Dashboard Sections
Report Structure at a Glance
Payment Performance
A quick summary of 2-week prior payment performance, including 2nd payment success rates and 13-week averages.
Core Metrics
Deeper breakdown of operational performance for the last 7 days compared to a 13-week rolling average, with network rank indicators.
Success & Return Rates
Tracks 1st and 2nd payment clearance rates and highlights the most common payment return reasons over 14 days.
Network Rankings
Shows where affiliates stand compared to the full partner network across key performance benchmarks.
**Disclaimer: This report is provided for illustrative purposes only. All data, figures, and metrics shown in this sample report are fictional and do not represent actual affiliate performance, client information, or operational data.
Section 1
Payment Performance Overview
Total Enrolled Accounts
Shows total accounts enrolled during the 2-week reporting window, providing a baseline for payment evaluation.
2nd Payment Success Rate
One of the most important indicators of long-term file health — measures how often the second payment clears successfully.
13-Week Benchmark
Compares the reporting window against the 13-week rolling average to reveal whether performance is trending up or down.
Section 2
Core Performance Metrics
Enrollment & Debt Metrics
- Total Enrolled Accounts
- Average Monthly Client Payment
- Average Total Debt Enrolled
- Total Submissions
Quality & Rejection Metrics
- QC Rejections
- Credit Pull to Enrollment Ratio
- Cancellation Volume
- ACH vs Card Payment Mix
Network Rank Indicators
Each metric includes a rank indicator showing where the affiliate stands compared to all other partners across the network, over the last 7 days vs. the 13-week rolling average.
Section 3
Payment Success Rates
Tracking Payment Clearance
This section is one of the most critical areas for evaluating the overall health and sustainability of enrollments. It shows how successfully payments are clearing for newly enrolled clients.
01
1st Payment Attempts vs. Cleared
Tracks the number of first payment attempts submitted and how many successfully cleared, with an overall success percentage.
02
2nd Payment Attempts vs. Cleared
Tracks second payment attempts and clearance rates — a key indicator of long-term enrollment sustainability and file health.
03
Overall Success Percentages
Combined success percentages across both payment attempts, giving a holistic view of payment performance trends.
04
Trend vs. 13-Week Average
All payment success metrics are benchmarked against the 13-week rolling average to surface upward or downward trends quickly.
Sections 4 & 5
Return Reasons & Cancellation Reasons
Top Payment Return Reasons
Shows the most common payment return codes over the last 14 days: Timely Original Return, Max Payment Attempts, Foreign DFI Unable to Settle, Refer to Maker, Account Closed. Helps affiliates identify patterns and improve enrollment quality.
Top Cancellation Reasons
Highlights primary reasons clients cancel programs: Non-payment, Can't afford program, Negotiating independently, Receiving outside help, Changed mind. Reveals where client expectations or financial readiness may need improvement.
Actionable Insights
Both sections surface patterns affiliates can act on directly — from improving client financial preparation at enrollment to addressing common objections and payment issues before they become cancellations.
