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PayPal (Account Overview) Dashboard Template

Template created by Databox Databox
Use this clear, intuitive, and customizable PayPal (Account Overview) to keep track of your sales, payment, refunds, and other metrics that matter to your business.

Uses one-click integrations:

  • PayPal PayPal

If you don’t use PayPal, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this PayPal (Account Overview) Dashboard Template:

Connect your PayPal account and learn:

  • How do I track gross sales? See the total amount of money you earned within a given time period from all sales transactions before any deductions were made, such as sales returns, taxes, shipping, discounts, etc.
  • How do I calculate net sales? Find out how much monetary value you made from the sale of your products and/or services during a time period. Your net sales are what you have after excluding costs such as sales returns, taxes, shipping, discounts, etc.
  • How much was I charged in PayPal fees last month? View the total amount of money you were charged for selling your products and/or services. Additionally, see how much in fees you had to pay for sending or receiving money to/from an international destination, for withdrawing money, processing customer refunds, etc.
  • How do I check my PayPal account balance? Quickly and conveniently check your PayPal account balance at one glance.
  • How do I track all online transactions? Track and visualize the total number of transactions you processed from confirmed sales within a specified date range. Additionally, keep track of the payment sent for each transaction.
  • How do I calculate shipping costs? Track and manage the costs associated with shipping for your online business. It is important to pay attention to this data to learn how much courier services are charging you and if the cost has increased over time. Note that if your shipping costs are too high, it can deter customers from buying from you (high abandoned cart rate).
  • How much in refunds were issued last month? Track and manage your refund payments to customers in real-time. See how much money you refunded your customers after returning their purchased items (depending on your refund policy).

    • Pull additional data using our deep integration with PayPal

    What else can you track and visualize with our robust integration with PayPal? When it comes to your most important payment and sales metrics, almost anything:

    • Total sales, Net sales, Gross sales
    • Transactions by type
    • Cashflow
    • Churn rate
    • Net profit and Gross profit
    • Payment conversion rate

    There are many metrics and metric combinations you can track using PayPal. And in Databox, you can quickly visualize dozens of PayPal metrics & KPIs in various ways:

    Read more about Databox’s PayPal integration.

    PayPal PayPal metrics included in this template
    • Balance

      Balance shows how much money you have currently in your PayPal account. No historical data is available from before the initial connection.

    • Gross Amount (Payments Sent) by Transaction

      The Gross amount of Payments Sent during the specified Date Range split up by the name of the transaction. This is the final amount charged, including any Shipping and Taxes from your Merchant Profile.

    • Fees

      The amount of Fees during the specified Date Range.

    • Net Sales

      Net Sales during the specified Date Range. Net Sales are the sum of a company's Gross Sales minus its Returns, Allowances, Shipping Costs, and Discounts.

    • Refunds

      The amount of Refunds during the specified Date Range.

    • Shipping Costs

      The amount of Shipping Costs during the specified Date Range.

    • Gross Sales

      Gross Sales during the specified Date Range. Gross Sales are the grand total of all Sale transactions reported in a period, without any deductions.

    • Transactions

      The number of Transactions during the specified Date Range.

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    Customize this dashboard with Databox

    Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

    The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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