Dashboard Analytics - Dodo Payments Documentation

Analytics and Reporting dashboard overview

Introduction

Dashboard analytics show how your business performs: revenue, customers, subscriptions, retention, payment success, and recovered revenue. Home gives you a quick daily view. Analytics holds the full set of metrics, with filters for period, comparison, and product.

Home

Today’s activity (Today) plus an overview you can customize.

Business Analytics

Revenue, customers, subscriptions, retention, transaction health, and recovery across your business.

Product-Level Analytics

The same metrics for one product: revenue, customers, churn, subscribers, and MRR.

Page Highlight Tiles

Summary metrics at the top of your products, subscriptions, payments, and other list pages.

Reports

Reconcile your balance, review every fee, and export any date range as CSV or XLSX.

Home

Home is your landing page in the sidebar. It has two sections: Today and Overview.

Today

Today shows the current day’s activity, hour by hour.

Headline chart: Switch between Net Volume and Gross Volume. It defaults to Net Volume and plots each hour against the same hour yesterday. To compare against a different day, pick a date.
Cash Position: The funds available in your balance. It follows the mode you’re in, so test mode and live mode show different balances.
Next Payout: The amount and date of your next payout. It always shows live mode data, even in test mode.

Each card has an info tooltip (ⓘ) and an “Updated” timestamp, so you can see how recent the data is.

Your Overview

Overview is a grid of metric cards you choose. To change it, click Customise. In Customise Your Layout, you can drag cards to reorder them, remove cards, and select which metrics each section shows. Your layout is saved for each business.

Default cards: Gross Volume, Net Volume, Refunds, New Customers, Top Customers by Spend, Average Order Value, Revenue By Country, and Payment Success Rate.
Controls:
- Period: A preset range such as Last 30 days, or a custom date range.
- Compare: Previous Period (the default), Previous Week, Previous Month, or Previous Year.
- Product: One or more products. Defaults to All Products.

Analytics

Open Analytics from the sidebar, directly below Home, to analyze your entire business. It has six tabs, and each tab has its own filters.

Revenue

Gross and net volume, payouts, refunds, disputes, and top markets.

Customers

Active and new customers, ARPU, top customers, and modeled LTV.

Subscriptions

MRR, Projected ARR, active subscriptions, and the full MRR breakdown.

Retention

Customer and revenue churn, NRR and GRR, cohorts, and trial conversion.

Success Rate

Payment and refund success rates with failure-reason analysis.

Recovery

Payment retries, dunning, and abandoned cart recovery performance.

Filtering & Customization

Each tab has a filter bar with three controls:

Time Period: A preset range (Today, Last 7 days, Last 30 days, Month to date, Quarter to date, Last 6 months, or All time) or a custom date range. New dashboards start on Last 30 days.
Compare: Previous Period (the default), Previous Week, Previous Month, or Previous Year. Comparison is unavailable on All time, because there is no earlier window to compare against.
Product: Multi-select, defaults to All Products. It filters the Revenue, Customers, Subscriptions, and Retention tabs. Payouts Received, Refunds, Disputes, and most Success Rate and Recovery cards always cover every product.

Dodo Payments remembers your date range and compare selections for each business and syncs them to your profile. Switching businesses, returning later, or signing in on another device keeps each business on the window you last used. The product filter isn’t saved and resets in each session.

Use filters to focus on specific products or time periods.

Revenue Tab

Track income, payouts, and dispute activity to see revenue trends and your top markets.

