Financial Dashboards give you a customizable top-level view of all transactions.
Go to Analytics > Click Financial Dashboards > the Default Dashboard is shown
Different Dashboards are selected in the dropdown menu. In the Settings dropdown, the following options are available:
- Add New Dashboard - create a new dashboard
- Dashboard Settings - configure settings for the currently shown dashboard
- Add New Chart - add a new data chart to the dashboard
- Dashboard Theme - change the theme of the dashboard
- Make My Default - set the currently showing dashboard as the default
Click Save Changes when any new settings are set.
In the Add New Chart editor, the following Chart Data Types are selectable:
- Total Revenue
- Credit Card Declines
- Credit Card Fails
- Credit Card Recoveries
- Member Cancels
- New Members
- Affiliate Members
- Current Members
- Grace Period Members
- Refunds
- Subscriptions
- Event Registrations
- Ecommerce Store
- Course Purchases
- Site Visits
