Payment Trends

Payment Trends

Introduction

For any educational institution closely monitoring fee collections, patterns, and trends is crucial for streamlined operations. The "Payment Trends" report is designed to help you easily understand overall and granulated payment activity, so you’re always informed about your collections performance, modes of payment, and patterns over time. 
  1. Go to the menu
  2. Select Dashboard
  3. Choose Payment Dashboard
  4. Scroll to Payment Trends
Payment trends is an overall view of total payments, payment count and average payment 
The section provides the following key insights:
  1. Total Payment: The total sum of payments received within the selected timeframe. This aggregates all payment modes and fee heads.
  2. Payment Count: The total number of successful transactions in that period.
  3. Average Payment: The per-transaction average, which helps you understand payment magnitude and student behavior.
  4. Percentage Changes: For each data point (total, count, average), a comparison with the previous period (e.g., month-over-month) is shown with color-coded and a percentage giving you instant clarity on positive/negative trends.
    1. Green: Indicates an increase compared to the previous 30 days.
    2. Red: Indicates a decrease compared to the previous 30 days.
A dynamic, interactive graph is prominently featured, indicating daily/weekly/monthly collection flow. Peaks, drops, and regularities become easy to spot, helping you strategize follow-ups or campaigns.

Payment Mode Breakdown

Every institution needs to know not just how much came in, but how it was paid. Beneath the main metrics, a breakdown shows payment distribution by mode:
  1. Online, Cash, Bank Transfers, DD, POS, EMI
  2. For each mode, you see:
    1. Count of payments
    2. Total amount collected
    3. Percentage share for each mode (e.g., Online: 80%, Cash: 12%, etc.)
This lets you immediately see whether digital payments are being adopted.

Filter Options
Apply filters for date range, payment mode, currency, and Fee Name.

Conclusion

The Payment Trends section in Collexo’s dashboard puts actionable insights at your fingertips,showing how much, how often, and through which channels your fees are being collected. With navigation and detailed data points, you can stay informed, ensure accountability, and take timely actions to optimize collections. Whether you are part of the finance office or administration, this dashboard equips you with the trends and insights you need to manage your collection processes with confidence.

    • Related Articles

    • Payment Records

      Introduction As an institution, you often need quick access to accurate and approved payment data for reporting, audits, and internal reviews. The Payment Records page helps you do exactly that. It gives you a clear, consolidated view of all ...

    • Fee Collection Summary

      Introduction Managing fee collections in educational institutes such as universities, colleges, and coaching centers can be complex, especially when you need real-time visibility of various fee categories, applicant status, and payment details. The ...

    • Track Payments

      Introduction Managing student payments can be challenging for any institute. Payments are received from multiple channels, may be paid in full or as installments, and at times require refunds or offline entries. Tracking these payments manually using ...

    • Download Request

      Introduction As you work with data across your institution’s portal, it’s important to keep track of the files you and your team downloads. The Download Requests page helps you do exactly that. It provides a centralized view of every download ...

    • Settlement Report

      Overview Settlements are the process in which the fees received from students/applicants are settled in your bank account(s). The Settlement Report contains details of the settlements processed to your account and helps you reconcile the settlements. ...