---
updatedAt: 2026-07-11T00:48:35.000Z
agentTools:
  siteIndex: https://docs.recurly.com/llms.txt
  projectIndex: https://docs.recurly.com/recurly-subscriptions/llms.txt
---

# Payments Hub: Overview dashboard

Get a high-level summary of your payment health with the Overview dashboard, featuring real-time data on success rates, global volume, and payment method distribution. Learn to use interactive filters and distinguish between Customer-Initiated (CIT) and Merchant-Initiated (MIT) transaction performance.

<HTMLBlock>{`
<link rel="stylesheet" href="https://fonts.googleapis.com/css2?family=Figtree:wght@400;500;600;700;800;900&display=swap">
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.0/css/all.min.css">

<style>
/* ── HOST-THEME BACKGROUND OVERRIDE ── */
body { background: #ffffff !important; }

/* ── GLOBAL CSS IMMUNITY BLOCK ── */
.rc-guide h1 { border-bottom: none !important; padding-bottom: 0 !important; }
.rc-guide, .rc-guide * { font-family: "Figtree", "Helvetica Neue", Helvetica, arial, sans-serif !important; }
/* FA6 font restore — (0,0,2,0) beats wildcard (0,0,1,0) */
.rc-guide [class^="fa-"],
.rc-guide [class*=" fa-"] { font-family: "Font Awesome 6 Free" !important; }
.rc-guide .fa-brands,
.rc-guide [class*="fa-brands"] { font-family: "Font Awesome 6 Brands" !important; }

html { scroll-behavior: smooth; scroll-padding-top: 80px; }

.rc-guide {
  --yellow:    #FFD706;
  --offblack:  #0D0D0B;
  --darkgray:  #32312D;
  --gray:      #807D75;
  --lightgray: #D1CFC4;
  --brightgray:#F2F1EA;
  --offwhite:  #FCFBF7;
  font-family: "Figtree", "Helvetica Neue", Helvetica, arial, sans-serif !important;
  color: #32312D !important;
  background: #ffffff;
}
.rc-guide * { box-sizing: border-box; }

/* ── NAVIGATE MASTER ARMOR — (0,0,7,1) beats global section 1.1 rule (0,0,6,2)
   All .rc-guide a.[class] overrides must be declared AFTER this block. ── */
.rm-Markdown.markdown-body .rc-guide a:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a,
.rc-guide a:link,
.rc-guide a:visited,
.rc-guide a:active {
  color: #008CFF !important;
  text-decoration: none !important;
  text-decoration-line: none !important;
  text-decoration-color: transparent !important;
  text-underline-offset: unset !important;
  border-bottom: 0 !important;
}
.rc-guide a:hover {
  text-decoration: none !important;
}

/* ── FONT AWESOME ICON HELPERS ── */
.rc-fa-announce { color: #0D0D0B; font-size: 1rem; flex-shrink: 0; }
.rc-fa-dark  { color: #FFD706 !important; font-size: 1.3rem; display: block; margin-bottom: 10px; }
.rc-fa-light { color: #0D0D0B; font-size: 1.3rem; display: block; margin-bottom: 10px; }
.rc-fa-section { color: #0D0D0B; font-size: 1rem; }

/* ── LAYOUT ── */
.rc-top-nav { padding: 20px 40px 16px; max-width: 1200px; margin: 0 auto; }
.rc-content-wrap { max-width: 1200px; margin: 0 auto; padding: 0 40px; }

/* Back link — (0,0,8,1) */
.rm-Markdown.markdown-body .rc-guide a.rc-back-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-back-link { color: #807D75 !important; font-weight: 700; font-size: .9rem; display: inline-flex; align-items: center; gap: 6px; transition: color .2s; border-bottom: 0 !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-back-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-back-link:hover { color: #008CFF !important; text-decoration: none !important; }

/* ── ANNOUNCEMENT BAR ── */
.rc-announce-bar { display: none; background: var(--yellow); color: var(--offblack); align-items: center; justify-content: space-between; padding: 10px 20px; font-size: .88rem; font-weight: 600; border-radius: 10px; margin-bottom: 16px; gap: 12px; line-height: 1.4; }
.rc-announce-bar.rc-active { display: flex; }
.rc-announce-inner { display: flex; align-items: center; gap: 10px; flex: 1; flex-wrap: wrap; }
.rm-Markdown.markdown-body .rc-guide a.rc-announce-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-announce-link { color: #0D0D0B !important; font-weight: 800; white-space: nowrap; padding: 4px 12px; background: rgba(0,0,0,0.10); border-radius: 6px; transition: background 0.2s; border-bottom: 0 !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-announce-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-announce-link:hover { background: rgba(0,0,0,0.20); color: #0D0D0B !important; text-decoration: none !important; }

