Documentation Index
Fetch the complete documentation index at: https://docs.pagos.ai/llms.txt
Use this file to discover all available pages before exploring further.
Favorite Charts
After you create and save a custom data visualization or Collection in the Charts section of Pagos Insights, you can click the star icon to favorite it. Your Favorites appear at the top of the main Charts page for easy access. These same Favorites also appear on the Home page, giving you immediate access to the data most important to your team. Use the navigational icons in the top right corner of the chart to scroll horizontally through each visual. Keep in mind, if you favorite a Collection, each individual chart in that Collection will appear on the Home page.Cost Health
Payment processing costs are complex and can be broken down by many fee type categories, subcategories, and codes. The Cost Health section of the Home page identifies the exact segments of your overall costs that require your attention. It’s broken into two sections: Fee Increases and New Fees.Fee Increases
Fee Increases identifies any anomalous increase of monthly fees in a single subcategory for one of your connected processors. This ensures you never miss an issue impacting one segment of your payment processing volume, even when such changes aren’t obvious in your total cost figures. On the 20th of every month, we automatically review your payment processing fees from the previous month, broken down by fee subcategory for each processor. If any fee subcategory-processor combination increases beyond established trends from the prior three months, it’ll appear under Cost Health along with the percentage fee increase month-over-month. Click the notification to navigate to the Fees by Subcategory dashboard, already filtered to the relevant processor and fee subcategory, where you can dig further into your fee data. Keep in mind the following:- Before Pagos can start analyzing your fee data for sudden increases, we must ingest at least three months of your cost data. Fee Increases will activate on the 20th of your fourth month with Pagos.
- We review your cost data for the previous month on the 20th of the current month (i.e. on March 20th, we review costs from February); this ensures we’ve ingested all cost data from last month before we analyze any cost changes.
- You’ll only receive a Fee Increase notification when both the fee amount and the ratio of fees to attempted transactions increases beyond historical norms. In other words, if fees increase proportionally with an increase in transaction volume, you won’t hear about it.
- We won’t review a fee subcategory-processor combination if the total fees for that processor are less than $5,000/month or total fees in the subcategory are less than $1,000.
This feature doesn’t account for:
- Fee adjustments
- Fees in the fee category of informational_data
- Unclassified fee types
- Volatile fees with inconsistent historical patterns