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Payment metrics setup for marketplaces and platforms

In 30 days, install a payments metrics OS so your team can spot issues early, diagnose fast, and prioritize the fixes that move conversion, risk, and cost.

  • Identify decline drivers by PSP × country × method.
  • Turn disputes and payout failures into daily signals, not escalations.
  • Align Finance, Risk, Ops, and Product on one source of truth.
Book a 20-minute fit call

On the fit call we'll review your dashboards, confirm data access, and lock sprint focus.

Deliverables
  • Metrics layer
  • Dashboards
  • Alerts
  • Operating processes
  • Optimization proposals
What you get

A payments metrics OS your team can run

KPI map (1 slide)

One-page KPI tree linking pay-ins, pay-outs, disputes/risk, and cost.

Metric definitions (sheet)

Short dictionary with formulas, segments, targets, caveats, and owners.

Dashboards v1 (links/spec)

Executive, Ops, and Risk views implemented where access allows. If not, you get a build-ready dashboard spec.

Alert rules (sheet + playbooks)

Simple thresholds for auth drops, dispute spikes, payout failures, fraud signals, and cost drift — with owners and actions.

Operating cadence pack (templates)

Weekly review agenda, monthly provider scorecard, and incident checklist.

A quick taste (examples)
KPI tree (mini)

Net Successful GMV → Auth rate • Capture rate • Refund rate
Payout reliability → Success rate • Return rate • Time-to-payout
Risk → Dispute rate • Loss rate • Concentration by seller cohort
Economics → Effective processing bps • Fees by PSP/method/country

Metric definitions (sample rows)

Authorization rate = authorized / attempted (by PSP • country • method • issuer bucket).
Payout failure rate = failed / attempted payouts (by payout rail • bank • country • seller cohort).
Dispute rate = disputes / captured txns (by seller cohort • category • country).

Alert spec (sample)

Auth rate drop (‑3pp vs baseline) → Owner: Payments Ops → Action: check PSP + issuer buckets.
Payout return spike (+2× baseline) → Owner: Payouts Ops → Action: top banks/rails + seller cohorts.
Dispute spike (+30% WoW) → Owner: Risk → Action: cohort review + policy/controls.

Example outcomes
  • Found top decline drivers by PSP × country × method in the first week.
  • Cut payout failure investigation into a short daily check.
  • Spotted dispute concentration in one seller cohort and changed policy.
  • Created a weekly cadence so issues do not become surprises.
10-day sprint

Simple phases, clear artifacts

Day 1–2

Discovery & data map — systems inventory, events, and “truth sources” doc.

Day 3–5

KPI tree + metric definitions — KPI tree and metric dictionary with segments and owners.

Day 6–8

Dashboards v1 + alert spec — dashboards implemented where access allows; alert thresholds and routing.

Day 9–10

Operating cadence + roadmap — weekly review template, scorecard, checklist, and 30/60/90 plan.

Pricing
$7,500

Fixed fee for the 10-day sprint.

Includes fixed scope, fixed 10-business-day timeline, three working sessions, and templates your team keeps. Implementation support or a follow-on Payments Ops retainer is optional.

On the 20-minute fit call we will
  • Clarify your marketplace model, regions, and provider stack.
  • Review current metrics and dashboard coverage.
  • Confirm sprint focus (pay-ins vs pay-outs vs disputes/risk), data access, and timing.
  • If it is a fit, you get a start date and 1-page scope the same day.
FAQ

Before you book

Will you build dashboards inside our BI tool?

Yes, where access allows. If not, you still get dashboard + alert specs your team can implement.

What if we have multiple PSPs and messy data?

That's normal. The sprint designs a metrics layer that works with what you have now and shows what to fix next.

What do you need from our team?

One point of contact, read-only access (or exports), and three short working sessions during the sprint.

Will this turn into a big data project?

No. You get a usable v1 now and a 30/60/90 roadmap for any deeper data work.

Run payments like a system, not a fire drill.

If this sounds like the right level of help, book a short fit call and we'll see if the sprint is a match.