Dashboard Metrics at a Glance
Everything you need to monitor your payment operations from one screen.
Texted Payments
Volume and dollar amount of payments sent via SMS text links. See how your text-to-pay channel is performing.
Emailed Payments
Track email invoice delivery volume and collections. Compare email vs text payment performance.
Completed Payments
Total successful payment volume and amount. The number that matters most—money collected.
Decline Percentage
Hard and soft decline rates tracked per provider with monthly trending. Spot problems before they become expensive.
Open Invoices
Outstanding invoices awaiting payment. Track your receivables and follow up on unpaid orders.
Processing Averages
Average transaction amount, monthly volume trends, and period-over-period comparisons to track growth.
Compare Provider Performance
When you route to multiple processors, you need to know which one is performing best.
Per-Provider Metrics
- Monthly transaction count per gateway
- Total dollar volume per provider
- Hard decline count and percentage
- Soft decline count and percentage
- Approval rate comparison
Actionable Insights
- Identify which provider approves more transactions
- Spot decline spikes early before they impact revenue
- Use real data to adjust your routing percentages
- Negotiate better rates with performance evidence
- Track month-over-month growth by channel
Decline Analytics
Not all declines are the same. FloPay tracks the difference so you can respond intelligently.
Soft Declines
Temporary failures like insufficient funds, network issues, or temporary blocks. These are retryable. FloPay's installment plans automatically retry soft declines on a smart schedule (1, 3, and 5 day intervals).
Hard Declines
Permanent failures like expired cards, fraud flags, or lost/stolen cards. These should not be retried. FloPay categorizes them separately so you can take appropriate action—like requesting updated card info.
Reporting & Exports
Beyond the dashboard—deep reporting for your finance and operations teams.
- Custom report builder
- Sigma BI dashboard integration (Enterprise)
- Daily transaction download from all providers
- Settlement reconciliation
- Payment status breakdown reports
- Customer payment history
- Receivables aging reports
- Full audit trail on every record
Frequently Asked Questions
-
How does FloPay get transaction data from my processors?
FloPay downloads settled transaction data from each of your payment providers daily via automated cron jobs. This data is normalized and aggregated into your dashboard metrics. Real-time payment events are also tracked as they occur through the FloPay gateway.
-
Can I set up alerts for decline rate spikes?
FloPay tracks decline rates per provider with monthly trending. Webhook notifications can be configured to alert your systems when payments fail. Enterprise plans include custom Sigma BI dashboards with configurable alert thresholds.
-
Does the dashboard integrate with my accounting software?
Yes. FloPay integrates with QuickBooks Online to sync customers, create invoices, and push completed payment data. Payment records can also be exported or pushed to your systems via webhooks and REST API.
Contact
Questions about analytics? We'd love to hear from you.