Solidgate Hub is built to enhance and support businesses with a unified toolset for running their day-to-day processes and growing revenue. It empowers merchants to focus on different aspects of their operations, such as payments, products, finances, fraud strategy implementation, thorough analytics, and much more.

The Hub is divided into key sections, each focused on a specific aspect of business operations. Upon signing in, merchants gain immediate insights into their business health and performance through a centralized dashboard. Solidgate Hub includes sections like Payments, Billing, Fraud prevention, and more to provide an efficient way for managing core business processes.

Section name Description Actions
Home Features a dashboard with a concise overview of the payment activity for the past week highlighting the dynamics and evolving tendencies. This allows merchants to quickly assess business performance, tracking and analyzing sales volume, approval rate, and dispute statistics. The dashboard also offers a detailed breakdown of payment volumes across supported methods and currencies.
  • View approval volume
  • Check fraud rate
  • Monitor approval rate
  • Track card disputes and PayPal chargebacks
  • View the share of payment methods
Payments Encompasses all aspects related to transactions, covering everything from order management to monitoring disputes, and analyzing transaction data.
  • View orders
  • Check payment analytics
  • Track disputes
  • View fraud notifications
  • Check risk analytics
Billing Serves for managing products, recurring billing services, and coupons.
  • Create, edit, and archive products
  • Create, delete, or archive coupons
  • Manage subscriptions by pausing, activating, cancelling, and more
  • View subscription analytics
  • Manage Billing settings
Fraud prevention Offers tools to manage and prevent fraudulent activities.
  • Manage lists of rejected or allowed transactions
  • View and manage velocity rules
  • Check fraud alerts
Finances Provides financial data for analysis and informed decisions.
  • View and download financial reports, including settlements and monthly reports
Developers Provides essential tools and information for merchants to manage their integration with Solidgate. It offers resources to configure, monitor, and troubleshoot using API logs.
  • Manage channels
  • Add webhook endpoints within channels
  • Configure Apple Pay domains
  • View API logs
Reports & Exports Allows merchants to generate reports and export data from their accounts based on the type of information they require for analysis or record-keeping, like product or subscription data, invoices, and more.
  • Create and download reports or export files
  • Generate reports for several channels
Taxes Serves for configuring taxable regions and default tax category to ensure accurate and compliant tax calculation.
  • Add and manage tax locations
  • Define tax application type
  • Assign legal entities to each location
  • Edit or end existing tax locations and legal entities
  • Configure default tax category for products
Account settings Contains tools for managing accounts, roles, and permissions. It also provides features for completing compliance questionnaires, adding legal entities, and signing documents.
  • Manage access by sending invitations, assigning roles, and blocking or unblocking accounts
  • View and sign documents
  • Complete compliance questionnaires
  • View audit log
Profile Provides access to personal and account information.
  • Update password
  • Enable two-factor authentication
  • Check the account role
  • Track login history

Your teams can follow step-by-step guidance for a wide range of actions related to managing business processes in the Solidgate Hub.

The Solidgate documentation sections include instructions based on feature availability in the Solidgate Hub or via API, which are organized in the corresponding tabs:

  • Via API for completing actions using the Solidgate API
  • Via Hub for completing actions through the Solidgate Hub

For example, the Product and price page shares steps for creating products and adding prices via API and via Hub.

Alongside its sections for different payment-related business processes, the Solidgate Hub also provides analytics, allowing merchants to gain deeper insights into their business performance.

Analytics

Solidgate Hub analytics is designed to offer comprehensive insights into different areas of payment processing, risk management, and subscription services. It enhances awareness, supports informed decisions, and provides numerous opportunities for business optimization:

  • Risk management

    By analyzing dispute rates, refund rates, and fraud rates, businesses can adjust their risk management strategies to minimize losses.

  • Customer experience

    Understanding decline reasons and cancellation patterns can help improve the customer journey and reduce friction in the payment process.

  • Financial planning

    Gross volume trends and approval rates provide valuable data for financial forecasting and planning.

  • Product development

    Insights from subscription analytics can inform product development and pricing strategies.

  • Operational efficiency

    Identifying common issues in payment processing can lead to improvements in operational efficiency and cost reduction.

The analytics focuses on four main aspects located in the corresponding Hub sections:

Payments

  • Payment analytics
  • Card risk analytics
  • APM risk analytics
Billing

  • Billing dashboard

Each category of analytics offers unique insights into a particular aspect of payment processing. To get a detailed or focused view for analysis based on specific business needs and areas of interest, you can:

  • Customize graphs with date ranges, currency, and other filters for more precise analysis
  • Hover over graphs to view detailed information for specific periods
Payments Payment analytics gives you a comprehensive view of payment performance and helps you monitor the health of your payment operations.

