primary components

Transactions
Details

Transactions

This component lists all the PayPal transactions in a table. The data within also reflects results to transaction search and is automatically updated with the latest transactions. For usability, the transactions are paginated and by default 200 transactions are visible on each page. Changes to pagination can be configured from the Settings Dashboard.

Export PayPal data – One can export PayPal data to csv including name, email address, amount, fees and other fields by simply clicking on the download button shown right below the transactions grid.

Details

Clicking on any of the rows in the transactions component will list the transaction details in this section. The transaction details has a fixed and various dynamic components, depending on the type of transaction for which the details are being viewed. The fixed transaction details are:-

Name
Email Address
Transaction time
Transaction ID
Transaction Status
Transaction Type
Amount
Transaction Fee
Net Amount

HotSpots – HotSpots are quick search filters which you can apply across all transactions. HotSpot links are available for:-

Name
Email Address
Transaction Status
Transaction Type
Transaction ID

Clicking on any such HotSpot will filter the transactions by the exact textual match. Situations where this can come in handy could be when you want to search for all transactions related to a particular name or email address. Or if you wish to view all transactions for of a certain type or status. HotSpots on Transaction IDs are available in Related Transactions and Refund Details.

Variable transaction details include components such as:-

Order Details – in case of a payment for a product sold online.
Related Transactions – shows a list of all related transactions.
Refund Details – shows the details of the primary transaction for which the refund has been processed.
Transaction Details – shows further details such as the statues for payment, payer and address. Also includes details for shipping and handling charges along with Protection Eligibility.
Shipping Details – in case of a sale, if the the buyer has specified a shipping address, then that too gets listed. One can print shipping label directly from the application and can even mark and item shipped for reference.

The footer section of the Transactions Dashboard contains cumulative references to the data as shown in the transactions grid. There are 4 different data pointers shown in the footer:-

Transactions – total number of transactions present in the grid’s current page.
Credit – total amount (gross amount) that has been credited in reference to the transactions listed in the grid.
Debit – total amount debited from the account while considering the listed transactions.
Fees – total amount of fees that has been charged for the transactions currently listed in the transaction grid.

All the values are dynamic and change as the data in the transactions grid changes, either through updates, search or when moving to different pages of the grid results.

Use cases

Using the PaySketch Transactions Dashboard for PayPal, you can:-

Calculate PayPal fees
Export all PayPal transactions
Export PayPal data
PayPal export to CSV
Track PayPal transaction
Acts as a PayPal Dashboard

Setup and Instructions

Sales Dashboard

Summary Dashboard

The Summary Dashboard is imminently visible as you open PaySketch. It is what we refer to as the ‘landing page’ of the product. The primary focus of the Summary Dashboard is to give you a complete insight into your PayPal account really quickly. This helps you keep track of milestones and provides a great health indicator of your online sales through PayPal.

This is how the Summary Dashboard looks like

The Summary Dashboard is segmented sections, each of represents a business vertical:-

Sales
Fee/Debits
Payments
Customers
Products
Geographic Insights

Sales

The Sales section is focused on PayPal Sales. To help you make quick decisions it includes a lot of actionable performance indicators such as :-

Total Sales – Shows the total amount of sales that has been generated through your PayPal account from the time since when the PayPal account has been configured to connect to PaySketch till the last synchronization. By default, the amount shows up sales that has taken place in your account’s primary currency.
Cleared Sales – Shows the total amount of sale transactions that are in completed or cleared state. This amount excludes all figures that account for pending, failed, canceled or reversed transactions.
Subscriptions – This figure shows the net contribution of subscription based products/services to your business.
Net Sales – Show the amount that remains after all PayPal transaction charges and service fees. This helps you figure out the total amount of actual revenue that you have made via online sales through PayPal, after paying all transaction fees.
Pending – Many a times, you would receive payments via electronic checks or have payments are put on hold. This KPI accounts for all such sales which are still pending.

All statistics exclude Failed and Canceled payments. All the Sales indicators help you retrospect and forecast your online sales. They also provide you with valuable data such as the net earnings and the total fee.

Fees/Debit

The Fees/Debit section of the Dashboard is come right next and is focused on all the fees and charges around your PayPal Sales. This section includes:-

Fees – Shows the total amount of fees that has been charged by PayPal for processing your online sales payments from across the world. This figure includes all transaction fixed and variable fees charged for processing each sales transaction.
Refunds – Shows the amount and the number of refunds that have been processed through your PayPal account corresponding to the online sales through PayPal.
Reversed – This KPI shows total number and amount of sales that have been reversed from your PayPal account.
Chargebacks – Shows the amount and the number of chargebacks that were charged to your PayPal account for online sales.
Failed – Stats around Failed or Canceled payments find place in this indicator.

