Payment Analytics – Revenue Tracking & Transaction Metrics

Transform payment data into actionable financial insights and optimize revenue generation #

Payment analytics in FORMEPIC provide comprehensive visibility into your payment forms’ financial performance, tracking every transaction from initiation to completion. Monitor total revenue, transaction volumes, payment success rates, and conversion metrics all in one powerful dashboard. With real-time revenue tracking, payment status breakdowns, and currency-specific analysis, you gain complete control over your form-based revenue streams. Whether you’re processing one-time payments, collecting deposits, or managing bookings, payment analytics help you understand what’s driving revenue, identify payment friction points, and optimize your forms for maximum financial success—giving you the financial intelligence needed to grow your business confidently.

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What Do Payment Analytics Track? #

Payment analytics in FORMEPIC monitor the complete financial journey of forms with payment fields, providing detailed insights into:

Financial Metrics #

• Total revenue generated across all transactions
• Average transaction value
• Revenue trends over time
• Revenue by payment status (succeeded, pending, refunded)
• Currency-specific revenue breakdowns

Transaction Metrics #

• Total number of payment attempts
• Successful payment completion rate
• Failed payment analysis
• Pending payment tracking
• Refund volume and patterns

Conversion Metrics #

• Payment conversion rate (viewers to successful payments)
• Drop-off analysis in payment flow
• Comparison of payment performance across forms

Operational Insights #

• Payment status distribution
• Processing success rates
• Common failure reasons
• Refund request patterns

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Accessing Payment Analytics #

Payment analytics are automatically available for any form with payment fields enabled.

From Individual Form Analytics #

1. Navigate to your form’s analytics page

• Click “Analytics” from the main navigation
• Click “View” next to a form with payment fields
• Or access from the Created page → form menu → Analytics

1. Select the “Payment Analytics” tab

• Located in the analytics navigation tabs
• Only visible for forms with Stripe or PayPal payment fields
• Displays comprehensive payment metrics and visualizations

Form Types with Payment Analytics #

Payment analytics are available for forms using:

• Stripe payment fields (one-time payments, subscriptions)
• PayPal payment fields (checkout, express payments)
• Forms of any type (Form, Order, Registration, Booking) with payment fields added

Note: Forms without payment fields will not display the Payment Analytics tab.

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Revenue Metrics #

Total Revenue #

Definition: The sum of all successfully completed payment transactions.

What’s Included:

• Successful payments only (status: “succeeded”)
• Full payment amounts
• All currencies converted to primary currency (if applicable)

What’s Excluded:

• Pending payments (not yet completed)
• Failed payments (unsuccessful attempts)
• Refunded amounts (subtracted from total)

Use Cases:

• Track overall form profitability
• Measure campaign ROI
• Financial reporting and forecasting
• Performance benchmarking

Total Transactions #

Definition: The total number of payment attempts across all statuses.

What’s Counted:

• Successful payments
• Failed payment attempts
• Pending transactions
• Refunded payments (counted at time of original payment)

What’s Not Counted:

• Abandoned forms before payment page
• Payment page views without submit

Use Cases:

• Understand payment volume
• Calculate success rates
• Identify processing capacity needs
• Measure payment system load

Average Transaction Value #

Formula: Total Revenue ÷ Number of Successful Transactions

Insights Provided:

• Typical order size
• Pricing effectiveness
• Customer spending patterns
• Revenue per conversion

Optimization Opportunities:

• Upsell or cross-sell strategies
• Pricing tier adjustments
• Bundle offerings
• Discount effectiveness testing

Benchmarking:

• Compare across different forms
• Track changes over time
• Measure impact of pricing changes
• Identify high-value customer segments

Conversion Rate (Viewers to Successful Payments) #

Formula: (Successful Payments ÷ Total Form Viewers) × 100

What It Measures:
The percentage of form viewers who complete a successful payment transaction.