At the top of the page, there are three cards displaying key summary metrics:

  • Orders count – the total number of payment attempts during the selected period.
  • Success orders count – the number of successfully completed and settled orders.
  • Gross volume – the total successful transaction volume from settled orders.
When you use the Descriptor filter, Gross volume data may differ because descriptors apply only to card-related orders. For instance, when filtering by all descriptors, data may not match the unfiltered dashboard view since alternative payment method (APM) transactions are excluded from descriptor-based results.
After the summary cards, there are two key charts that help you monitor approval trends and track payment declines and their reasons.

  • Approval rate and Approval volume
    This chart shows how approval rate and approval volume correlate over time. You can identify how changes in approval rates may affect overall transaction volume, or vice versa.
    Approval volume focuses on orders approved at the authorization step, using the authorization date but Gross volume tracks total settled transactions by settlement date.
  • Decline structure
    The decline structure chart shows a detailed breakdown of failed transactions, including decline reasons, codes, percentages of total charges and declines, and count per decline type. This information is essential for identifying common transaction failure points and areas for payment process optimization.
Card risks This analytics focuses on the risks associated with card payments, a critical aspect of risk management for businesses accepting card transactions.

  • VAMP rate
    This chart gives merchants a clear view of their risk metrics under Visa’s new monitoring framework. This visibility helps businesses track their compliance status, identify potential issues, and take proactive measures to stay within acceptable thresholds.
  • Fraud rate
    The chart compares fraud rates between Visa and Mastercard. It is important to note that these statistics are calculated monthly and only include data from payment schemes with fraud alerts and banks that export full fraud data. This information supports understanding and mitigating fraud risks.
  • Dispute rate
    This chart compares dispute rates across different card networks over time. It helps identify trends or issues specific to certain card networks, allowing businesses to take targeted action if needed.
  • Refund rate
    The chart displays refund trends over time and serves as an indicator of customer satisfaction, product quality, or potential fraud. Sudden spikes or consistent increases in refund rates may signal issues that require attention.
APM risks As alternative payment methods (APMs) gain popularity, understanding their associated risks is required for businesses expanding their payment options.

The APM risk analytics dashboard helps you monitor the key risk metrics related to APMs. It provides a clear overview of claims, disputes, chargebacks, and refunds over time.

The dashboard includes the following metrics:

  • Claim rate
    This chart shows the total claim amount divided by the total sales amount in the chosen currency over the previous three months. When hovering over the chart, you can see the claim rate and claim amount for the selected period.
  • Dispute rate
    The chart shows the total dispute amount divided by the total sales amount in the chosen currency over the previous three months. When hovering, you can view the dispute rate and dispute amount. This metric helps track and analyze dispute trends specific to APMs, which may differ from traditional card payment disputes.
  • External chargeback rate
    The chart represents the total number of chargebacks divided by total sales in the current month. When hovering, you can see the external chargeback rate, chargeback count, and chargeback amount.
  • Refund rate
    This chart shows refund activity over the selected period. When hovering, you can view the refund rate, refund count, and refund amount. This metric allows comparison of refund patterns between APMs, helping identify customer behavior trends or issues specific to certain payment methods.
Billing Billing dashboard in the Billing section provides valuable insights into subscriber behavior, revenue performance, and business growth. It focuses on key performance metrics:

  • Overall
    The Overall tab gives a complete view of your subscription performance. It helps you monitor growth, track important metrics like active subscriptions, trials, and MRR, and quickly spot changes in customer activity or business trends.
  • Revenue
    The Revenue tab helps you understand your financial performance. It reveals how subscriptions generate recurring income, how retry logic supports revenue recovery, and where gains or losses occur for better forecasting and business planning.
  • Retention
    The Retention tab helps you evaluate customer loyalty and subscription stability. By analyzing how long customers stay active, you can identify drop-off patterns, measure lifetime value, and improve renewal and engagement strategies.
  • Product
    The Product tab helps you measure the performance of your offerings. It shows which products drive revenue and adoption, helping you make informed decisions about portfolio management, product focus, and future development.

For a full overview, see the Billing dashboard page.

Hub analytics delivers insights that empower merchants to improve payment processes, enhance risk management, and refine subscription services. With key payment data at their fingertips, businesses can identify trends and mitigate risks. This helps promote growth and improve customer experience.