Metric	Description
Gross Volume	Total amount charged across all successful payments in the period, before fees, refunds, or disputes are removed.
Net Volume	Net volume = gross volume − fees − refunds − lost disputes.
Payouts Received	Payout = eligible sales − taxes − fees − refunds − chargebacks.
Refunds	Refund rate = refunded amount ÷ gross volume.
Disputes	The headline is the chargeback rate, gross of outcome. Every chargeback received counts, so chargebacks you later win, or that are withdrawn, don’t lower it. Card networks judge risk the same way. Won, lost, and pending disputes are shown as counts for context and compared across the two periods. Chargeback rate = chargebacks received ÷ payments.
Payments Count	Count of payments with a Successful status. In-progress, failed, and not-initiated attempts are excluded.
Payments Breakdown	Splits attempts into total, success, failed (network), failed (customer), and not initiated.
Average Order Value	AOV = revenue ÷ number of orders, across one-time and usage-based products.
Revenue by Product	Gross revenue attributed to each product, ranked from highest to lowest.
Revenue By Country	Revenue attributed to each country, based on the customer’s billing country. A full-width card pairs a world map with the ranked country list, and darker countries earned more. The top 150 countries are listed individually, and any remaining countries are grouped into one “Others” row.

Customers Tab

Analyze customer acquisition, retention, and spending patterns.

Metric	Description
Active Customers	Customers who made a payment or held an active subscription at any point in the period.
New Customers	Customers whose first successful payment with you falls in this period.
ARPU	ARPU = revenue ÷ active customers.
Top Customers by Spend	Customers ranked by revenue in the period, highest first. Each entry shows the customer’s name, or their email address when no name is on record.
New VS Returning	New = first purchase in this period. Returning = purchased with you in an earlier period.
LTV (model)	Modeled revenue from a customer before they churn. LTV = ARPU ÷ subscriber churn rate, with both on a monthly basis.

Subscriptions Tab

Monitor your recurring revenue and see how your Monthly Recurring Revenue (MRR) changes over time.

Metric	Description
Current MRR	Recurring revenue expected in a month, with every plan converted to monthly (a yearly plan counts as 1/12). One-time payments are excluded.
Projected ARR	Projected ARR = current MRR × 12.
Net New MRR	Net New MRR = New + Expansion − Contraction − Churned.
Active Subscriptions	Subscriptions that are billing, including those still in a trial.
New MRR	MRR added by brand-new subscriptions in the period.
Expansion MRR	Extra MRR from existing customers upgrading or buying add-ons.
Contraction MRR	MRR lost when existing customers move to a cheaper plan but stay subscribed.
Churned MRR	MRR lost when customers cancel their subscriptions in the period.

MRR counts each subscription separately, so a customer with concurrent subscriptions adds all of them. Each subscription adds its recurring amount, including add-ons, converted to a monthly rate. Trials add nothing until they convert, and usage-based subscriptions add only their fixed base price.

Retention Tab

Monitor customer retention and churn patterns.

Metric	Description
User Retention	Groups customers by signup month (cohort), then shows the share of each cohort still active in every later month. Retention (month k) = cohort customers active in month k ÷ cohort size.
Customer Churn Rate	Share of starting subscribers who cancelled during the period, with the churned-customer count beside it. Customer churn rate = churned subscribers ÷ subscribers at start of period.
Revenue Churn Rate	Revenue churn rate = churned MRR ÷ starting MRR. Starting MRR is the recurring revenue from existing customers at the start of the period, which is where the prior period ended.
Net Revenue Retention (NRR)	Includes upgrades, so it can exceed 100%. NRR = (starting MRR + Expansion − Contraction − Churned) ÷ starting MRR.
Gross Revenue Retention (GRR)	Excludes upgrades, so it caps at 100%. GRR = (starting MRR − Contraction − Churned) ÷ starting MRR.
Trial Conversion	Trial conversion = trials converted ÷ trials that ended in the period.

Success Rate Tab

Monitor payment and refund success rates to find and resolve transaction issues.

Metric	Description
Payment Success Rate	Only processor and network failures count against it. Customer-fixable failures, such as a wrong or expired card, are excluded from the denominator. Payment success rate = succeeded ÷ (attempts − customer-fixable failures).
Payments Breakdown	Splits attempts into total, success, failed (network), failed (customer), and not initiated.
Payment Failure Reason	Breakdown of payment failures by reason.
By Payment Method	Per method (card, wallet, UPI, BNPL): success rate = succeeded ÷ attempts, and volume = succeeded amount.
Checkouts	How many checkout sessions customers began, whether or not they completed them.
Refund Success Rate	The share of initiated refunds that processed successfully.

