Less noise. Better decisions.
Understand each gateway and prepare scenarios without confusing forecasts with available funds.
Start with the summary
Open Gateway health, select an account and review its main figures. The first screen prioritizes volume, approval, disputes and available balance, followed by important signals and a recommended next step.
Fictional data. This example does not change your account.
Check when data was updated
Check the last update and any incomplete information. An unavailable figure is not zero. Refresh the account when you need recent information. If a source remains pending, base decisions on confirmed information.
Interpret alerts in context
Read the signal, analysis period and explanation. Increased declines, refunds or disputes may call for a review of your offer, deliveries or customer support. Check pending Stripe requirements. Expand the complete analysis when you need details behind a figure.
What each balance means
| Figure | How to use it |
|---|---|
| Collected sales | Completed charges, not necessarily money already in your bank. |
| Available balance | Funds Stripe shows as available in the account. |
| Pending balance | Funds not yet shown as available. |
| Expected payout | A bank transfer with its status and estimated date. |
Try a scenario before deciding
- Open Revenue planning and select the gateway.
- Choose a horizon and review the available assumptions: sales, refunds, disputes, reserves or expenses.
- Calculate the scenario and review estimated ending balance, minimum balance and first shortfall date.
- Expand assumptions and calendar to understand the result. Change one variable and compare before deciding.
A forecast is not a payout
The planner does not move money, change routing or alter Stripe terms. Results depend on assumptions and available information. Use Bank payouts for actual transfers, and recalculate when conditions change.