/* ── HERO ── */
.rc-hero { background: linear-gradient(rgba(13,13,11,0.82), rgba(13,13,11,0.82)), url('https://files.readme.io/7a74d62bff1d532ca5adc49ae3d1c7d39a9703386b62fa98835df5c47a5f84b1-Topo_for_Black_Background_2.png') no-repeat center center; background-color: var(--offblack); background-size: cover; color: #fff; padding: 48px 40px 44px; text-align: center; border-radius: 16px; margin-bottom: 0; }
.rc-lp-pillar-tag { display: inline-flex; align-items: center; gap: 7px; background: rgba(0,140,255,0.20); border: 1px solid rgba(0,140,255,0.45); color: #008CFF; font-size: .75rem; font-weight: 800; letter-spacing: 1px; text-transform: uppercase; padding: 6px 14px; border-radius: 20px; margin-bottom: 20px; }
.rc-lp-pillar-tag img { width: 13px; height: 13px; object-fit: contain; }
.rc-lp-hero-title { text-align: center; margin: 0 0 14px; }
.rc-lp-hero-title h1 { font-size: 2.4rem; font-weight: 800; line-height: 1.15; color: var(--offwhite); margin: 0; }
.rc-hero > p { font-size: 1rem; opacity: .85; max-width: 640px; margin: 0 auto 32px; color: var(--lightgray); line-height: 1.6; }

/* Hero stats */
.rc-hero-stats { display: grid; grid-template-columns: repeat(3, 1fr); gap: 0; border-top: 1px solid rgba(255,255,255,0.12); padding-top: 24px; margin-top: 4px; }
.rc-hero-stat { text-align: center; padding: 0 16px; }
.rc-hero-stat + .rc-hero-stat { border-left: 1px solid rgba(255,255,255,0.12); }
.rc-hero-stat-num { font-size: 1.9rem; font-weight: 800; color: #FFD706; line-height: 1; margin-bottom: 6px; }
.rc-hero-stat-label { font-size: .72rem; font-weight: 600; letter-spacing: .8px; text-transform: uppercase; color: var(--lightgray); line-height: 1.3; }

/* ── NAVIGATION — non-sticky + open (Course page) — Scale pillar ── */
details.rc-sticky-nav-wrap {
  position: relative; z-index: 1;
  background-color: #008CFF;
  box-shadow: 0 4px 12px rgba(0,0,0,0.08);
  margin: 24px 0 48px 0; border-radius: 12px;
  border: 1px solid rgba(0,0,0,0.08); overflow: hidden;
}
details.rc-sticky-nav-wrap > summary { list-style: none; display: flex; align-items: center; padding: 15px 24px; cursor: pointer; user-select: none; }
details.rc-sticky-nav-wrap > summary::-webkit-details-marker { display: none; }
details.rc-sticky-nav-wrap > summary::marker { display: none; }
.rc-nav-toggle-label { display: inline-flex; align-items: center; gap: 8px; font-weight: 800; font-size: .88rem; letter-spacing: 0.6px; text-transform: uppercase; color: #0d0d0d; }
.rc-nav-chevron { font-size: .72rem; color: #0d0d0d; opacity: 0.55; line-height: 1; transition: transform 0.25s ease; }
details.rc-sticky-nav-wrap[open] .rc-nav-chevron { transform: rotate(180deg); }
.rc-nav-drawer { display: grid; grid-template-rows: 0fr; transition: grid-template-rows 0.3s ease; }
details.rc-sticky-nav-wrap[open] .rc-nav-drawer { grid-template-rows: 1fr; }
.rc-nav-drawer-inner { overflow: hidden; border-top: 1px solid rgba(0,0,0,0.10); }
.rc-nav-links { display: flex; flex-wrap: wrap; gap: 6px 4px; padding: 12px 20px 18px; }
.rm-Markdown.markdown-body .rc-guide a.rc-sticky-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-sticky-link {
  color: #0d0d0d !important; font-weight: 700; font-size: .83rem; letter-spacing: 0.4px;
  text-transform: uppercase; padding: 7px 14px; border-radius: 7px; transition: all .18s;
  white-space: nowrap; display: inline-flex; align-items: center; gap: 6px; border-bottom: 0 !important;
}
.rm-Markdown.markdown-body .rc-guide a.rc-sticky-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-sticky-link:hover { background: rgba(0,0,0,0.20); color: #0d0d0d !important; text-decoration: none !important; }
.rc-sticky-link img { width: 15px; height: 15px; object-fit: contain; }
.rc-step-badge { display: inline-flex; align-items: center; justify-content: center; width: 20px; height: 20px; border-radius: 50%; background: #0D0D0B; color: #FFD706; font-size: .65rem; font-weight: 800; flex-shrink: 0; line-height: 1; }
.rm-Markdown.markdown-body .rc-guide a.rc-sticky-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover .rc-step-badge,
.rc-guide a.rc-sticky-link:hover .rc-step-badge { background: #FFD706; color: #0D0D0B; }
.rm-Markdown.markdown-body .rc-guide a.rc-sticky-link-active:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-sticky-link-active { font-weight: 800; color: #0d0d0d !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-sticky-link-active:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-sticky-link-active:hover { background: rgba(0,0,0,0.20); color: #0D0D0B !important; text-decoration: none !important; }

