In-House Failed Payments Tracker – Sales Teams

Purpose of This Dashboard
This dashboard gives every sales rep a clear view of failed payments and past-due invoices tied to your Opportunities. It helps you recover revenue that may not have been visible before. It supports you in staying proactive, confident, and fully informed. 🚀

Why This Matters
Failed payments are often small, simple shifts that make a direct impact on your monthly numbers. This dashboard centralizes everything so you can act fast, serve clients well, and keep your pipeline healthy. 💡

Access the Dashboard
Salesforce Link: https://rri.lightning.force.com/lightning/r/Dashboard/01ZV5000000SDGrMAO/view?queryScope=userFolders

What You Can Do With This Dashboard
Use this tool to:

• Identify clients with failed payments or past-due invoices

• Follow up with clarity and confidence

•  Recover revenue efficiently

• Strengthen your relationships through timely action

How to Read the Dashboard

Top Left
All failed payments from yesterday on Opportunities you own. These are your fastest revenue recovery opportunities.

Top Right

• Initial failed payments from Pay links tied to your Opportunities. This helps you catch issues at the very start of the process.

Last Week Section 🚨

• Separated into Subscription Auto bills and Auto bills. Subscriptions generate invoices. Auto bills do not. This section highlights what still needs follow up from the previous week.

Bottom Left

• Your Opportunities with Subscription Auto bills where invoices were due last week and are now Past Due or Unpaid.

Bottom Right

• Your Opportunities with Auto bills that had a failed payment and no successful transactions yet. These are high leverage follow ups that can convert quickly when addressed.

Momentum Boost

Use this dashboard daily to stay ahead of issues, recover revenue with ease, and keep your numbers strong. Your consistency here creates real impact. 🌟