Chargebacks and Refunds are good indicators of how well your products are being received (and perceived) by customers. A high number of chargebacks and refunds are red signals and demand immediate attention.

Payments

The Payments section of the Summary Dashboard shows all statistics around payments that have been made from your PayPal account.

Payments – Shows the total amount of payments that have gone out from your PayPal account.
Recent – Shows the last payment amount.
Subscriptions – Shows the total amount of payments made for subscriptions/pre-approved payments.
Refunded - Shows the total amount that has been refunded back to your account for payments that you had made.
Withdraws - This indicator shows the total number and amount of bank withdraws that have been made from your PayPal account.

Customers

This section of the Summary Dashboard relays important information about Customers. It is crucial to understand how customers look at your products, how well they find them, when are the most likely to order and at what frequencies are you connecting with your customers. There are 5 important pieces of useful customer highlights that one can count upon while taking a bird’s eye view of all customers across the board.

Customers – Customer count is shown for this part of the indicator. It is the total number of unique customers who have contributed towards the total sales.
Repeat – Customer loyalty and retention are one of the key factors to market success. Customer Loyalty can be judged by looking at this parameter. The more returning customers you have in proportion to total customers, the more your products are loved.
LTV (Life time value) - Show how much each customer, on an average has contributed towards to total sales of all products
Pear Order Time – Show the peak time when most of the orders (by number) are processed. This indicator helps you realize the most important times when your online product sales – through website, email or invoicing should never have any order related issues. The peak time is when you can expect most of your customers purchasing and hence should be the most error free, without glitches website or business uptime.
Order Frequency – The number of days, hours, minutes and seconds between each order is what this indicator shows. A large order frequency means that the average time interval between any 2 orders is high.

Hover over any of the indicators to gain more insight, like the one shown below

Products

The Products section immediately follows the Sales section. Products are what you sell online to make a successful business and valuable data around your products help you measure, gauge and act upon their market performance. While designing PaySketch, we looked at the best key performance indicators for product which can deliver simple yet impacting analytics so that you can take your product sales to the next level. The Products section comprises of 2 fragments:-

Highlights

Highlights gain quick attention and lets you easily figure out just the right data you need to know about your products market performance:-

Products - Shows the total number of unique products that have ever been sold online through your PayPal account since when you had configured PaySketch to connect and bring in PayPal data from your account.
Products Sold – Shows the total number of product sales.
Highest Selling Product – A bright indicator which quickly tells you the best selling of all the products in your portfolio. Remember, this is best selling when we account for the number of times it has been sold and not be its revenue contribution. Hovering over the best selling product, you will know the exact number of times it has been sold and the total revenue that it has contributed to your online sales.
Least Selling Product – This indicator comes in handy to know which one of the products is the least selling of all. It may not be the least contributing, but in numbers all other products have sold equally or more than the one that gets listed. It should be fine if the product is a newly introduced one, otherwise, poor marketing, visibility or falling market demand could be possible reasons.
Most Refunded Product – The product listed under this domain is the one that has been refunded the most. It may be because customers often find issues with this product or it could very well be one of the highest selling products and proportionally has a refund rate. If its not, then this indicator warns for the same and customer feedback could help improve the same.

Performance by Revenue

Product performance can also be measured by the revenue contribution of the products. On the Summary Dashboard, the top 5 contributors and the 5 least contributing products to the overall sales revenue are listed with their share of the same. There are 2 sections for both topline and bottomline products:-

Grid – shows the top 5 / least 5 performers, their revenue contribution and the quantities sold
Chart – the charts of each type organizes the slice of each contributor with respect to its segment i.e. each chart slice of top 5 performers depicts their individual performance when results are isolated to the 5 participant products. Hovering over the slices will show further information like the percentage contribution of the product towards the Total Sales.

Geographic Insights

The Geographic Insights section focuses on mapping sales to different parts of the world and showing performance indicators such as:-

Countries – Total number of countries to which you have sold products/services to.
Max Customers - This indicator points out the country from which you have the maximum number of customers.
Min Customers - Lists the country from which there have been the least count of customers.
Max Sales – Shows the country from which there have been the maximum amount of sales (in the selected currency).
Min Sales - Lists the country from which your business has received the least sales for the selected currency and timeframe.

Setup and Instructions

Transactions Dashboard