/* ── CONTENT SECTIONS ── */
.rc-lp-section { margin-bottom: 48px; }
.rc-lp-section h2 { font-size: 1.5rem; font-weight: 800; margin: 0 0 20px; color: var(--offblack); display: flex; align-items: center; gap: 12px; }
.rc-lp-section h2::after { content: ""; flex-grow: 1; height: 1px; background: var(--lightgray); }
.rc-lp-section p { font-size: .95rem; line-height: 1.65; color: var(--darkgray); margin: 0 0 16px; }

/* Screenshot */
.rc-screenshot { width: 100%; border-radius: 14px; border: 1px solid var(--lightgray); margin-bottom: 24px; display: block; }

/* Inline step video */
.rc-step-video { border-radius: 10px; margin-top: 16px; border: 1px solid var(--lightgray); overflow: hidden; background: var(--offblack); }
.rc-step-video-label { background: var(--offblack); padding: 9px 14px; display: flex; align-items: center; gap: 8px; }
.rc-step-video-label::before { content: '▶'; font-size: .6rem; color: #008CFF; flex-shrink: 0; }
.rc-step-video-label span { font-size: .72rem; font-weight: 700; text-transform: uppercase; letter-spacing: .7px; color: var(--lightgray); }
.rc-step-video-frame { background: var(--offblack); }
.rc-step-video-frame iframe { display: block; width: 100%; aspect-ratio: 16/9; border: none; }
.rc-step-video-caption { font-size: .8rem; color: var(--gray); padding: 8px 14px 10px; background: var(--brightgray); border-top: 1px solid var(--lightgray); line-height: 1.5; }

/* Content card */
.rc-card { background: var(--offwhite); border-radius: 16px; padding: 28px; border: 1px solid var(--lightgray); margin-bottom: 24px; }
.rc-card p { font-size: .92rem; color: var(--darkgray); line-height: 1.75; margin: 0; }

/* Card grid */
.rc-card-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 16px; margin: 0 0 32px; }
.rc-feature-card { background: var(--offwhite); border: 1px solid var(--lightgray); border-radius: 12px; padding: 22px; display: flex; flex-direction: column; gap: 8px; transition: all .2s ease; }
.rc-feature-card:hover { border-color: #008CFF; box-shadow: 0 4px 16px rgba(0,140,255,0.15); transform: translateY(-2px); }
.rc-feature-card h4 { font-size: .98rem; font-weight: 800; color: var(--offblack); margin: 0; }
.rc-feature-card p { font-size: .88rem; color: var(--gray); line-height: 1.55; margin: 0; flex-grow: 1; }

/* Inline body link */
.rm-Markdown.markdown-body .rc-guide a.rc-inline-link:not([class*="Button"]):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-inline-link { color: #008CFF !important; font-weight: 600; border-bottom: 0 !important; text-decoration: none !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-inline-link:not([class*="Button"]):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-inline-link:hover { color: #0067BE !important; text-decoration: underline !important; text-decoration-color: #008CFF !important; text-underline-offset: 2px !important; }

