Dashboard Guide 6 - Payments YoY Analysis

Robyn Marais Updated by Robyn Marais

This dashboard provides a year-on-year comparative view of payment performance, highlighting trends in payment volume, methods, and order behavior across current and past events. It is designed to help teams track shifts in payment channel usage, manage operational risks related to refunds or layups, and support financial reconciliation and performance evaluation.

The dashboard enables comparison of total payments made, number of orders, average ticket per order, and total revenue generated via each payment method. It also includes detailed breakdowns of payment methods by local vs international usage, refunds and transfers, and layup orders by status.

This guide walks you through each key element of the dashboard to explain what the visuals represent and how to interpret the data effectively.

The dashboard enables you to:

  • Track total payments made, orders, and average ticket quantity per order.
  • Understand changes in revenue contribution across different payment types.
  • Identify shifts in consumer preferences (e.g., credit card vs EFT vs LayUp).
  • Review refunds, cancellations, and completed layups.
  • Analyse order-level payment activity to resolve customer queries or audit records.

Days to go

At the top of the dashboard, you'll find a “Days to Go” figure to help orient the timeline view.

To ensure a like-for-like comparison between current and past events (even if their dates differ), adjust the “Days Before Event” filter to: is between [inclusive] the current days before value and 360. This aligns data points based on how many days remain before the event date to standardise comparison across events.

Important: Be sure to populate the following filters: Current Event (Select one event) Past Event (Select one event) Comparison Events (Select both events)

Current Event, Change, Past Event

This section presents comparison tiles for key performance indicators (KPIs):

  • Total Payments Made
  • Orders
  • Average Ticket per Order

The visual tiles allow for a quick snapshot of current event performance against the equivalent time frame from the previous year to help you gauge if you’re ahead, behind, or on track.

Revenue by Payment Method

This bar chart breaks down gross revenue per payment method, enabling you to:

  • See which methods are driving the most revenue.
  • Identify trends in consumer payment preferences.
  • Validate if alternative options (e.g., LayUp, PayAt) are gaining traction or need adjustment.

Payment Method

A tabular view that shows:

  • Number of tickets sold per method
  • % of Total contribution by each method
  • Segmentation into local vs international payments

This is helpful to:

  • Compare markets and currency flows
  • Spot shifts in channel effectiveness
  • Optimise for preferred methods in future event planning

Payment Method Local v International

This section breaks down how customers are paying based on their geographic origin—comparing local (domestic) and international transactions by payment method.

What it shows:

  • Each payment method (e.g., CallpayCreditCardPayment, CallpayEftPayment, FreePayment) is displayed.
  • For both local and international customers, you’ll see:
    • Ticket volume (%) – How much of the total came through each method.
    • Comparative percentages – Helping you understand the relative popularity of each method by region.

Layup Ticket Types By Status

This table highlights how LayUp ticket types are performing—split by status:

  • Complete
  • Cancelled

You can evaluate:

  • Which tiers are popular for layaway
  • Drop-off or cancellation risks at the tier level

Use this to better plan future LayUp campaigns and inventory releases.

Tickets by Status

This section categorises tickets into:

  • Active
  • Pending Assignment
  • Refunded
  • Transferred

It enables quick validation of fulfilment and refund processing and helps monitor operational efficiency and customer satisfaction.

Order Items Detail

This transactional-level detail gives visibility into:

  • Customer names
  • Order types (e.g. transfer, refund, ticket)
  • Time stamps and revenue per item

This is especially useful for:

  • Resolving support tickets
  • Performing manual audits
  • Tracking unusual activity (e.g., bulk transfers or refund surges)

🙋 FAQs

Q: Are refunds included in payment totals?

A: No – refunded tickets are excluded from totals unless the dashboard explicitly includes refund metrics.

Q: What does “Transferred” mean under ticket status?

A: It refers to tickets that have been successfully moved to another user account (e.g., using ticket transfer tools).

Q: Can I filter this by international vs local payments?

A: Yes – use the Payment Method (Country Split) section and filters to isolate data by market.

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