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PayPal Account Overview Dashboard Template

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.

Pulls data from

PayPal

PayPal

PayPal is a widely-used digital payment platform that enables secure and convenient online transactions. It allows users to send and receive money, make purchases, and manage finances through its user-friendly interface, providing a trusted and reliable solution for individuals and businesses worldwide.

If you don't use PayPal, you can pull data from any of our 130+ one-click, native integrations or from spreadsheets, databases and other APIs.

PayPal Account Overview Dashboard Template

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.

Explore more PayPal dashboards.

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Customize this dashboard with Databox

Customize this template with Databox's Dashboard Designer. Add metrics, visualizations, and data from any source with simple drag and drop.

A Databox dashboard beside the Dashboard Designer's visualization picker — number, combo, pie, funnel and bubble