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 while the platform still considers them current. Plans the platform itself has paused (for example after failed payments) are counted separately in the line beneath ("+ N paused by platform") — the platform has already acted on those. A red "35+ days overdue" badge appears when any are at risk; green "None overdue" when you're caught up. |
| Collection Rate | Of every dollar you've contracted on payment plans, the share that actually reaches you. It's measured on plans that have finished their story — completed, canceled, or paused by the platform with no payment in 60+ days — over the trailing 12 complete months (widening automatically for younger accounts). Use it on new sales too: sell $10,000 of plans at an 80% collection rate and expect around $8,000. |
| 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 your current plans — the ones actually billing. Plans the platform has paused are left out, since their billing is suspended. |
| Expected Revenue | The realistic share of your outstanding balance you'd expect to actually collect. Every remaining payment is weighted by how often plans at that same stage have gone on to pay it — so a customer who has made 10 of 12 payments counts for far more than one who has made 1 of 12. The line beneath names the outstanding balance it's drawn from. |
| Monthly Expected | The next installment from every current plan, weighted the same way — what you'd realistically expect to collect next month. The line beneath shows the full scheduled amount for comparison. |
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 Completion shows, for each payment number, how many of those payments were completed out of the number originally scheduled. Only settled plans count (completed, canceled, or platform-paused with no payment in 60+ days — a plan still in progress waits until its story is over), and a canceled or long-paused plan still counts as scheduled for every payment its original plan included. Each vertical bar is a payment number; the label is the percentage completed, and hovering shows the counts, for example "62 of 66 scheduled." Only plans that started within your selected date range are included. A later payment can legitimately read higher than Payment 1 — buyers who committed to longer plans are often more reliable. 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 your current (billing) plans by product — a point-in-time view the date range doesn't move:
| 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. |
| Progress | How far those plans have come, as a bar: dollars collected against dollars contracted. |
| Collection Rate | This product's own collection rate, from its finished plans — the share of contracted dollars that actually arrived. It turns green at 80% or above and red below 50%, and shows a dash until at least five plans have finished. |
Rows are sorted by Collected, highest first. If there are no active plans, 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.
- Paused (amber) — the platform has suspended billing on the plan (usually after failed payments). Not an alarm: the platform has already acted.
- 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 Payment Completion bars show "completed of scheduled" counts 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) while the platform still considers it current. Platform-paused plans don't flag as at-risk — they're counted separately, because the platform has already acted on them. 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 arrow, the Collection by Period chart, and the Payment Completion chart. Everything else reflects your current state or your rolling history and stays put when you change the range: Active Plans, At-Risk Plans, Collection Rate, Outstanding Balance, Expected Revenue, Monthly Expected, and all three tables.
- 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: collected dollar totals reflect gross payments received (refunds aren't subtracted from them), but a fully refunded payment doesn't count in the Payment Completion chart, toward your Collection Rate, or toward a plan being "completed" — which is why Payment 1 can sit below 100%.
- 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.