Industry Benchmarks:

• 1-3%: Average for cold traffic
• 3-5%: Good conversion for warm traffic
• 5-10%: Excellent conversion for targeted campaigns
• 10%+: Outstanding conversion (highly optimized funnel)

Factors Affecting Payment Conversion:

• Form complexity and length
• Payment options offered
• Pricing and value proposition
• Trust signals and security indicators
• Checkout experience
• Mobile optimization

How to Improve:

1. Simplify checkout process
2. Add trust badges and security indicators
3. Offer multiple payment methods
4. Optimize for mobile devices
5. Reduce required fields
6. Provide clear pricing information
7. Add testimonials or social proof

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Payment Status Tracking #

FORMEPIC tracks four distinct payment statuses, giving you complete visibility into transaction outcomes.

Successful Payments #

Status: “succeeded”

Definition: Payments that completed successfully and funds were received.

Characteristics:

• Payment processed by payment provider (Stripe/PayPal)
• Funds transferred or pending settlement
• Customer received confirmation
• Form submission recorded as complete

What to Monitor:

• Success rate percentage
• Average time to success
• Success trends over time
• Success rate by payment method

Pending Payments #

Status: “pending”

Definition: Payments that are initiated but not yet completed.

Common Reasons:

• Bank transfer processing (ACH, wire transfer)
• Payment verification in progress
• 3D Secure authentication incomplete
• Alternative payment methods with delayed confirmation
• Manual review required

Action Items:

• Monitor pending duration
• Follow up with customers if extended
• Set automated reminders
• Track conversion of pending to succeeded

Typical Duration:

• Credit card: Usually resolves within minutes
• Bank transfer: 3-5 business days
• Alternative methods: Varies by provider

Failed Payments #

Status: “failed”

Definition: Payment attempts that were unsuccessful and did not complete.

Common Causes:

• Insufficient funds
• Incorrect card details
• Card declined by bank
• Expired payment method
• Network or technical issues
• Fraud prevention blocks
• Authentication failures

Impact:

• Lost revenue opportunity
• Customer friction and frustration
• Reduced conversion rates
• Potential cart abandonment

Optimization Strategies:

1. Clear error messaging: Help customers understand what went wrong
2. Retry options: Allow easy payment method changes
3. Alternative payment methods: Offer backup options
4. Payment verification: Pre-validate card details when possible
5. Customer support: Provide assistance for payment issues

Refunded Payments #

Status: “refunded”

Definition: Previously successful payments that have been returned to the customer.

Refund Types:

• Full refunds (entire transaction amount)
• Partial refunds (portion of transaction)

Common Reasons:

• Customer requested cancellation
• Product/service not delivered
• Quality issues or disputes
• Duplicate charges
• Goodwill gestures

Financial Impact:

• Reduces net revenue
• May incur processing fees (depending on provider)
• Affects conversion rate calculations

What to Track:

• Refund rate percentage
• Refund reasons (if documented)
• Time between payment and refund
• Patterns indicating systemic issues

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Revenue Visualization #

Revenue Over Time Charts #

Chart Type: Line chart showing revenue trends

Data Displayed:

• Daily, weekly, or monthly revenue totals
• Revenue amounts on Y-axis
• Time periods on X-axis
• Trend line showing direction

Use Cases:

• Identify growth trends
• Spot revenue spikes or drops
• Measure seasonality patterns
• Evaluate marketing campaign impact
• Financial forecasting

Analysis Tips:

1. Look for consistent growth or decline
2. Identify day-of-week patterns
3. Correlate spikes with marketing activities
4. Note any anomalies for investigation
5. Compare to previous time periods

Payment Status Trends #

Chart Type: Stacked area or line chart

Data Displayed:

• Transaction counts by status over time
• Color-coded by status (succeeded, pending, failed, refunded)
• Shows status distribution changes

Insights to Extract:

• Success rate trends
• Increases in failures (may indicate issues)
• Pending payment patterns
• Refund rate changes
• Overall transaction volume trends

Red Flags:

• Sudden increase in failed payments
• Rising refund rates
• Declining success rates
• Unusual pending payment accumulation

Revenue by Status Breakdown #

Chart Type: Stacked bar chart

Data Displayed:

• Revenue amounts by payment status
• Succeeded revenue (primary amount)
• Pending revenue (potential income)
• Refunded revenue (negative impact)
• Time-based comparison

