Stripe Dashboard

What is a Stripe Account Dashboard?

A white label Stripe dashboard is a customizable reporting tool that marketing agencies brand as their own, offering seamless integration with the Stripe payment platform. This dashboard helps agencies track essential KPIs from each client’s Stripe account, including transaction volume, revenue, and customer metrics. 

By using a white label Stripe dashboard, agencies make it easy to present clients with clear, branded reports, improving transparency and fostering trust. 

Why Your Agency Needs a Stripe Analytics Dashboard

Your agency isn’t a generic, one-size-fits-all business–so why settle for standard client reports? A Stripe analytics dashboard from AgencyAnalytics offers the flexibility and customization you need to deliver reports that matter. Present vital information on transaction volumes, revenue trends, and customer acquisition metrics in a clear, branded format that reinforces your agency’s expertise.

Customizable dashboards help your agency manage payments for each client efficiently by offering real-time insights into financial performance. This helps your team spot trends and make data-driven decisions quickly, ensuring that client campaigns remain optimized for revenue success. 

The AgencyAnalytics dashboard transforms raw Stripe data into visually appealing, actionable insights. Clients access their dashboards anytime, providing them with a sense of control and clarity over their financials. 

By leveraging a Stripe analytics dashboard, your agency not only improves reporting but also enhances overall efficiency and effectiveness. Presenting data in a customized, digestible format sets your agency apart, showcasing your commitment to delivering tailored solutions and driving client satisfaction.

5 Sections To Include in a White Label Stripe Dashboard

1. Account Overview 

Placing the most important KPIs at the forefront of your dashboard offers significant advantages. Firstly, it provides clients with a succinct snapshot of their current business performance, covering metrics like subscriptions, MRR, payments, and full or partial refunds. This clarity enhances client satisfaction by delivering automated marketing reports that are easy to digest. 

Secondly, it helps your agency quickly identify areas within the campaign that require optimization.

Easily select the date range for the dashboard, quickly providing weekly, monthly, quarterly, or yearly views to each client's payment data.

Spot trends and issues early and make timely adjustments, improving overall campaign effectiveness and driving better results for your clients.

2. Stripe Payments

Understanding your clients’ Stripe payment data is important for optimizing client campaigns down to the revenue being generated. Key metrics include total payment and refund amounts over time, average order value, average refund amount, and payments and refunds by specific customers. This data offers a comprehensive view of financial performance (aka the money going into your client's bank account), making it easier to pinpoint strengths and areas needing improvement.

Including these metrics in your dashboard showcases the value your agency provides. Clients see clear, detailed reports directly tied to their Stripe account. Easy-to-ready charts provide daily summaries of the new payments processed, highlighting revenue growth.

This transparency highlights your agency's dedication to driving bottom-line revenue. Easy access the the latest updates in financial data also ensures your team will quickly adjust strategies, maximizing efficiency and client satisfaction.

3. Subscriptions

Stripe subscription data encompasses essential metrics like total subscriptions, Monthly Recurring Revenue (MRR), Average MRR, churned MRR, and discount amounts. These metrics offer a clear view of subscription health, churn rates, and financial stability, critical for effective campaign management for any subscription-based or SaaS client.

Incorporating these insights into your dashboard highlights the value your agency provides. Clients appreciate detailed reports on both positive revenue growth and understanding revenue churn. The best part? There is no need to log in to each Stripe account directly to pull metrics. 

4. Customers 

Stripe customer data includes vital metrics such as new customers by date and country, along with detailed profiles of each new customer. This information provides a comprehensive view of customer acquisition and geographic data, essential for strategic decision-making.

By integrating customer data into your dashboard, your agency offers clients a clear picture of their customer base. Understanding customer trends and geographic details helps your agency fine-tune customer acquisition campaigns, ensuring they are targeted and effective.

5. Goal Tracking 

Creating a custom dashboard that includes goal tracking highlights progress against each client’s core objectives. This tailored approach provides clear, real-time insights into key performance indicators, ensuring that clients easily see the value your agency delivers. 

Tracking goals such as payments, MRR, and customer growth allows for quick identification of areas needing attention and facilitates timely optimizations. This not only improves client satisfaction but also enhances the effectiveness of your campaigns, driving better results and fostering trust.

Creating KPI goals that resonate with both your agency and clients is essential for driving success. Clear, actionable goals help measure performance and guide strategic decisions. Here are three best practices:

• Align With Client Objectives: Ensure goals reflect the client's business priorities and campaign aims.

• Use Specific Metrics: Choose KPIs that provide precise, measurable insights into performance.

• Review and Adjust Regularly: Continuously evaluate and refine goals based on campaign progress and changing needs.

Customizable E-commerce Dashboards To Meet Client Needs

Rather than struggling with the native Stripe analytics platform or the Stripe dashboard mobile app, use the client reporting platform built for marketing agencies.

Creating a comprehensive reporting dashboard has never been easier with the ability to add metrics from over 80 other built-in integrations. If the spotlighted metrics don’t cover everything your agency needs, it’s easy to seamlessly integrate additional data sources to fill in the gaps. This flexibility ensures your dashboard reflects all the key performance indicators critical to your client's success.

Easily create and save custom dashboards using the 11-Second Smart Dashboards feature. This tool streamlines the process, making it faster and easier to build bespoke reporting dashboards. Utilize the drag-and-drop Editor to effortlessly arrange widgets and data points, ensuring your reports are both comprehensive and visually appealing.

With these powerful features, your agency delivers detailed, customized reports that showcase your dedication to optimizing client campaigns and achieving outstanding results.

Streamline Reporting With Custom Stripe Dashboards and Focus on What Matters

Using Stripe dashboards streamlines client reporting and campaign analysis, freeing your agency to focus on what truly matters: crafting winning campaigns and earning client trust. With all the essential metrics in one place, your team spends less time on manual data collection and more time on strategic decision-making.

An automated client reporting platform and customizable dashboard templates offer scalability as your agency grows. Automated reports ensure that data is always up-to-date, reducing the risk of errors and saving time. These platforms handle the heavy lifting, letting your team concentrate on optimizing campaigns and driving results. Dashboard templates provide a solid starting point, easily tailored to fit each client's unique needs, ensuring that every report is relevant and impactful.

As your client base expands, managing multiple reports often becomes overwhelming. AgencyAnalytics is a scalable solution that makes it easy to add new clients, integrate additional data sources, and maintain consistency across all reports. This scalability is essential for growth, allowing your agency to deliver high-quality, timely reports regardless of the number of clients or the complexity of the data involved.

AgencyAnalytics is clearly a game-changer. It has streamlined our reporting process, saving us invaluable time and significantly enhanced client satisfaction. The intuitive interface and detailed insights offered are second to none. AgencyAnalytics is an indispensable tool for any forward-thinking agency.

Ben Spray / Managing Director