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Global Payments Dashboard

Zuora

Global Payments Dashboard

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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.

Access the Global Payments Dashboard

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

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.

UI Navigation

To get started with the Global Payment Dashboard, it is recommended that you understand its user interface's basic functionalities.

View the payment performance by period

Select the desired period by using the following buttons at the top of the dashboard:

  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year

Download data

You can download raw data or historical data by applying filters in the dashboard. 
 

Type of data

Steps

Raw data 
  1. In the upper right 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, this feature supports the download of data for up to one month each time. 

Historical data
  1. In the upper right of the dashboard, click the download icon.
  2. Select Download History.
  3. Configure the filters. 
  4. Click Export.

Configure filters

You can customize the data by configuring filters.

  1. In the upper left of the applicable metric, click Columns.
  2. Toggle on the applicable values. 
  3. Click Filters and complete the following fields:
    • Columns
    • Operator 
    • Value