What It Reveals:

• Net revenue after refunds
• Pending revenue at risk
• Impact of refunds on bottom line
• Revenue stability

Decision Making:

• Assess refund policy impact
• Identify need for payment method improvements
• Evaluate customer satisfaction indicators

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Payment Distribution #

Payments by Status (Pie Chart) #

Visualization: Pie chart showing transaction count distribution

Segments:

• Green: Successful payments
• Yellow: Pending payments
• Red: Failed payments
• Orange: Refunded payments

Ideal Distribution:

• 85%+ successful
• <10% pending
• <5% failed
• <5% refunded

Warning Signs:

• Failed transactions above 10%
• Refund rate above 10%
• High pending percentage (above 15%)

Analysis:

• Calculate success rate percentage
• Identify primary failure reasons
• Assess refund policy effectiveness
• Monitor for payment processing issues

Payments by Currency #

Visualization: Table or bar chart showing revenue by currency

Data Columns:

• Currency code (USD, EUR, GBP, etc.)
• Transaction count in that currency
• Total revenue in that currency
• Percentage of total revenue

Use Cases:

• Multi-currency form analysis
• Geographic revenue distribution
• Currency preference insights
• International expansion planning

Considerations:

• Exchange rate fluctuations affect totals
• Some payment providers limit currency options
• Consider conversion fees in analysis

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Understanding Payment Conversion Funnel #

The Payment Journey #

1. Form View → 2. Form Start → 3. Payment Page → 4. Payment Success

Drop-off Points #

Stage 1: View to Start #

Typical Drop-off: 20-40%

Reasons:

• Unclear value proposition
• Price too high or unclear
• Poor form design
• Lack of trust signals

Stage 2: Start to Payment Page #

Typical Drop-off: 20-50%

Reasons:

• Form too long or complex
• Unexpected information requested
• Price concerns
• Technical issues

Stage 3: Payment Page to Success #

Typical Drop-off: 5-20%

Reasons:

• Payment method issues
• Price shock
• Lack of payment options
• Security concerns
• Technical errors

Optimizing the Funnel #

At Form View:

• Clear pricing display
• Value proposition visibility
• Trust badges and security indicators
• Mobile-responsive design

During Form Completion:

• Minimize required fields
• Progress indicators
• Save and return functionality
• Clear pricing reminders

At Payment Page:

• Multiple payment options
• Clear total cost breakdown
• Security reassurances
• Easy payment method entry
• Error prevention and handling

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Troubleshooting Failed and Pending Payments #

Common Failed Payment Issues #

Issue 1: High Card Decline Rate #

Symptoms:

• Failed payment status with “declined” message
• Multiple attempts from same user
• Pattern across different users

Possible Causes:

• Insufficient funds
• Card expiration
• Incorrect card details
• Bank fraud prevention

Solutions:

1. Provide clear error messages
2. Allow payment method changes
3. Suggest alternative payment options
4. Offer customer support contact
5. Implement retry logic

Issue 2: Authentication Failures #

Symptoms:

• Failed payments with “authentication failed” errors
• 3D Secure issues
• International card problems

Possible Causes:

• 3D Secure not completing
• Strong Customer Authentication (SCA) requirements
• Cross-border restrictions

Solutions:

1. Ensure 3D Secure properly implemented
2. Test with international cards
3. Provide clear authentication instructions
4. Contact payment provider for configuration review

Issue 3: Technical Payment Errors #

Symptoms:

• Failed payments with system error messages
• Payment provider API errors
• Inconsistent failures

Possible Causes:

• API configuration issues
• Network timeouts
• Invalid payment provider keys
• Currency or amount formatting errors

Solutions:

1. Verify payment provider credentials
2. Check API integration logs
3. Test payment flow in test mode
4. Contact payment provider support
5. Review FORMEPIC integration settings

Managing Pending Payments #

Monitoring Pending Transactions #

Best Practices:

1. Check pending payments daily
2. Set up automated follow-ups
3. Track how long payments remain pending
4. Contact customers if pending exceeds expected timeframe
5. Know typical resolution times for each payment method

