Read your dashboard's collection metrics
Understand the KPI cards and charts on your PaidSoon dashboard.
Your dashboard (/dashboard) surfaces a handful of metrics so you can see whether your follow-ups
are actually working, without digging through individual invoices.
Before you start
Metrics become meaningful once you have some invoice history — a brand-new account will show mostly zeros or dashes until invoices are imported and some are paid or resolved.
Steps
- Go to your dashboard (
/dashboard). - Read the top KPI cards for current overdue position.
- Review Collection Performance for recovery trends.
- Review Reminder Activity for day-to-day follow-up movement.
What you'll see
What each metric shows
Top KPI cards
- Outstanding invoices — total amount and count of everything currently active.
- Overdue invoices — total amount and count of invoices past their due date.
- Money collected this month — sum of invoices paid since the 1st of the current month.
- Average days to payment — average time between an invoice being created and being paid.
- Collection success rate — the share of resolved invoices that were paid (rather than manually resolved as unrecoverable).
Collection Performance
A compact panel showing money recovered this week, money recovered this month, average reminder-to-payment time, and your overall collection rate.
Reminder Activity
A step-by-step funnel: invoices awaiting their first reminder, reminders sent today, and invoices paid today.
Opened and Clicked show as 'not set up yet'
The funnel includes placeholders for email open and click tracking. PaidSoon doesn't have email open/click tracking wired up yet, so these two steps intentionally show no number rather than a made-up one — this isn't a bug.
What happens next
Use Average days to payment and Collection success rate as your headline indicators of whether your reminder sequence is working. If those aren't trending the way you'd like, consider adjusting your reminder schedule timing.
Common problems
- Metrics show "—" instead of a number — this means there isn't enough history yet (e.g. no payments recorded), not an error.
- Numbers look lower than expected — check whether some invoices are paused or have an active promise to pay, since those pause the reminder sequence without affecting whether the invoice is still outstanding.