Whether you're a small business owner or managing a large operation, this tool empowers you to gain valuable insights, make informed decisions, and maintain a healthy financial outlook with ease.
Customizing Your View
To tailor the dashboard to your specific needs, utilize the flexible filtering options located at the top:
Group By: Organize data by "Daily" or "Monthly" intervals to analyze trends at your preferred granularity.
Date Range: Define the period of interest (e.g., Last 30 Days) to focus on relevant timeframes.
Payment Processor: Filter transactions by processor (e.g., Stripe) to isolate specific payment sources.
Adjusting these filters allows you to drill down into the data that matters most to your business.
Cash Flow Tab
Overview: The Cash Flow tab offers a detailed snapshot of your financial movements, tracking the inflow and outflow of cash over the selected period. This is essential for understanding your liquidity and planning future expenses.
Key Metrics: Includes critical indicators such as Total Cash Inflow (e.g., $0.00 if no data is available), Total Cash Outflow, and Net Cash Flow, which represents the difference between the two. These metrics help you assess your financial health at a glance.
Visualization: A dynamic line graph illustrates cash flow trends over time, highlighting peaks, troughs, and overall patterns within the chosen date range. This visual aid is particularly useful for spotting seasonal trends or unexpected changes.
Usage: Leverage this tab to identify cash flow patterns, anticipate potential shortfalls, and ensure your business maintains sufficient funds for operations. Regularly reviewing this data can also support budgeting and forecasting efforts.
Table - All Payments Tab
Overview: The Table - All Payments tab serves as a comprehensive record of every transaction processed through your account. This detailed view is ideal for auditing, reconciling accounts, and investigating discrepancies.
Filters: Enhance your analysis by sorting payments by type (e.g., ALL, ONE-TIME, RECURRING) or using the search function to locate specific transactions by customer name or email. This flexibility ensures you can quickly access the information you need.
Columns: The table includes essential details such as Payment Date (e.g., the exact date and time of each transaction), Customer (e.g., name or email like "Random Customer, [email protected]"), Amount (e.g., $5,000.00), and Status (e.g., Succeeded, Failed, or Pending). This breakdown provides a clear picture of each payment’s journey.
Usage: Use this tab to review individual transactions, track payment statuses to ensure timely processing, and identify trends or issues such as failed payments. It’s also a valuable resource for generating reports or sharing data with your financial team.
Using the Dashboard
Search: Quickly locate specific payments or customers by entering their name or email in the search bar, saving you time during detailed reviews.
Export: Download your payment data in a convenient format (e.g., CSV or Excel) using the Export button, allowing for offline analysis or integration with other tools.
Additional Tips: Regularly check both tabs to stay proactive about your cash flow and payment status. Consider setting reminders to review the dashboard weekly or monthly, based on your business cycle.
Troubleshooting
If you encounter "No Data" in either tab:
Check Filters: Ensure the date range includes recent transactions (e.g., extend it to include 12 Jul 2025) and verify the correct time zone and payment processor are selected.
Verify Activity: Confirm that payments or cash flow events have been recorded in the system.
Need Help?
Reach out to GrowthOptix support via email [email protected] for personalized assistance. Include details like the date range and filters used for faster resolution.