In the dashboard there are multiple ways for you to interact with your payments data. We provide off-the-shelf tools to view your payments data over the last 24 hours, 7 days, or 30 days. On the homepage dashboard you’ll only see a high level, static overview of your payments. The insights dashboard is an interactive dashboard that allows you to deep-dive into your payments data. This dashboard contains multiple sub-tabs corresponding to the state of the transactions throughout their lifecycle in our system:
  • Authentication tab
  • Authorization tab
Some of the functionalities are used across the homepage dashboard and the insights dashboard. These generic functionalities are described below. Specifics for the insights dashboard on which data is used, and what modules are provided are given on the pages of the respective insights dashboard tabs.

​
Controller

Insights controller

The insights controller

The top controller allow you to control the variables for which data is shown on the dashboard. All visible data will be filtered on the basis of this selection.
  • The first selector lets you switch between volume (accumulated transaction value) and transactions (transaction count).
  • The currency selector allows you to filter for any used currency over 60+ days for the homepage dashboard. The insights dashboard allows you to select a currency used in the selected time period. The currency selector is only available when volume is selected.
  • The time selector allows you to change the time range for which the data on the dashboard is shown. It’s possible to show the data for last 24 hours, last 7 days, and last 30 days.
The data will be shown with a comparison to the same time span prior to the selected time frame. For the daily time filter that means that the last 24 hour’s data will be shown, in comparison to the 24 hours before that. For the last 7 days that means that the data will be shown for the last 7 days as compared to the 7 days before that, and for 30 days as compared to the 30 days before that. The functionality of the insights dashboard controller is the same as the homepage dashboard controller, with the exception of the auth rate toggle which is only available in the Authorizations tab of the insights dashboard.
Rolling windowThe time selector applies on the basis of a rolling time window. For the daily and weekly window the data is shown hourly. A rolling window means that the data shown will cover the last 24 completed hours (daily), or last completed 168 hours (last 7 days).When you filter on the last 30 days the data will be displayed per day, still using the rolling window.The rolling window is used for both the homepage dashboard as well as the insights dashboard.

​
Presets

Using presets we allow you to save selected filters to view and share. The filters you selected can be saved and you can name the preset accordingly, if needed you can rename the preset by selecting the preset, and selecting Rename Preset via the same menu you selected the preset. Via that menu you will also be able to delete your preset. It is possible to have multiple presets each can be saved separately and will be listed under the Presets button. Saving presets is possible for users with the Administrator, and Analyst roles. There is a maximum of 10 presets that can be saved for each of the separate tabs in the insights dashboard.
Presets are only available in the Insights dashboard, and not on the dashboard homepage.
presets

​
Line chart

Line chart

Line chart

The data in the line chart is shown hourly for every completed hour, as measured in the UTC timezone. This chart will update hourly. The chart shows the data as with the filters from the controller applies. This means it will either show the volume or the transaction count. And it will only show transactions for the period and currency selected. Note that on the homepage dashboard it’s possible to switch the line chart to show the auth rate, as well as any refunds for the selected time frame. A delta is shown as an overall comparison between the selected time frame and the previous time frame. The auth rate provided in this module is the auth rate at our API. Transactions in our system can have multiple attempts via the same or via multiple payment services, depending on whether this has been set up in flow. This means that the auth rate given on the homepage line-chart doesn’t reflect the connector level auth rate but rather the success of transactions via our system as a whole. The auth rate is calculated as number of authorized count / number of processed , where processed doesn’t include failures nor in-progress transactions. The line-chart is both used for the homepage dashboard as well as the insights dashboard.
Deltas: Given a time frame selected of 7 days with a 5% increase in the auth rate means that the auth rate is 5% better for the last 7 days than the 7 days before that.

​
Connections comparison module (Homepage dashboard only)

This module shows a list of configured connectors that have processed transactions for the timeframe as set in the top controller (24 hours, 7 days, or 30 days). Differently than the count on the top module here we count the number or volume of attempts via the connector, as a transaction could have multiple attempts. The auth rate in this module is calculated as authorized count / number of processed however this is only taking into consideration the attempts via the connector minus the failed attempts. We leave out failures and only count towards the auth rate when an actual attempt was made to authorize at the issuer. Any technical errors or failures are therefore left out. It is also important to note that transactions that are no longer authorized, for example because they’re voided, are still counted as authorized. This is different than the auth rate in the top module which takes the system level auth rate. As mentioned, a transaction can have multiple attempts on a connector level it could therefore mean that the count of declines is higher in this module, than the count of declines for overall transactions. The recovered column refers to transactions that were succeeded but not via the first attempt. It could mean that a connector will show authorized transactions as well as recovered transactions. This depends on how the connector is set up in your Flow configuration. If you use the same connector to perform authorizations, as well as retries, this module will show both authorized and recovered transactions or volume. The connections module only shows connections that had activity during the configured timeframe. Configured but idle connections are left out of the view. This connections module is only shown on the homepage dashboard. The insights dashboard has a filterable connections module allowing you to cross filter data per connector.

​
Transactions

This is a list of the latest transactions in our system for the respective selected merchant account. In the near future this module will be swapped out for a funnel, showing how transactions and volumes flow through our system. The transactions list is only shown on the homepage.