/* Callouts */
.rc-callout { border-radius: 10px; padding: 16px 20px; margin: 20px 0; display: flex; gap: 14px; align-items: flex-start; }
.rc-callout-icon { font-size: 1.1rem; line-height: 1.4; flex-shrink: 0; }
.rc-callout-body { flex: 1; }
.rc-callout-body > strong { font-size: .88rem; font-weight: 800; display: block; margin-bottom: 4px; }
.rc-callout-body p { font-size: .9rem; line-height: 1.55; margin: 0; color: var(--darkgray); }
.rc-callout-tip { background: var(--brightgray); border-left: 4px solid var(--offblack); }
.rc-callout-tip .rc-callout-body > strong { color: var(--offblack); }
/* Callout inline links — (0,0,8,1) */
.rm-Markdown.markdown-body .rc-guide .rc-callout-body a:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide .rc-callout-body a { color: #008CFF !important; font-weight: 600; border-bottom: 0 !important; }
.rm-Markdown.markdown-body .rc-guide .rc-callout-body a:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide .rc-callout-body a:hover { text-decoration: underline !important; text-decoration-color: #008CFF !important; text-underline-offset: 2px !important; }

/* Checklist */
.rc-checklist { background: var(--offwhite); border: 1px solid var(--lightgray); border-radius: 12px; overflow: hidden; margin: 20px 0 32px; }
.rc-checklist-header { padding: 14px 22px; background: var(--offblack); display: flex; align-items: center; gap: 10px; }
.rc-checklist-header h4 { font-size: .82rem; font-weight: 700; text-transform: uppercase; letter-spacing: .8px; color: var(--yellow); margin: 0; }
.rc-checklist-item { padding: 14px 22px; border-bottom: 1px solid var(--brightgray); display: flex; align-items: flex-start; gap: 14px; transition: background .15s; cursor: pointer; }
.rc-checklist-item:last-child { border-bottom: none; }
.rc-checklist-item:hover { background: var(--brightgray); }
.rc-checklist-item input[type="checkbox"] { position: absolute; opacity: 0; width: 0; height: 0; pointer-events: none; }
.rc-checkbox-box { width: 22px; height: 22px; border-radius: 6px; border: 2px solid var(--lightgray); flex-shrink: 0; background: #fff; display: flex; align-items: center; justify-content: center; transition: all .18s; margin-top: 1px; }
.rc-checklist-item input[type="checkbox"]:checked + .rc-checkbox-box { background: var(--offblack); border-color: var(--offblack); }
.rc-checklist-item input[type="checkbox"]:checked + .rc-checkbox-box::after { content: '✓'; color: var(--yellow); font-size: .75rem; font-weight: 800; line-height: 1; }
.rc-checklist-item input[type="checkbox"]:checked ~ .rc-checklist-text strong { text-decoration: line-through; color: var(--gray); }
.rc-checklist-item:has(input[type="checkbox"]:checked) { background: rgba(0,140,255,0.06); }
.rc-checklist-text { flex: 1; }
.rc-checklist-text strong { font-size: .9rem; font-weight: 700; color: var(--offblack); display: block; margin-bottom: 2px; transition: color .18s; }
.rc-checklist-text span { font-size: .8rem; color: var(--gray); line-height: 1.4; display: block; }
.rc-checklist-footer { padding: 10px 22px; background: var(--brightgray); border-top: 1px solid var(--lightgray); font-size: .78rem; color: var(--gray); font-weight: 600; }

/* ── OFFICE HOURS CTA ── */
.rc-oh-cta { background: #0D0D0B !important; border: 2px solid #FFD706; border-radius: 14px; padding: 32px 36px; margin: 32px 0; }
.rc-oh-cta h4 { color: #FFD706 !important; font-size: 1.05rem; font-weight: 800; text-transform: uppercase; letter-spacing: 1px; margin: 0 0 12px; display: block; }
.rc-oh-cta p { color: #D1CFC4 !important; font-size: .95rem; line-height: 1.6; margin: 0 0 20px; }
.rc-oh-cta p strong { color: #FCFBF7 !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-oh-btn:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-oh-btn { background: #FFD706 !important; color: #0D0D0B !important; text-decoration: none !important; padding: 12px 24px; border-radius: 10px; font-weight: 800; font-size: .9rem; display: inline-flex; align-items: center; gap: 8px; transition: all .2s; border: 2px solid #FFD706 !important; border-bottom: 2px solid #FFD706 !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-oh-btn:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-oh-btn:hover { background: transparent !important; color: #FFD706 !important; border: 2px solid #FFD706 !important; border-bottom: 2px solid #FFD706 !important; text-decoration: none !important; }

