Choose the right report for each question
AtomicPay has multiple reporting areas because sellers ask different questions during launch, finance, support, and growth work.
Reporting areas
| Report | Use it when |
|---|---|
| Dashboard | You need a quick business performance snapshot. |
| Financial Overview | You need deeper revenue, payment method, refund, chargeback, trial, error, product, affiliate, agent, or UTM analysis. |
| Campaigns | You need to understand UTM performance and campaign trends. |
| Sales | You need to inspect individual purchases or support cases. |
| Finance | You need balance, withdrawal, payout delay, or bank account context. |
Common questions
| Question | Start with |
|---|---|
| How did sales perform today? | Dashboard |
| Which product generated revenue this week? | Financial Overview |
| Which campaign is winning? | Campaigns |
| Why did one buyer fail payment? | Sales or Financial Overview errors |
| Why does balance differ from revenue? | Finance plus Financial Overview |
| Which affiliate or agent drove sales? | Financial Overview or Sales filters |
Analyze performance
- Choose the question before choosing the report.
[Screenshot: Question written down — e.g. campaign performance vs withdrawal readiness.]
- Select the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Set the date range.
[Screenshot: Date range picker — same period for report comparison.]
- Apply product, affiliate, agent, payment method, or UTM filters.
[Screenshot: Report filters — scope narrowed to match the question.]
- Compare revenue, refunds, chargebacks, trials, and errors when relevant.
[Screenshot: Financial Overview tabs — refunds, chargebacks, and errors reviewed.]
- Use Sales to inspect individual transactions behind a trend.
[Screenshot: Sale detail — transaction explaining a report trend.]
- Use Finance to understand payout and balance differences.
[Screenshot: Finance balance — payout context for revenue questions.]
Best practices
- Do not compare reports with different date ranges or filters.
- Use Financial Overview for revenue analysis and Sales for transaction investigation.
- Check refunds and chargebacks before judging campaign profitability.
- Review PIX, card, trial, and error tabs separately when diagnosing payment performance.
FAQ
Why does Dashboard not match Finance exactly?
Dashboard shows business activity. Finance reflects settlement, pending balance, fees, refunds, chargebacks, payout delay, and withdrawal history.
Where should I analyze UTM performance?
Use Campaigns for campaign grouping and trend analysis. Use Financial Overview when you need revenue and payment-method context with UTM filters.
Where should support investigate one buyer?
Use Sales or Customer history, then compare with Subscriptions or Finance only when the case requires it.