The Payment Roll-Up Dashboard offers a consolidated view of an event's financial performance, allowing you to track key metrics across multiple payment gateways effortlessly.
Payment Roll-Up Dashboard Guide
Introduction
The Payment Roll-Up Dashboard in vFairs provides a comprehensive overview of all financial transactions related to your event. This tool helps you track payments, revenue growth, and gain insights into the overall financial health of your event.
Accessing the Payment Roll-Up Dashboard
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Log into vFairs: Begin by logging into your vFairs account using your credentials.
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Navigate to the Event Dashboard: After logging in, select the event for which you want to access the Payment Roll-Up Dashboard.
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Locate the Payment Roll-Up Section: From the event dashboard, find the "Analytics" tab and click on it to enter the Payment Roll-Up Dashboard.
Understanding the Dashboard Components
The Payment Roll-Up Dashboard consists of several key components that provide insights into your event's financial activities:
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Overview Panel: Displays a summary of today's revenue, today's users, discounts availed, and Total sales. This panel gives a quick snapshot of your event's financial status.
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Payment Details:
- Transaction History: View a detailed list of all transactions, including date, amount, payment method, and status (e.g., successful, pending, refunded).
- Filters: Use filters to narrow down transactions by date range, and preset filters like this week, this month or this quarter, or status to focus on veracity of financial data.
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Payment Methods: Overview of different payment methods used by attendees, such as credit cards, PayPal, or bank transfers. This section helps identify the most popular payment options.
Tracking Payments
- Real-Time Updates: The dashboard updates in real-time, allowing you to monitor payments as they come in.
- Notifications: Set up notifications for any pending payments or refunds that require your attention.
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Export Payment Report: Organizers can also download a payment report from the Analytics >> Event reports. This allows you to generate financial reports for specific time frames.
Conclusion
The Payment Roll-Up Dashboard in vFairs is an essential tool for managing your event's financial transactions. By leveraging its features, you can ensure accurate tracking of payments, and garner valuable insights into your event's revenue streams.
For further assistance or detailed inquiries, reach out to your account representative.