/* ── PATH NAV BUTTONS — double-prefix + :not() → (0,0,8,1) ── */
.rc-lp-nav { display: flex; align-items: center; justify-content: space-between; gap: 16px; margin: 40px 0 16px; }
.rc-lp-nav-indicator { font-size: .8rem; font-weight: 600; color: var(--lightgray); letter-spacing: .5px; }
.rm-Markdown.markdown-body .rc-guide a.rc-btn-prev:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-btn-prev { background: transparent; color: #0D0D0B !important; text-decoration: none !important; padding: 13px 24px; border-radius: 10px; font-weight: 700; font-size: .9rem; display: inline-flex; align-items: center; gap: 8px; border: 2px solid #D1CFC4 !important; border-bottom: 2px solid #D1CFC4 !important; transition: all .2s; }
.rm-Markdown.markdown-body .rc-guide a.rc-btn-prev:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-btn-prev:hover { border: 2px solid #0D0D0B !important; border-bottom: 2px solid #0D0D0B !important; color: #0D0D0B !important; text-decoration: none !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-btn-path:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-btn-path { background: #FFD706; color: #0D0D0B !important; text-decoration: none !important; padding: 13px 28px; border-radius: 10px; font-weight: 800; font-size: .95rem; display: inline-flex; align-items: center; gap: 8px; transition: all .2s; border: 2px solid #FFD706 !important; border-bottom: 2px solid #FFD706 !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-btn-path:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-btn-path:hover { background: transparent !important; color: #0D0D0B !important; border: 2px solid #FFD706 !important; border-bottom: 2px solid #FFD706 !important; text-decoration: none !important; }

/* ── RESOURCES ── */
.rc-resources { background: var(--brightgray); border-left: 4px solid #008CFF; border-radius: 10px; padding: 20px 24px; margin: 32px 0 0; }
.rc-resources h3 { font-size: .75rem; font-weight: 700; text-transform: uppercase; letter-spacing: .9px; color: var(--gray); margin: 0 0 12px; display: flex; align-items: center; gap: 8px; }
.rc-resource-links { display: flex; flex-wrap: wrap; gap: 4px 20px; }
.rm-Markdown.markdown-body .rc-guide a.rc-resource-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-resource-link { color: #807D75 !important; text-decoration: underline !important; text-underline-offset: 3px; text-decoration-color: #D1CFC4 !important; font-weight: 500; font-size: .88rem; transition: all .18s; display: inline-flex; align-items: center; gap: 6px; border-bottom: 0 !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-resource-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-resource-link:hover { color: #0D0D0B !important; text-decoration: underline !important; text-underline-offset: 3px; text-decoration-color: #008CFF !important; }

/* ── FOOTER NAV ── */
.rc-footer-nav { border-top: 1px solid var(--lightgray); padding-top: 40px; margin-top: 48px; padding-bottom: 48px; }
.rc-footer-links { display: flex; flex-direction: column; gap: 16px; }
.rc-footer-section { display: flex; flex-wrap: wrap; align-items: center; gap: 8px 24px; }
.rc-footer-label { font-weight: 800; font-size: .75rem; text-transform: uppercase; letter-spacing: .8px; color: var(--darkgray); background: var(--brightgray); padding: 4px 10px; border-radius: 6px; margin-right: 4px; }
.rm-Markdown.markdown-body .rc-guide a.rc-footer-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn),
.rc-guide a.rc-footer-link { color: #807D75 !important; text-decoration: none !important; font-weight: 600; font-size: .88rem; transition: color .2s ease; display: inline-flex; align-items: center; gap: 6px; border-bottom: 0 !important; }
.rm-Markdown.markdown-body .rc-guide a.rc-footer-link:not([class*="Button"]):not(.rp-anchor):not(.rp-toc-pill):not(.rp-btn):hover,
.rc-guide a.rc-footer-link:hover { color: #008CFF !important; text-decoration: none !important; }
.rc-footer-link img { width: 14px; height: 14px; object-fit: contain; opacity: 0.5; transition: opacity .2s ease; }
.rc-guide a.rc-footer-link:hover img { opacity: 1; }
.rc-footer-utility { display: flex; flex-wrap: wrap; gap: 24px; margin-top: 16px; padding-top: 24px; border-top: 1px solid var(--brightgray); }

