The Payment Plans Dashboard
The Payment Plans dashboard gives you a single view of every installment-based plan in your organization: how much you've collected, how much is still owed, how far each plan has progressed, and which plans have fallen behind. You'll find it in the top menu under Revenue, then Payment Plans.
What you'll see
The page reads top to bottom: a date range selector in the top-right, two rows of summary cards, two charts, and then the tables.
Summary cards
The first row gives you the headline numbers:
| Card | What it tells you |
|---|---|
| Active Plans | How many payment plans are currently active. The line beneath shows how many plans started and how many ended during your selected date range. |
| At-Risk Plans | How many active plans have gone more than 35 days without a payment. A red "35+ days overdue" badge appears when there are any; a green "None overdue" badge shows when you're all caught up. |
| Avg Completion Rate | The share of your plans that have been paid in full. A small up or down arrow compares this to the previous period (only when there's a prior figure to compare against). |
| Collection This Period | The total dollars collected on payment plans during your selected date range, with an up or down arrow versus the previous period. |
The second row digs into what's still coming:
| Card | What it tells you |
|---|---|
| Outstanding Balance | The total dollars still owed across all active plans (remaining installments times the installment amount). |
| Expected Revenue | Your outstanding balance adjusted by the average completion rate, so the realistic amount you'd expect to actually collect. The label reads "Outstanding x Completion Rate." |
| Monthly Expected | The combined value of the next single installment from every active plan. The label reads "Active plan installments." |
Charts
- Collection by Period shows the trend of installment dollars collected over time as a line with a shaded area beneath it. The points group by day, week, or month automatically depending on how long a range you pick (the default 12-month view groups by month). Hover any point to see the exact amount. If there's nothing to show, you'll see "No collection data for this period."
- Payment Plan Completion Funnel shows how far plans get through their installments. Each bar is a payment number, with Payment 1 at the top tapering down, and the bar length is how many plans reached that payment. The label on each bar is the percentage of plans that made it that far, and hovering shows the plan count. This funnel only counts plans that started within your selected date range. If there's nothing to show, you'll see "No completion data for this period."
Tables
Above the first table is a pair of tabs: Plans by Product and At-Risk Plans (the At-Risk tab shows a count badge when any plans are flagged). Below those tabs sits a separate, always-visible All Payment Plans table.
Plans by Product (the default tab) summarizes active plans by product, for plans that started in your selected range:
| Column | Meaning |
|---|---|
| Product | The product name (or "Unknown" if it isn't mapped yet). |
| Active | Number of active plans for that product. |
| Collected | Total dollars collected on those plans. |
| Remaining | Total dollars still owed on those plans. |
| Rate | Collection rate (collected versus the full plan value). It turns green at 80% or above and red below 50%. |
Rows are sorted by Collected, highest first. If there are no active plans in your selected range, the table shows "No active plans in this period."
At-Risk Plans lists the active plans that have gone more than 35 days without a payment, most overdue first (up to 20 plans):
| Column | Meaning |
|---|---|
| Customer | The customer's name, with their email on the line beneath. |
| Product | The product name. |
| Progress | Payments made out of total installments, for example "2/6." |
| Overdue | Days since the last payment (or since the plan started), shown in red (for example "47d"). |
| Outstanding | Dollars still owed on that plan. |
All Payment Plans lists every plan in your organization, most recent payment first (up to 100 plans):
| Column | Meaning |
|---|---|
| Customer | The customer's name, with their email on the line beneath. |
| Product | The product name. |
| Progress | Payments made out of total installments, for example "3 of 6." |
| Collected | Total dollars collected on that plan. |
| Remaining | Dollars still owed. |
| Last Payment | The date of the most recent payment, or a dash if there hasn't been one yet. |
| Status | A colored label for the plan (see below). |
The Status label can read:
- Active (green) — the plan is active and on track.
- Completed (purple) — every installment has been paid.
- Overdue (red) — active, but more than 35 days since the last payment.
- Canceled (grey) — the plan has been canceled or has ended.
How to use it
- Change the date range using the pill buttons in the top-right: Last 7 Days, Last 30 Days, Last 3 Months, Last 6 Months, Last 12 Months, Year to Date, or All Time. The page opens on Last 12 Months.
- Switch organizations from the dropdown in the top navigation bar. Switching reloads every number on the page for that organization.
- Flip between the table tabs by clicking Plans by Product or At-Risk Plans. The All Payment Plans table below stays put regardless of which tab you're on.
- Hover the charts to read exact figures; the funnel bars also show the plan count and percentage on hover.
- Heads up that the date range doesn't change every number on the page (see Good to know).
To dig into a specific customer, head to the Customer section in the top menu, since the rows here aren't clickable.
Good to know
- What counts as a payment plan: any subscription set up to be paid in installments. Standard recurring subscriptions don't appear here, they live on the Subscriptions dashboard.
- What counts as collected: only successful, paid payments. Pending or failed charges aren't counted.
- Paid in full / completed: a plan that has made at least as many payments as it has installments counts as completed, even if the subscription is still technically active.
- At-risk and overdue both mean the same thing: an active plan that's gone more than 35 days since its last payment (or since it started, if no payment has landed yet). A plan that's only a few days late won't flag, it has to cross the 35-day mark.
- Outstanding / remaining is the number of installments left times the installment amount, and never drops below zero.
- The date range only scopes some of the page. It applies to the "started/ended in period" line, Collection This Period, the period-comparison arrows, the Collection by Period chart, the Completion Funnel, and the Plans by Product table. It does not change Active Plans, At-Risk Plans, Avg Completion Rate, Outstanding Balance, Expected Revenue, Monthly Expected, the At-Risk Plans table, or the All Payment Plans table, those always reflect the current state across all plans. This is why Plans by Product can look emptier than All Payment Plans.
- Dates use when the payment actually happened, not when Data Curator imported it, and everything is shown in your organization's timezone (UTC if you haven't set one).
- Refunds aren't subtracted. Collected totals reflect gross payments received.
- No prior-period arrows on All Time, since there's no earlier period to compare against.
- Row limits: the At-Risk table shows up to 20 plans and All Payment Plans up to 100, with no paging beyond that.
- "Unknown" for a customer or product just means that record isn't mapped yet, not that anything is broken.
Need a hand?
Click the Ask Data Curator button inside Data Curator for instant answers, or reach our support team at support@datacurator.co and we'll get you running.