Configurable Payment Retry home page metrics
Use the Configurable Payment Retry home page metrics and trend icons to monitor retry performance, collection success, and customer group comparisons.
Use metrics on the home page to evaluate the performance of your retry process for increased collection rates. If you are on another page of Configurable Payment Retry, you can navigate back by clicking the Dashboard tab.
You can also monitor the performance of your Configurable Payment Retry strategies by using the Configurable Payment Retry dashboard. Navigate to Administration > System Health > Configurable Payment Retry Dashboard to view the performance of your Configurable Payment Retry strategies. For more information, see Configurable Payment Retry dashboard.
Metrics
| Metric | Description |
|---|---|
| Retry Success Rate |
The percentage of successful payment attempts for all customer groups on this Configurable Payment Retry instance so far. Retry Success Rate = Number of successful retry payment attempts / Total number of retry payments attempted Payment attempts are any payment attempts executed by Configurable Payment Retry, excluding the initial payment run. |
| Document Success Rate |
The percentage of billing documents that are successfully collected for all customer groups on this Configurable Payment Retry instance so far. Document Success Rate = Number of billing documents collected / Total number of billing documents attempted Billing documents collected are any invoices or debit memos that were paid through the payment attempt initiated by Configurable Payment Retry. |
| Average Days Outstanding | The average number of days invoices or debit memos are unpaid before collection for all customer groups on this Configurable Payment Retry instance so far. |
| Amount Recovered | The total amount recovered and the amount recovered over the last 30 days, broken down by currency. |
| Document Success Rate by Customer Group | A chart displaying Document Success Rate time series for each customer group over the past six months. If you have implemented any A/B testing, such as testing for Smart Retry, you can use this chart to compare customer groups. |
| Customer Groups | Metrics comparison among active customer groups. |
Metric trend icons
The following icons next to the metrics provide visual cues to indicate the change in values over the last 30 days. These icons provide insights into the progress and efficiency of the retry strategies.
| Icon | Description |
|---|---|
| Green and up arrow | The number is trending up and showing a positive increase. |
| Red and up arrow | The number is trending up and showing a negative impact. |
| Green and down arrow | The number is trending down and showing a positive decrease. |
| Red and down arrow | The number is trending down and showing a negative impact. |
| Neutral sign | There is no shift in the rate. |
No data or all data is displayed
If no data or all data is displayed, no payments have been processed through the retry attempt initiated by Configurable Payment Retry. Ensure that you have properly configured Configurable Payment Retry. After the configuration is completed and payments begin to be processed, relevant data is populated and updated daily.