Before you begin
- In
livemode, your organization needs an active payments product, and your user needs Read access to Payments. All five predefined roles (Admin, Developer, Operations, Finance and Accounting, and Support) include this access. To learn more, see Permission roles. - In
testmode, every user can open Analytics, and the page shows your test payments.
Open Analytics
In the Dashboard side menu, click Payments. The Analytics page opens. Below the title, the page shows the date range of the data and, when you compare, the compared range. Last refreshed, at the top right, shows when Fintoc last updated the data.Filter the data
Every widget on the page uses the same filters:Compare periods
Click Compare and choose the period to compare with:- Previous period: The same number of days right before your date range.
- Same period, previous year: Your date range, one year earlier.
- Custom range: Up to 180 days.
Widgets
Summary cards
The four cards at the top show the totals for your filters. When you compare, each card also shows the change from the compared period.Conversion over time
A line chart of your conversion for each day or week in the date range. Switch between Day and Week to change the grouping. Hover over a point to see the total conversion and the conversion of each payment method for that day or week. When you compare, the tooltip also shows the compared period.Conversion by origin bank
Conversion for each payer’s bank, with the number of finalized payments per bank. Use Sort by to order banks by Volume, Highest conversion, or Lowest conversion. Payments without an identified bank appear last, as Unidentified. Click a bank to open its detail. The detail shows the bank’s attempts, conversion, and share of sales, and how its failures split by reason. Compare the bank’s failure reasons with All banks or with another bank. The Detail by reason table highlights in red the reasons whose share is at least twice as high for this bank as for the bank or banks you compare with.Conversion by payment method
A bar chart of conversion for each payment method, with a reference line for your total conversion. Hover over a bar to see the number of payments and the conversion. When you compare, the tooltip also shows the compared period and the difference in percentage points. For cards, the tooltip instead splits conversion by how the payer paid (Entered card, Apple Pay, or Google Pay) and by card type (Credit, Debit, or Prepaid).Failure reasons over time
A stacked bar chart of failed payments for each day or week, by failure reason. The chart shows your five most frequent reasons and groups the rest as Other reasons. Switch between Day and Week, and use Failure reasons to show only the reasons you choose. The table next to the chart lists the failed payments for each reason and, when you compare, the variation from the compared period.Investigate a failure reason
- In Failure reasons over time, click a reason in the table.
- In the detail, review Where it concentrates. This table lists, for each bank, the cases with this reason, the bank’s percentage of these failures, and its percentage of your sales. Banks whose share of these failures is at least twice as high as their share of sales appear in red. Use Search bank to find a bank.
- Review Latest payments with this reason to see the most recent affected payments.
- To export the payments with this reason, click Download these payments (CSV). Fintoc downloads a comma-separated values (CSV) file.