When to Take Action #

Immediate Action (0-24 hours):

• Most credit card payments should resolve
• Contact customer if authentication incomplete

Short-term (1-3 days):

• Bank transfers may still be processing
• Monitor for status updates

Extended (3+ days):

• Reach out to customer for status
• Check with payment provider
• Consider manual intervention or cancellation

Reducing Pending Payments #

1. Prefer payment methods with instant confirmation
2. Clearly communicate processing times
3. Send confirmation and update emails
4. Provide customer portal to check status

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Requirements #

• Form must include Stripe or PayPal payment field
• Payment provider integration properly configured
• Valid payment provider credentials (API keys)
• At least one payment transaction submitted (successful or failed)
• Forms must be published and accessible

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Tips and Tricks #

1. Monitor success rate daily for early problem detection
2. Compare performance across different forms to identify best practices
3. Use date filters to measure campaign-specific revenue
4. Track refund reasons in external systems to identify improvement areas
5. Test payment flow regularly to catch issues before customers do
6. Export payment data for integration with accounting software
7. Set revenue goals and track progress toward them
8. A/B test pricing on duplicate forms to optimize revenue
9. Review failed payments weekly to identify and fix common issues
10. Analyze currency distribution to inform international expansion

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Important Notes #

• Payment analytics update in real-time as transactions process
• Revenue calculations use successful payments only
• Refunds reduce total revenue in analytics
• Pending payments are not included in revenue until succeeded
• Test mode payments are excluded from live payment analytics
• Date filters apply to transaction timestamp, not submission date
• Currency conversion rates are based on transaction-time rates
• Payment provider fees are not reflected in FORMEPIC analytics
• Some payment methods have delayed status updates (can take hours to days)

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Common Issues & Troubleshooting #

Issue: No Payment Analytics Showing #

Possible Causes:

• Form doesn’t have payment fields
• No payment transactions submitted yet
• Payment provider not configured

Solutions:

1. Verify form includes Stripe or PayPal payment field
2. Check payment provider integration settings
3. Submit test payment to generate data
4. Ensure payment provider credentials are correct

Issue: Revenue Seems Inaccurate #

Possible Causes:

• Refunds not accounted for
• Multiple currencies causing confusion
• Date range filter applied
• Test transactions included

Solutions:

1. Check if refunds are being subtracted
2. Review currency conversion settings
3. Verify date range includes all transactions
4. Ensure test mode is OFF for live analytics
5. Compare with payment provider dashboard

Issue: High Failed Payment Rate #

Possible Causes:

• Payment provider configuration issues
• Fraud prevention rules too strict
• Limited payment methods offered
• Customer payment method problems
• Form asking for incorrect payment details

Solutions:

1. Review payment provider settings and rules
2. Test payment flow with various cards
3. Add alternative payment methods
4. Check error messages customers receive
5. Verify payment field requirements match provider needs
6. Contact payment provider support for investigation

Issue: Many Pending Payments Not Resolving #

Possible Causes:

• Bank transfer payment method (naturally slow)
• Payment provider webhook issues
• Network or API problems

Solutions:

1. Verify payment provider webhooks are configured correctly
2. Check if specific payment methods cause issues
3. Contact payment provider to investigate stuck transactions
4. Review payment provider dashboard for transaction status
5. Reach out to customers to confirm their payment status

Issue: Conversion Rate Lower Than Expected #

Possible Causes:

• Price is too high
• Payment process too complex
• Lack of trust signals
• Mobile experience issues
• Limited payment options

Solutions:

1. Review pricing strategy and competition
2. Simplify payment form (reduce fields)
3. Add trust badges, security indicators, testimonials
4. Test on mobile devices for usability
5. Offer multiple payment methods
6. Use A/B testing to optimize checkout flow
7. Add money-back guarantee or risk reversal

Issue: Can’t Export Payment Data #

Possible Causes:

• No payment data available
• Date range contains no transactions
• Browser blocking download

Solutions:

1. Verify payment transactions exist
2. Adjust date range to include transaction dates
3. Check browser download permissions
4. Try different browser
5. Refresh page and retry export