Get a clear snapshot into how payment plans are impacting your revenue and conversion strategy. Track adoption rates, default rates, and revenue capture across checkout pages and payment plan terms to better understand which offers are driving the strongest results.

Filter by checkout name and date range. Choose which columns to show or hide in the table, including Count, Take Rate, Revenue Capture, Total, Paid, Remaining, and Written Off. The results can be exported, giving you the ability to use the data in your own Excel spreadsheets.

The report includes two sections for stats:

• Overall Plan Activity: all activity on all payment plans during the selected date range
• New Plans Cohort: all payment plans started during the selected date range

Overall Plan Activity Stats

• Completed Plans – Shows the number of payment plans completed in the date range

• Completed Value (Paid) – Shows the total amount collected

• Defaulted Plans – Shows the number of payment plans marked as Defaulted

• Defaulted Value (Written Off) – Shows the total amount written off

• New Plans – Shows the number of payment plans started during the date range

• New Plans Value – Shows the total value of new payment plans

• Revenue Capture Rate – Shows the percent revenue collected for payment plans still in progress. This does not include Completed or Defaulted plans and does not include finance fees

New Plans Cohort Stats

• Take Rate – Shows the percentage of orders that chose a payment plan
  Learn more about Take Rate

• Revenue Capture Rate – Shows the percent revenue collected for all new payment plans

• Written Off – Shows the total amount of new payment plans written off as bad debt

You can access all available reports, including the Payment Plan Performance Report, by clicking on Reports and choosing Payment Plan Performance.

Learn how to use filters and grouping, and schedule runs in our Reports Overview documentation.