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Key Metrics in the Phoenix Dashboard

The Phoenix Dashboard provides a real-time overview of your store’s performance, including sales activity, subscriptions, refunds, chargebacks, and risk indicators. These metrics help you quickly identify trends, monitor revenue, and detect potential issues.

This guide explains each metric displayed on the Dashboard, how filtering works, and how to interpret the data.

Dashboard Filters and View Options​

Before reviewing metrics, you can customize how data is displayed using the filters at the top of the Dashboard. These controls help you focus on the time period, client, or store that matters most.

Date Range​

You can use the date range selector to define the time period you want to analyze. All metrics and charts update automatically based on the range you select, allowing you to compare performance over different periods.

Client and Store Selection​

You can choose how data is grouped by selecting a client and store from the dropdown menus.

If you select a specific store, the Dashboard displays metrics only for that store. If no individual store is selected, you will see combined data across all stores associated with the client. This makes it easy to switch between a global view and store-level insights.

Key Metrics Overview​

The metrics at the top of the Dashboard summarize critical activity across your store. Each metric includes an information icon that explains exactly how the value is calculated.

Direct Sale

This metric shows the total number of direct sale orders along with their unique approval rate for the selected date range. It helps you understand how well one-time purchases are performing.

Initial Subscription

This metric displays pre-authorization approvals for initial subscriptions, excluding any subscriptions that were salvaged. It reflects how many new subscriptions were successfully approved.

Recurring Subscription

This metric shows pre-authorization approvals for recurring subscription charges, excluding salvaged payments. It helps you monitor ongoing billing performance.

Subscription Salvage

This metric displays pre-authorization approvals for salvaged subscriptions, including both initial and recurring subscriptions that were successfully recovered after a failed payment.

Upsell

This metric shows approved upsell transactions and their approval rate. It helps you measure the effectiveness of your post-purchase offers.

Subscription to Bill

This metric displays the number of subscriptions scheduled to bill within the selected date range. It provides visibility into upcoming subscription charges.

Total Transactions

This metric shows the total number of approved transactions, including direct sales, subscriptions, and captured payments. It represents overall transaction activity.

Refunds

This metric displays the total number of refunds issued and the percentage they represent out of total transactions. It helps you track refund volume and trends.

Chargebacks

This metric shows the total number of chargebacks recorded as a percentage of total transactions. Monitoring this value helps you identify potential risk or disputes.

Active Subscribers

This metric displays the number of customers who currently have an active subscription status.

Subscribers in Salvage

This metric shows customers who are currently scheduled for the salvage process due to failed payments.

Cancelled Subscribers

This metric displays the total number of canceled subscriptions, including cancellations caused by manual actions, declined payments, exceeded salvage attempts, or disputes.

The charts below the key metrics provide additional context by showing how revenue and subscriptions change over time. These visuals help you identify patterns and evaluate performance at a glance.

Sales Revenue

This chart displays total revenue broken down by category, including direct sales, initial subscriptions, recurring subscriptions, salvaged revenue, and upsells. You can use it to see when revenue is generated throughout the day.

Net Subscribers

This chart shows subscriber movement over time, including new subscribers, canceled subscribers, and net subscriber changes. It helps you understand whether your subscription base is growing or declining.

Risk and Refund Insights​

The Dashboard also includes sections focused on risk and refund activity. These metrics help you monitor disputes and refund behavior.

Chargeback Summary

This section displays total captured transactions by card brand within the selected date range, along with chargebacks based on their received date.

Coverage Health

This section shows disputes recorded within the selected date range, categorized by card brand and received date. It helps you track overall dispute coverage.

Direct Sale Refund Ratio

This chart shows refunds from direct sales and upsell revenue as both a value and a percentage. You can hover over the chart to view daily data.

Subscription Refund Ratio

This chart shows refunds from subscription and salvage revenue, including revenue, refunds, and voids. Hover over the chart to see daily values.

If you want to continue exploring analytics and performance insights in Phoenix, review these guides: