Use cases

You will see a common Analytics workflow for your finance team.

Track daily revenue and payment method breakdown

Use this workflow when your finance team needs a fast daily view of business performance.

What the team wants to answer

• How much revenue came in today?
• Which payment methods contributed the most?
• How does today's performance compare with recent days?

Best tool

Use dashboard analytics. It gives finance and leadership teams built-in views of sales, net revenue, and payment methods.

Typical workflow

1. In the PayMongo Dashboard, go to Analytics → Reports.
2. Pick the date range you care about and review the Total sales trend.
3. Check the Payment method breakdown to compare payment methods.
4. Export the payments if your team needs a copy for daily reporting.

Why this works

This path is fast, repeatable, and easy to use during daily operations. It gives non-technical teams the numbers they need.

What to read next

• Read Dashboard analytics to learn what each part of the Reports page shows.