Global Payments Dashboard

Zuora’s Global Payments Dashboard provides a comprehensive view of payment performance, helping to optimize payment flows, reduce revenue loss, and improve gross margins by leveraging extensive payment data.

Note:

The information on this page does not apply if you have enabled Modernized Zuora Payments. We recommend upgrading to Modernized Zuora Payments to leverage its advanced capabilities.

To join the Early Adopter program, contact your Zuora account representative.

Understanding your payment performance across various providers can be a complex and time-consuming task, and often leads to:

Fragmented views
Revenue impact
Biased analysis
Manual optimization
Lack of benchmarking

Zuora’s Global Payments Dashboard addresses these challenges by leveraging Zuora's extensive payment data to provide a comprehensive and actionable understanding of your payment performance. New customers

This feature categorizes your data in an easily consumable format. It helps you review the summary of Zuora’s payment performance and assists you in optimizing payment flows, reducing revenue loss, and improving gross margins. This feature helps you quickly review the following key metrics:

View data related to payment performance and payment retries in your Zuora tenant within the last year.
Analyze your payment performance to optimize the payments.
Quick access to review multiple metrics to analyze processed data
Total Payment Volume, Payment success rate by payment method, payment gateway, and Zuora Response Code (ZRC), and Document success rate and payment retries.

To access the Global Payments Dashboard, navigate to Payments > Global Payments Dashboard in the left navigation menu.

Compare the payment performance by period

This feature is designed to compare the data of the period you have selected with the previous period of the same duration you have selected. For example, if you select one month and the date is July 15, 2025, the system will analyze the data of the previous 30 days, i.e., June 15, 2025, to July 15, 2025, and compare it with data of the previous period, i.e., May 15, 2025, to June 15, 2025.

The dashboard supports comparing data for the following periods:

1 Month
3 Months
6 Months
1 Year

Configure filters in the Global Payments Dashboard

Configure columns and filters to customize the data displayed in the Global Payment Dashboard.

In the upper-left corner of the applicable metric, click Columns
Turn on the values that you want to display
Click Filters
Complete the filter fields
- Columns
- Operator
- Value

The dashboard displays data based on the configured columns and filters.

View and download Global Payments Dashboard data

Select a time period in the Global Payment Dashboard and download raw or historical data.

Use the controls in the Global Payment Dashboard to change the reporting period and download dashboard data.

View payment performance for a specific period
At the top of the dashboard, select one of the following options:
- 1 Month
- 3 Months
- 6 Months
- 1 Year
- 2 Years
Download raw data
1. In the upper-right corner of the dashboard, click the download icon
2. Select Download Raw Data
3. Enter or select a date in the Start Date field
4. Enter or select a date in the End Date field
  
  Note: Currently, you can download raw data for up to one month at a time.
Download historical data
1. In the upper-right corner of the dashboard, click the download icon
2. Select Download History
3. Configure the required filters
4. Click Export

The dashboard displays payment performance data for the selected period, and you can download raw or historical data.

Review your performance data

The sections below provide details about the data presented in each tab and allow you to compare the payment performance by period.

Summary

The following table provides descriptions of the metrics available in the Summary tab:


Metrics	Description
Total Payments Volume	Displays an overview of your payment volume and trends over a selected time period, such as one month, two months, or three months. This metric is calculated based on the payment creation date and can be broken down by payment method and gateway.
Document Success Rate	Displays the percentage of invoices settled successfully and analyzes the payment performance, indicating how many documents, such as invoices, have been successfully collected. The system calculates this metric using the following formula: Document Success Rate = (Total Number of Documents paid/Total Number of Documents)*100
Payment Success Rate	Analysis of payment performance using the payment method and geography metrics. This helps you understand payment errors and optimize fraud prevention or payment options based on the payment creation date. The system calculates this metric using the following formula: Total Payment Success Rate=(Total Payment Transactions success/Total Successful Payment Transactions attempted)*100

Payment Retries

The following table provides descriptions of the metrics available in the Payment Retries tab:


Metrics	Description
COLLECTION RATE	Percentage of invoices successfully collected through payment retry.
DOCUMENTS COLLECTED	The number of unique billing documents successfully collected through payment retry.
AMOUNT COLLECTED	The sum of the total amount collected through payment retry.
PAYMENT SUCCESS RATE	Percentage of payments successfully processed by retry. The system calculates this metric using the following formula: Retry Success Rate=(Total Number of Retry success /Number of Retry Payments attempted.)*100
AVERAGE OUTSTANDING DAYS	Average days consumed to recover invoices.
Document Retry Status	Count of billing documents in different retry status broken down by customer groups.
Payment by Attempts	Payment collection success rate over the first or corresponding attempts.
Gateway Error Responses	Details of the error returned by the payment gateway.
Retry Log	Displays the retry log for the last 3 months.

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