Read the statistics

Pour :Administrateur

Above the payments list, Unisoft displays four summary indicators that recalculate in real time at each filter or search change. Well used, these KPIs transform the payments list into a mini dashboard: you pilot your collection without leaving the module.

Overview

┌──────────────────────┬──────────────────────┬──────────────────────┬──────────────────────┐
│  Total amount        │  Net amount          │  Number of payments  │  Average amount      │
│  12,480 €            │  12,145 €            │  47                  │  265.53 €            │
└──────────────────────┴──────────────────────┴──────────────────────┴──────────────────────┘

KPI	Calculation	Unit
Total amount	Sum of gross amounts of displayed payments	€ (or currency)
Net amount	Sum of net amounts after bank fees	€ (or currency)
Number of payments	Cardinal of the displayed list	integer
Average amount	Total amount ÷ Number of payments	€ (or currency)

The four KPIs in detail

Total amount (gross)

This is the sum of amounts paid by donors, before bank fees deduction.

• This is the figure to use for internal communication ("we raised 12,480 € on this campaign")
• It is also the total of tax receipts issued over the period — a donor always deducts on the gross paid
• Includes cash, check and transfer manual payments (which have no fees)

Net amount

This is what actually arrived in your bank account after platform fees were deducted.

• This is the figure to use for actual cash flow and bank reconciliation
• The gap with gross reveals the total cost of bank fees on the selection
• For manual payments (check, cash, transfer), gross = net (no fees)

★

Measure the effective fee rate

(Total amount − Net amount) / Total amount gives you your effective fee rate on the selection. Filter by platform to compare Stripe vs PayGreen vs GoCardless.

Number of payments

Simple count of the number of lines displayed. Useful to:

• Know how many distinct donors you will contact before clicking Create a message campaign
• Measure the volume of activity ("47 payments this month, vs 32 the previous month")
• Check that your filters are neither too broad nor too narrow

Average amount

This is the average basket — a precious indicator to understand your donor base:

• A high average (300 €+) suggests a concentrated base of large donors
• A low average (20 €) suggests a popular large-volume collection
• Combined with a platform filter, it reveals which channels attract the largest tickets

Real-time update

The statistics recalculate automatically as soon as you:

Action	Effect on KPIs
Check a filter	Immediate recalculation on the filtered list
Launch a search by donor	KPIs restricted to the searched donor
Reset filters	Return to the global KPIs of the module
Change page (pagination)	No change — KPIs cover the entire selection, not only the visible page

ℹ

KPIs on the entire selection

Even if you only see 25 lines per page, the KPIs always display on the entire set of filtered payments, not only on the current page.

Pitfalls to know

1. Multiple currencies are not converted

If your selection mixes payments in EUR and USD, Unisoft displays the total in EUR only: USD payments are not converted or added. For a consolidated multi-currency view, filter by currency first.

See Managing multi-currency payments.

2. Multi-reason payments count as a single payment

A payment of 500 € split into 3 reasons (200 € campaign, 200 € pledge, 100 € cash register) counts as 1 payment of 500 € in the KPIs, not 3 payments each of its share. To analyze allocations, use the Excel export.

3. Fees being calculated

For recent payments (less than 24-48 hours), the actual fees are not yet known: Unisoft displays an estimation. The net amount can therefore move slightly when fees are updated.

See Understanding bank fees.

Useful filter combinations

Campaign report

Filter	Value
(Reason Search field) Campaign	Choose the targeted campaign

→ The 4 KPIs give a complete report of the campaign.

Performance of a platform

Filter	Value
Platform	Stripe
Date	Current month

→ Compare with PayGreen or GoCardless over the same period.

Measure the fee gap

Filter	Value
Source	Online
Date	Quarter

→ Compare Total amount and Net amount to measure the total cost of fees over the quarter.

Evaluate the average basket by payment method

Filter	Value
Method	Check

→ The average amount of checks is generally significantly higher than that of cards.

Go further

• View my payments — overview
• Filter my payments — to target your KPIs
• Dashboard — annual KPIs and trends
• Export for accountant — advanced analysis in Excel