/* ── RESPONSIVE ── */
@media(max-width:768px){
  .rc-content-wrap { padding: 0 20px; }
  .rc-top-nav { padding: 16px 20px; }
  .rc-hero { padding: 36px 20px 36px; }
  .rc-lp-hero-title h1 { font-size: 1.8rem; }
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<div class="rc-guide">
  <div class="rc-top-nav">
    <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale" class="rc-back-link">← Back to Scale</a>
  </div>

  <div class="rc-content-wrap">

    
    <div class="rc-announce-bar">
      <div class="rc-announce-inner">
        <i class="fa-regular fa-calendar-days rc-fa-announce"></i>
        <strong>Upcoming:</strong> Join our CSMs for a live Payments Hub walkthrough.
        <a href="https://navigate.recurly.com/global-office-hours/" target="_blank" rel="noopener noreferrer" class="rc-announce-link">Register now →</a>
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    <div class="rc-hero">
      <div class="rc-lp-pillar-tag">
        <img src="https://files.readme.io/7038a0b3a299cfe800553d4c8a6721f92b1fc7e031ef697861d3603fb1bb5a05-Scale-icon-white.png" alt="Scale">
        Scale · Payments Hub
      </div>
      <div class="rc-lp-hero-title"><h1>Overview dashboard</h1></div>
      <p>The Overview dashboard is your starting point — a high-level summary of your payment health, with filters to drill into exactly what you need.</p>
    </div>

    
    <details class="rc-sticky-nav-wrap" open>
      <summary>
        <span class="rc-nav-toggle-label">Navigation Menu <i class="fa-solid fa-chevron-up rc-nav-chevron"></i></span>
      </summary>
      <div class="rc-nav-drawer"><div class="rc-nav-drawer-inner"><div class="rc-nav-links">
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-home" class="rc-sticky-link">
          <img src="https://files.readme.io/105d407afb9e682bd60fbc60587b3da1cfb3d09be95148d71529b20fb286aadf-Home_icon_2.png" alt=""> Navigate Home
        </a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub" class="rc-sticky-link"><span class="rc-step-badge">1</span> Getting started</a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-overview" class="rc-sticky-link rc-sticky-link-active">
          <img src="https://files.readme.io/070e914d23dead09604d5f96b8769c88b8aae704ebd4505415e5854011030110-Black_Navigate_Home_Pin_1.png" alt=""> Overview
        </a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-processing" class="rc-sticky-link"><span class="rc-step-badge">2</span> Payment processing</a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-account-updater" class="rc-sticky-link"><span class="rc-step-badge">3</span> Account updater</a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-retries" class="rc-sticky-link"><span class="rc-step-badge">4</span> Payment retry recovery</a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-fraud-prevention" class="rc-sticky-link"><span class="rc-step-badge">5</span> Fraud prevention</a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-review-resources" class="rc-sticky-link"><span class="rc-step-badge">6</span> Review &amp; resources</a>
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub" class="rc-sticky-link">
          <img src="https://files.readme.io/8e6d7690e1683e5627378d61ec2a127d950fa23c8eeb18b7ef0c6511dc927d45-Return_icon.png" alt=""> Back to Path Start
        </a>
      </div></div></div>
    </details>

    
    <div class="rc-lp-section">
      <h2><i class="fa-solid fa-chart-pie rc-fa-section"></i> Overview dashboard</h2>
      <p>Your top-level payment health summary. This is the first thing you see when you open Payments Hub — a single view of how your payments are performing across all gateways and methods.</p>

      <img class="rc-screenshot" src="https://files.readme.io/ea22de0f101e14451f795623abc56a40f45d4f4a6fb18edbaf367c0b7c5650d1-Overview_Dashboard.png" alt="Payments Hub overview dashboard" />

      <h2><i class="fa-solid fa-circle-play rc-fa-section"></i> Overview dashboard walkthrough</h2>

      <div class="rc-step-video">
        <div class="rc-step-video-label"><span>Dashboard demo</span></div>
        <div class="rc-step-video-frame">
          <iframe src="https://share.synthesia.io/embeds/videos/f72f7140-35fe-4aa6-9c7a-8ba798749a04" loading="lazy" title="Payments Hub: Overview dashboard demo" allowfullscreen allow="encrypted-media; fullscreen; microphone; screen-wake-lock;"></iframe>
        </div>
        <div class="rc-step-video-caption">A quick walkthrough of the Overview dashboard — what each tile shows and how to use the filters.</div>
      </div>
    </div>

