Recovery Rate
The Recovery Rate report tracks the percentage of failed invoices that eventually recover — meaning the payment goes through after one or more retries. A high recovery rate means your dunning and retry processes are working well.
This report is accessible from the Cashflow tab group.
Overview
The recovery rate measures how effectively your payment system handles failures. Of all invoices that experienced at least one failed payment attempt, how many ultimately succeeded?
Timeline chart
The timeline chart displays the recovery rate as a line over time. Hover over any point to see the exact value for that period.
Movement table
The movement table shows detailed data across time periods:
| Row | Description |
|---|---|
| Recovery rate | Percentage of failed invoices that recovered |
| Recovered invoices | Count of failed invoices that eventually succeeded |
| Failed invoices | Total count of invoices with failures |
Color coding indicates health:
- Green if ≥ 50%
- Red if < 50%
Summary metrics
The summary section shows:
- Recovery rate (MTD) - Month-to-date recovery rate with change from prior month
- Recovery rate (YTD) - Year-to-date recovery rate with change from prior year
Changes are shown in percentage points (pp). For example, "+5pp" means the metric increased by 5 percentage points.
A positive change (green) means better recovery — which is good.
Calculating the metric
Recovery Rate = (Recovered invoices) / (Failed invoices) × 100
An invoice is "recovered" if its most recent transaction status is success, meaning the payment eventually went through after initially failing.
Filters
The Recovery Rate report supports comprehensive filtering:
- Date range - Select custom ranges or preset periods
- Interval - View by day, week, month, quarter, or year
- Currency - Choose your reporting currency
- Payment method - Filter by card, ACH, SEPA, etc.
- Additional filters - Filter by plan, region, customer segment, etc. (see all filters)
Benchmarks
Typical benchmarks for SaaS businesses:
| Healthy | Needs Attention | Critical |
|---|---|---|
| > 70% | 50-70% | < 50% |
These benchmarks vary by industry, payment method mix, and customer type.
Exporting the data
Export the recovery rate data as CSV by clicking the download icon.
Improving your recovery rate
If your recovery rate is below 60%, consider implementing:
- Smart retry scheduling - Retry at optimal times (e.g., shortly after payday)
- Card updater services - Automatically update expired or replaced card numbers
- Customer communication workflows - Email/SMS dunning sequences to prompt customers to update payment details
- Backup payment methods - Allow customers to add a secondary payment method as fallback
Related pages
- Failure Rate - Track what percentage of invoices fail
- Failed Payments - See failed payment amounts and details
- Filters - All available filter options
