When you log into the Revaly Client Portal, the Dashboard is the first screen you’ll see. It provides key metrics that highlight the overall impact of Revaly on your business.

The dashboard is designed to give you a clear snapshot of your revenue retention and customer value. It highlights how much value Revaly helps you protect, how long customers remain active after approval, and the long-term impact of payment performance on your business growth.

The dashboard displays data from the last 12 months and converts all values to USD. You can refine the view by selecting a specific company or currency using the dropdown menus in the top-right corner.

Key Dashboard Indicators

At a glance, the dashboard presents four key metrics that summarize your overall payment performance.

Total Revaly Value

The total value attributed to approved customers, combining the initial approved payment and the estimated value of subsequent approvals over the projected lifetime.

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Formula

Total Revaly Value = Approved Customers × Average Revaly Value per Customer

Understanding this metric

This calculation reflects the full value Revaly helps you preserve, not only through recovered transactions, but by preventing failures and extending customer relationships. It captures both operational efficiency and long-term strategic impact, serving as a key indicator of your payment performance ROI.

Revaly Value per Customer

The average revenue value attributed to each approved customer. It includes both the initial approved transaction and the projected value of subsequent approvals over the customer’s expected lifetime.

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Formula

Revaly Value per Customer = Average Order Value × Customer Lifetime

Understanding this metric

This metric shifts the focus from one-time approvals to the ongoing revenue generated by retained customers. It reflects the CLTV of approved customers and helps quantify how each successful transaction contributes to sustained growth.

Approved Customers

The total number of customers whose payments were successfully approved through Revaly’s optimization process.

Understanding this metric

Each approved customer represents retained revenue and a preserved relationship. Monitoring this number helps assess how effectively Revaly is optimizing approvals and minimizing involuntary churn.

Average Retry Count

The average number of transactions Revaly has attempted to process in an effort to recover a customer balance.

Understanding this metric

This provides visibility into retry efficiency. A lower retry count indicates faster recovery and less customer friction. Since retries are a limited resource, optimizing their timing improves long-term approval stability and merchant account health.

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Performance Overview

Beneath the key metrics, the dashboard includes two visual summaries that highlight the long-term value and retention impact of approved customers. These visualizations offer a high-level view of your retained revenue and customer longevity, with links to more detailed reports for deeper analysis.

Total Revaly Value

Shows the total revenue preserved through successful approvals and ongoing customer retention. The area chart visualizes how each cohort continues to generate value across time.

Learn more about the Total Revaly Value report.

Customer Retention

Illustrates how long approved customers continue to generate revenue after their initial approval, represented as a monthly retention heatmap.

Learn more about the Customer Retention report