    
    <div class="rc-lp-section">
      <h2><i class="fa-solid fa-table-cells rc-fa-section"></i> What's on this dashboard</h2>

      <div class="rc-card">
        <p>
          <strong>Global payment volume distribution</strong> — A heat map showing where your payments are coming from by billing country. Darker shades = higher volume.<br><br>
          <strong>Payment method distribution</strong> — A pie chart showing the share of transactions by payment method type (credit card, PayPal, Apple Pay, etc.).<br><br>
          <strong>Overall success rate</strong> — Your blended payment success rate across all methods and gateways, with a comparison to the previous time period.<br><br>
          <strong>CIT success rate</strong> — Customer Initiated Transactions: payments where the customer is actively in session (sign-ups, checkout clicks, dunning re-entries).<br><br>
          <strong>MIT success rate</strong> — Merchant Initiated Transactions: automatic recurring renewals and scheduled payments.<br><br>
          <strong>Account Updater tile</strong> — Revenue authorized on automatically updated cards in the period. Visible to Account Updater enabled merchants only.<br><br>
          <strong>Payment Retry Recovery tile</strong> — Revenue recovered on failed invoices in the time period. Includes all success reasons: retries, account updater, backup gateway, new payment method from dunning, etc.<br><br>
          <strong>Fraud blocking tile</strong> — Count of transactions blocked by Kount. Visible to Kount-enabled merchants only.
        </p>
      </div>

      <div class="rc-callout rc-callout-tip">
        <div class="rc-callout-icon"><i class="fa-solid fa-circle-info"></i></div>
        <div class="rc-callout-body">
          <strong>No data on Account Updater or Fraud tiles?</strong>
          <p>If you don't have Account Updater or Kount enabled, those tiles will display a "Learn More" prompt instead of data. This is expected — the dashboard is aware of which features you have active.</p>
          <p>Learn more about <a href="https://docs.recurly.com/recurly-subscriptions/docs/kount" target="_blank" rel="noopener noreferrer" class="rc-inline-link rp-anchor">Kount fraud prevention →</a> or learn what Account Updater means and how to make it work for you via the <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-retain-account-updater" class="rc-inline-link rp-anchor">Account Updater learning path →</a></p>
        </div>
      </div>
    </div>

    
    <div class="rc-lp-section">
      <h2><i class="fa-solid fa-arrows-split-up-and-left rc-fa-section"></i> CIT vs. MIT — what's the difference?</h2>

      <div class="rc-card-grid">
        <div class="rc-feature-card">
          <h4>CIT — Customer Initiated</h4>
          <p>The customer is present. Includes sign-up transactions, checkout pages, and dunning click-throughs where a customer re-enters their card. These typically have higher success rates because the customer is actively engaged.</p>
        </div>
        <div class="rc-feature-card">
          <h4>MIT — Merchant Initiated</h4>
          <p>Automatic payments. Includes all scheduled subscription renewals and recurring charges that happen without the customer in session — which is why tools like Account Updater and intelligent retries matter most here.</p>
        </div>
      </div>
    </div>

    
    <div class="rc-lp-section">
      <h2><i class="fa-solid fa-sliders rc-fa-section"></i> Using the filters</h2>
      <p>All filters sit at the top of the dashboard and apply to the entire page. Every chart, table, and metric updates when you apply one. You can also click directly on the map or pie chart to filter by that selection.</p>

      <div class="rc-card">
        <p>
          <strong>Date range</strong> — Defaults to the last 30 days. Adjust to any custom range.<br>
          <strong>Country</strong> — Filter by billing country on the transaction.<br>
          <strong>Gateway</strong> — Isolate data for one or more connected gateways.<br>
          <strong>Payment method</strong> — Focus on a specific payment type (e.g., Apple Pay, PayPal).<br>
          <strong>Initiated by</strong> — Filter to CIT only or MIT only.<br>
          <strong>Currency</strong> — Filter to a specific currency.
        </p>
      </div>
    </div>

    
    <div class="rc-lp-section">
      <h2><i class="fa-solid fa-list-check rc-fa-section"></i> Activity: explore the Overview</h2>

