ChargePay Insights Dashboard – Full Walkthrough

The ChargePay Insights Dashboard provides you with clear, visual performance metrics to help you monitor disputes, spot trends, and take data-informed actions. Below, you'll find a detailed walkthrough of each metric—paired with its corresponding visual from the platform.

1. Core Dispute Metrics

This section presents a high-level summary of your dispute lifecycle:

• Active Disputes: Number and total value of ongoing disputes that are unresolved
• Evidence Submitted: Disputes where ChargePay submitted evidence, with comparisons to prior periods
• Under Review: Disputes currently in review by banks or cardholders
• Disputes Recovered: Total value and number of disputes successfully won
• Disputes Created: New disputes opened during the period
• Estimated Savings: Operational time and cost savings due to ChargePay automation
• Intentional Fraud Rate: Percentage of disputes flagged as intentional fraud vs. friendly fraud
• Win Rate: Includes both win ratio and value recovery percentage

These metrics provide essential health indicators for your chargeback management program.

2. Disputes by Reason and Monthly Trend

• Disputes by Reason: View the breakdown by dispute type, such as Fraud, Not Received, Not as Described, and Cancelled Billing. This helps you diagnose the root cause behind your chargebacks.
• Disputes by Month: Interactive time-series data showing dispute volume trends by status—Processing, Under Review, Won, or Lost. It also shows campaign or business events that may correlate to spikes.

3. Disputes by Processor and Category

• Disputes by Processor: Breaks down chargebacks by platforms like Shopify and PayPal to compare volume and value. Helps identify where risk is highest.
• Disputes by Category: Aggregates disputes into Buyer Disputes, Fraud, Processing Errors, and Other. Useful for higher-level strategy and team reporting.

4. Disputes by Card Network and Country

• Card Network: See which card types are generating the most chargebacks (Visa, Mastercard, Amex, Discover).
• Country: Understand where disputes are coming from geographically. Useful for international risk assessment and policy enforcement.

Using the Dashboard Effectively

• Compare current vs. previous periods to measure success over time
• Customize timeframes to focus on seasonal changes, campaign impacts, or business-specific events
• Use filters like "Managed by ChargePay" to isolate performance specifically tied to ChargePay’s automation

For optimal results, review these insights regularly and share key trends with your team.

If you need help interpreting any section of the dashboard or want to improve your chargeback strategy, our support team is always here to assist.

Updated on: 15/06/2025