Insights

Analytics and reporting for your payment setup.

Understanding your Insights dashboard

Insights gives you performance analytics for your payment setup: conversion, payment method usage, and revenue trends, all in one place.

Home dashboard

Your Home page gives a quick "at a glance" overview, showing the same insight widgets and an order history chart for the last 7 days by default.

The Insights page

1. Go to Insights in the left menu.
2. At the top, configure the scope of the data you want to look at:
   • Time Range: the period to analyze (defaults to today).
   • Compared Time Range: an optional earlier period to compare against.
   • Customer Type: filter to all customers, consumers only, or business customers only.
   • VAT: choose whether amounts are shown including or excluding VAT.
   • Currency Conversion: the currency all amounts are converted to and displayed in.
   • Filters: add extra filters, for example by payment method or country, using Add filters.
3. Click Open tutorial at any time for an in-app walkthrough of the page.

Available charts

• Conversion Funnel: shows how customers move through your checkout, helping you spot where they drop off.
• Average Checkout Time: how long, on average, customers take to complete checkout.
• Order History: order volume or value over time, which you can break down by:
  • Segmentation: how orders are grouped.
  • Periodical: the time granularity (for example daily, weekly).
  • Number of orders: switch between showing order count or order value.
• Payment Split: the share of orders per payment method.
• Top Selling Products: your best selling products by units sold, shown as a bar chart.
• Customer Turnover Breakdown and Customer Employees Breakdown: for B2B merchants, breakdowns of customers by turnover and company size.

Hover the info icon on any widget for an explanation of exactly what it measures.

Tips for using Insights

• Use the Compared Time Range option to quickly see whether a change you made (for example enabling a new payment method, or updating your checkout theme) improved conversion.
• Combine the Customer Type and Filters controls to check how a specific segment, market or payment method is performing before making changes to your Payment methods or Configuration setup.
• Remember that Insights reflects data from the account context you are currently in: make sure Test mode is switched off if you want to see your real, live performance data.