Transaction Failure Reference

All transaction failure codes and their reasons.

If success rates drop or failures spike, review the failure reasons and address them promptly to limit lost revenue.

Recovery Tab

Track how much revenue Dodo Payments recovers for you through automated payment retries, dunning emails, and abandoned cart recovery.

Metric	Description
Recovery Overview	Recovered revenue as a trend, with the overall recovery rate. Recovery rate = recovered ÷ recoverable failed amount. Hard declines, such as closed accounts, are excluded from the recoverable amount.
Recovery by Flow	Recovered revenue broken down across retries, dunning, and abandoned cart.
Payment Retries	Retry attempts, successful retries, retry success rate, and subscriptions saved.
Dunning	Dunning entries, emails sent, recovered revenue, recovery rate, and average time to recover.
Abandoned Cart	Abandoned checkouts, recovered revenue, recovery rate, and average time to recover.

Recovery Features

Configure payment retries, dunning, and abandoned cart recovery.

Product-Level Analytics

To see analytics for one product, go to Products and select the product. The product page shows the same cards as Analytics, scoped to that product.

The product page has five tabs. Subscribers and MRR appear only for subscription products.

Overview

Revenue cards, plus the product’s transactions and discounts.

Customers

Customer cards for this product, including top customers by spend.

Retention

Churn, retention, and trial conversion for this product.

Subscribers

All subscriptions with status and billing details.

MRR

Monthly Recurring Revenue breakdown: new, expansion, contraction, churned, and net.

One filter bar sets the period and comparison for every tab. It starts on Last 30 days, or on the range you last used for this business.

Overview Tab

The Overview tab shows the product’s Revenue cards: Gross Volume, Net Volume, Payments Count, Payments Breakdown, Average Order Value, and Revenue By Country. The Revenue Tab defines each metric. Below the cards, a Transactions table lists every payment for this product:

Column	Description
Payment ID	Unique identifier for the transaction
Status	The payment status, such as `Successful`, `Failed`, or `Processing`
Amount	Transaction amount with currency
Date	Timestamp of the transaction
Payment Method	Card, UPI, or other method used
Refund	Option to initiate a refund

More columns show customer, subscription, currency, invoice, card, refund status, and dispute status details.

Product transactions table with payment IDs, statuses, amounts, and refund actions — Transactions table showing payment history for the product

To narrow the list by status, click Filter by status and choose Not initiated, In progress, On hold, Failed, or Success. A Discounts table follows the transactions.

Customers Tab

See who buys this product and how much they spend.

The Customers tab shows the product’s customer cards: Active Customers, New Customers, ARPU, Top Customers by Spend, New VS Returning, and LTV (model). Top Customers by Spend ranks customers by the revenue this product earned from them. The Customers Tab under Analytics defines each metric.

Retention Tab

See how well this product keeps its subscribers.

The Retention tab shows the product’s retention cards: User Retention, Customer Churn Rate, Revenue Churn Rate, Net Revenue Retention, Gross Revenue Retention, and Trial Conversion. Customer churn rate is the share of subscribers who cancelled. Revenue churn rate is the share of MRR lost to cancellations. Track both over time to spot trends early and act on them.

Subscribers Tab

A list of the subscriptions for this product that were created in the selected period.

Column	Description
Subscription ID	Unique identifier for the subscription
Customer Email	The subscriber’s email address
Status	`Active`, `Pending`, `On hold`, `Paused`, `Failed`, `Cancelled`, `Expired`, or `Scheduled for Cancellation`
Product Name	The product this subscription belongs to
Quantity	The number of units on the subscription
Start Date	When the subscription began
Next Billing Date	The upcoming renewal date
Next Billing Amount	The amount due at next renewal (excluding tax)

More columns show the customer’s name and business name, billing frequency, trial days, cancellation details, tax details, and IDs.

