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Custom Payments Dashboard

Get unified visibility across all your payment providers in one dashboard. Stop manually merging PSP reports. Give finance, operations, and support teams the real-time payment insights they need to make decisions fast.

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Your Payment Data Is Scattered Across Multiple PSPs & Nobody Has the Full Picture

Finance spends hours every week downloading CSVs from Stripe, Adyen, and PayPal, then manually reconciling them in spreadsheets. Support can't quickly diagnose why a customer's payment failed without digging through multiple admin portals. Product teams make decisions based on incomplete data because authorization rates, refunds, and chargebacks live in different systems.

You're processing thousands of transactions daily, but leadership has no single dashboard showing what's actually happening across your entire payment stack. Reporting is reactive, time-consuming, and error-prone.

This service builds a unified payments dashboard that aggregates data from all your PSPs into one place—giving every team the visibility they need without the manual work.

What's Included

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Unified Dashboard (1-3 PSPs) + Core KPIs

Real-time view across payment providers with team-specific metrics:

  • Transaction overview: Total volume, processed amount, transaction count by PSP, payment method, region

  • Authorization & success rates: Approval rates, decline reasons, trends over time

  • Finance metrics: Settlement tracking, refund rates, transaction fees, reconciliation status

  • Product metrics: Authorization rates by region/method, checkout conversion, payment method adoption

  • Support metrics: Failed payment lookup, decline diagnosis, customer transaction history

Role-Based Access + Smart Alerting

Right information for the right people with automated notifications:

  • Role-based views: Finance (reconciliation focus), Operations (monitoring), Support (troubleshooting), Executive (high-level KPIs)

  • Smart alerts: Authorization rate drops, payment failure spikes, PSP downtime, high-value failures, chargeback increases

  • Time-series analysis: Hourly, daily, weekly trends for all key metrics

  • Data export: CSV/Excel export, scheduled email reports, optional API access for BI integration

Complete Handover & Extensibility

Knowledge transfer and future flexibility:

  • Dashboard walkthrough (1-2 hours): How to use each view, interpret metrics, adjust filters

  • Technical documentation: Data sources, update frequency, metric calculations, adding new PSPs

  • Maintenance guide: Customizing KPIs, troubleshooting data issues, connector templates

  • Flexible architecture: Add new PSPs (2-5 days), customize KPIs post-launch, integrate with existing BI tools

Prerequisites (from You)

Access & Requirements

  • API keys for each payment provider (read-only access sufficient)

  • Webhook endpoints (if real-time updates required)

  • KPI alignment session (1-2 hours): Which metrics matter most, team reporting needs, user role definitions, SSO preferences

Development Environment

  • Hosting preference: Cloud environment for dashboard deployment (AWS, GCP, Azure)

  • Existing BI tools (if integration needed): Looker, Metabase, Tableau, Power BI

  • Sample settlement files: For understanding reconciliation format requirements

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Pricing & Timeline

Investment: Starting from €15,000
Timeline: 3–4 weeks from kickoff to deployment

 

Pricing depends on number of PSPs (1-3 included), dashboard complexity, hosting infrastructure, and custom integrations with existing BI tools. Timeline assumes timely access to PSP credentials and requirements alignment.

Next Step

Schedule a 30-minute scoping call to discuss your current payment reporting challenges, PSPs in use, and team needs. You'll walk away with a clear understanding of dashboard capabilities, deployment approach, and fixed pricing.

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Words from our partners

Dan White

Co-Founder, Localvore

I appreciate Crafting Software because we wouldn’t be here if we’d gone through another round of not having the right team.

There would be no business and we wouldn’t get any investment opportunities if Crafting Software didn’t work out for Localvore — straight up, there would be no Localvore.

Ted Gay

Co-Founder, Athena

It’s easy to work with Crafting Software — they’re all very good people.


The team excels at project management. We’ve changed courses a few times, and the Crafting Software team has been willing to adjust to the number of resources we need. Overall, they’ve been a great partner who understands our vision.

Joshua Hall

VP of Product, Reva Technology

I’ve worked with plenty of teams over the last 20 years, and Crafting Software is top-notch.

They think about second- and third-order problems of how they can do their jobs better and how they can impact their customers effectively. That’s uncommon in my experience.

On top of that, they clearly take pride in their work.

Georges Gomes

Co-Founder & CEO, ‹div›RIOTS

They behaved like a team member and delivered valuable improvements. Always updating or seeking on the work so you never need to chase for update. Very efficient communication.

The team is very professional. No non-sense. Just pure techs.

Custom Payments Dashboard FAQ

1. Which payment providers can you integrate into the dashboard?

All major PSPs are supported: Stripe, Adyen, Checkout.com, PayPal, Braintree, Worldpay, and regional providers with API access. The base service includes 1-3 PSPs. Each additional PSP beyond three adds €800-€1,500 depending on API complexity. If you use less common providers, integration is still possible if they have documented APIs—though timeline may extend slightly for providers with limited documentation or unusual data formats.

2. Is this a completely custom-built dashboard, or based on existing BI tools?

Flexible approach based on your needs and existing infrastructure. Options include: (1) Custom React/Next.js dashboard—fully branded, hosted independently, complete control over features; (2) BI tool integration—connectors for Looker, Metabase, Tableau with pre-built templates you customize; (3) Hybrid—data aggregation layer that feeds your existing tools. Most clients without mature BI infrastructure choose the custom dashboard for speed and simplicity. Enterprises with established BI stacks prefer connectors to avoid tool proliferation.

3. How real-time is the data, does it update instantly when payments happen?

Data freshness depends on implementation approach. Webhook-based updates provide near real-time refresh (within seconds of payment events). API polling provides updates every 5-15 minutes. Batch synchronization runs hourly or daily for less time-sensitive metrics like settlement reconciliation. The requirements session clarifies which metrics need real-time visibility (authorization rates, failed payments) vs. which can update periodically (monthly refund trends). Most implementations use hybrid approach—critical operational metrics update in real-time, financial reconciliation data syncs daily.

4. What happens when we add a new PSP, can the dashboard accommodate it?

Yes, the architecture is designed for extensibility. Adding a new PSP typically takes 2-5 days depending on API similarity to existing integrations. The service includes documentation and connector templates so your technical team can add straightforward PSPs independently. For complex providers or if you prefer external implementation, additional PSP integrations can be scoped separately. The unified data model means new PSP data appears in existing views automatically—no dashboard redesign required.

5. Can we customize the KPIs and metrics after launch, or is everything fixed?

The dashboard includes initial KPI set based on the requirements session, but it's not locked. Most implementations use configurable dashboards where your team can add new metrics, adjust visualizations, or create custom views without code changes. Technical documentation explains how to add calculated fields or new data sources. For major feature additions (new chart types, complex data transformations, additional integrations), those can be scoped as enhancements. The goal is giving you a strong foundation you can evolve as needs change.

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