      <div class="rc-checklist">
        <div class="rc-checklist-header">
          <i class="fa-solid fa-list-check" style="color: var(--yellow); font-size: 1rem;"></i>
          <h4>Overview activity</h4>
        </div>
        <label class="rc-checklist-item">
          <input type="checkbox">
          <div class="rc-checkbox-box"></div>
          <div class="rc-checklist-text">
            <strong>What is your overall payment success rate? Is it trending up or down compared to the previous period?</strong>
            <span>Look for the red or green delta below the success rate tile</span>
          </div>
        </label>
        <label class="rc-checklist-item">
          <input type="checkbox">
          <div class="rc-checkbox-box"></div>
          <div class="rc-checklist-text">
            <strong>Try filtering by country. Does your success rate change significantly for any region?</strong>
            <span>Click directly on the map to filter — click again to deselect</span>
          </div>
        </label>
        <label class="rc-checklist-item">
          <input type="checkbox">
          <div class="rc-checkbox-box"></div>
          <div class="rc-checklist-text">
            <strong>Look at the payment method distribution. Is the split what you expected?</strong>
            <span>Are there payment methods with a higher share than you realized?</span>
          </div>
        </label>
        <label class="rc-checklist-item">
          <input type="checkbox">
          <div class="rc-checkbox-box"></div>
          <div class="rc-checklist-text">
            <strong>Compare your CIT and MIT success rates. Which is higher, and by how much?</strong>
            <span>A large gap between the two may be worth exploring in the Payment processing dashboard</span>
          </div>
        </label>
        <div class="rc-checklist-footer">Tap each item to mark it complete</div>
      </div>
    </div>

    
    <div class="rc-oh-cta">
      <h4><i class="fa-solid fa-headset rc-fa-dark"></i>Want to talk through your numbers?</h4>
      <p>Join <strong>Global Office Hours</strong> to walk through your Overview dashboard with a Recurly Customer Success Manager. We can help you understand what your metrics mean and what to prioritize.</p>
      <a href="https://navigate.recurly.com/global-office-hours/" target="_blank" rel="noopener noreferrer" class="rc-oh-btn">Register for Office Hours →</a>
    </div>

    
    <div class="rc-lp-nav">
      <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub" class="rc-btn-prev">← Getting started</a>
      <span class="rc-lp-nav-indicator">2 of 7</span>
      <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-processing" class="rc-btn-path">Next: Payment processing dashboard →</a>
    </div>

    
    <div class="rc-resources">
      <h3><i class="fa-solid fa-book-open rc-fa-section"></i> Resources</h3>
      <div class="rc-resource-links">
        <a href="https://docs.recurly.com/recurly-subscriptions/docs/payments-hub-overview" target="_blank" rel="noopener noreferrer" class="rc-resource-link"><i class="fa-regular fa-file-lines"></i> Recurly Docs: Overview dashboard</a>
        <a href="mailto:support@recurly.com" class="rc-resource-link"><i class="fa-solid fa-headset"></i> Contact Recurly Support</a>
        <a href="https://navigate.recurly.com/global-office-hours/" target="_blank" rel="noopener noreferrer" class="rc-resource-link"><i class="fa-solid fa-globe"></i> Join Global Office Hours</a>
      </div>
    </div>

    
    <div class="rc-footer-nav">
      <div class="rc-footer-links">
        <div class="rc-footer-section">
          <span class="rc-footer-label">Payments Hub</span>
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub" class="rc-footer-link">1. Getting started</a>
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-overview" class="rc-footer-link">2. Overview dashboard</a>
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-processing" class="rc-footer-link">3. Payment processing dashboard</a>
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-account-updater" class="rc-footer-link">4. Account updater dashboard</a>
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-retries" class="rc-footer-link">5. Payment retry recovery dashboard</a>
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-fraud-prevention" class="rc-footer-link">6. Fraud prevention dashboard</a>
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-review-resources" class="rc-footer-link">7. Review &amp; resources</a>
        </div>
        <div class="rc-footer-utility">
          <a href="https://docs.recurly.com/recurly-subscriptions/docs/navigate-home" class="rc-footer-link">
            <img src="https://files.readme.io/105d407afb9e682bd60fbc60587b3da1cfb3d09be95148d71529b20fb286aadf-Home_icon_2.png" alt="Home"> Navigate Home
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# Sibling pages

* [Payments Hub: Payment processing dashboard](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-processing.md)
* [Payments Hub: Account Updater](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-account-updater.md)
* [Payments Hub: Payment retry recovery dashboard](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-payment-retries.md)
* [Payments Hub: Fraud prevention](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-fraud-prevention.md)
* [Payments Hub: Review & resources](https://docs.recurly.com/recurly-subscriptions/docs/navigate-scale-payments-hub-review-resources.md)