MRR Tab

A breakdown of the product’s Monthly Recurring Revenue.

The MRR tab shows the product’s subscription cards: Current MRR, Projected ARR, Net New MRR, and Active Subscriptions, plus the MRR components below.

MRR breakdown showing New MRR, Expansion MRR, Churned MRR, and Net New MRR with trend charts — Detailed MRR breakdown with New, Expansion, Churned, and Net New MRR

Metric	Description
New MRR	MRR from new subscriptions in the period
Expansion MRR	Extra MRR from existing subscribers upgrading or buying add-ons
Contraction MRR	MRR lost when existing subscribers downgrade without cancelling
Churned MRR	MRR lost from cancelled subscriptions
Net New MRR	The net result: New MRR + Expansion MRR − Contraction MRR − Churned MRR

Each card compares its value with the comparison period you pick in the filter bar.

Page Highlight Tiles

Many list pages in your dashboard show highlight tiles at the top, with summary metrics you can read without opening Analytics. The tiles follow the page’s active filters.

Page	Highlight Tiles
Products	All Products, Active Products, Archived Products
Add-ons	All Add-Ons, Active Add-Ons, Linked to Products
Collections	All Collections, Active Collections, Archived Collections
Subscriptions	Active Subscriptions, On Hold, Cancelled
Payments	Successful Payments, Payment Volume, Failed Payments
Refunds	Successful Refunds, Refund Volume, Failed Refunds
Disputes	Disputes Created, Won, Accepted, Lost

“Active” products, add-ons, collections, and meters are those that have been part of at least one successful payment.

Reports

Reports have their own page: Settings → Reports. There you can track money movement on screen and build a CSV or XLSX export for any date range. Reports cover live mode only.

Reports

Balance and Payout Summary, All Fees, and four downloadable reports, with filters, row limits, and your full report history.

Two views explain your balance and your fees on screen. Four more build a download for any date range.

The Reports tab in Settings, showing Track Money Movement, Download Reports, and Generated Reports — Settings → Reports: live views, custom exports, and your report history

Fees have a dedicated view. Open All Fees under Settings → Reports for a total and a per-transaction breakdown.

Best Practices

Review your analytics regularly to spot trends and anomalies early.
Use filters to compare performance across products and time periods, and Revenue By Country to compare markets.
Open product-level analytics to see which products drive the most revenue and which have the highest churn.
If data looks wrong or missing, check your filters and date range first.

If discrepancies persist or data is still missing after you check your filters, contact support.

Contact Support

Email support@dodopayments.com with the page, the metric, and the date range.

Next Steps

Account Summary & Payout Wallet

Understand your earnings, deductions, and payout cycles.

Products

Create and manage your products.

Payments

Track and manage all payment transactions.

Refunds

Initiate and monitor refunds.

​Introduction

Home

Business Analytics

Product-Level Analytics

Page Highlight Tiles

Reports

​Home

​Today

​Your Overview

​Analytics

Revenue

Customers

Subscriptions

Retention

Success Rate

Recovery

​Filtering & Customization

​Revenue Tab

​Customers Tab

​Subscriptions Tab

​Retention Tab

​Success Rate Tab

Transaction Failure Reference

​Recovery Tab

Recovery Features

​Product-Level Analytics

Overview

Customers

Retention

Subscribers

MRR

​Overview Tab

​Customers Tab

​Retention Tab

​Subscribers Tab

​MRR Tab

​Page Highlight Tiles

​Reports

Reports

​Best Practices

Contact Support

​Next Steps

Account Summary & Payout Wallet

Products

Payments

Refunds

Introduction

Home

Today

Your Overview

Analytics

Filtering & Customization

Revenue Tab

Customers Tab

Subscriptions Tab

Retention Tab

Success Rate Tab

Recovery Tab

Product-Level Analytics

Overview Tab

Customers Tab

Retention Tab

Subscribers Tab

MRR Tab

Page Highlight Tiles

Reports

Best Practices

Next Steps