What You'll Learn
- • Understanding different analytics features by subscription plan
- • Navigating the basic analytics dashboard
- • Overview of Professional plan advanced features
- • How to access and interpret key metrics
Analytics by Subscription Plan
PayChase AI offers different levels of analytics based on your subscription plan. Understanding what's available in your plan will help you make the most of your data.
Starter Plan ($29/month)
Essential metrics for small businesses
Professional Plan ($79/month)
AI-powered insights and predictions
+ All Starter plan features
Accessing Your Analytics Dashboard
Your analytics dashboard is accessible from the main navigation menu. Here's how to get there:
- Log into PayChase AI - Sign in to your account
- Navigate to Analytics - Click "Analytics" in the main menu
- Choose Your View - Select between basic analytics or advanced features (Professional plan)
💡 Pro Tip
If you're on the Starter plan, you'll see preview cards for Professional features with upgrade options. These previews show you exactly what additional insights you'll gain by upgrading.
Key Metrics Overview
Regardless of your plan, you'll have access to these essential metrics:
Collection Performance
- • Total revenue collected
- • Average payment time
- • Collection success rate
- • Outstanding invoice value
Client Insights
- • Number of active clients
- • Payment history summary
- • Response rates to follow-ups
- • Top-performing clients
Professional Plan Advanced Features
Professional plan subscribers get access to powerful AI-driven analytics that provide deeper insights and predictive capabilities:
ROI & Efficiency Analytics
Track the exact return on investment from your collection efforts, including time saved through automation and revenue efficiency metrics.
Learn more about ROI Analytics →AI-Powered Client Risk Analysis
Advanced risk scoring system that analyzes client payment behavior, relationship quality, and provides personalized recommendations.
Learn more about Client Behavior Analysis →Payment Velocity Predictions
Predictive analytics that forecast payment trends and compare your performance against industry benchmarks.
Learn more about Payment Velocity Predictions →Getting Help
If you need assistance with analytics or want to learn more about upgrading to access advanced features: