Insights

Transaction insights with a daily, weekly, or monthly view.

In the dashboard there are multiple ways to interact with payments data. Off-the-shelf tools are provided to view payments data over the last 24 hours, 7 days, or 30 days.

On the homepage dashboard there is only a high level, static overview of payments.

The insights dashboard is an interactive dashboard that allows deep-diving into payments data. This dashboard contains multiple sub-tabs corresponding to the state of the transactions throughout their lifecycle in the system:

• Authentication tab
• Authorization tab

Some of the features are used across the homepage dashboard and the insights dashboard. These generic features 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

The insights controller

The top controller allows controlling the variables for which data is shown on the dashboard. All visible data is filtered on the basis of this selection.

• The first selector lets switching between volume (accumulated transaction value) and transactions (transaction count).
• The currency selector allows filtering for any used currency over 60+ days for the homepage dashboard. The insights dashboard allows selecting a currency used in the selected time period. The currency selector is only available when volume is selected.
• The time selector allows changing 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 is 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 is shown, in comparison to the 24 hours before that. For the last 7 days that means that the data is 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 feature 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 window

The 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 covers the last 24 completed hours (daily), or last completed 168 hours (last 7 days).

When filtering on the last 30 days the data is 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, selected filters can be saved to view and share. The filters selected can be saved and can be named accordingly. If needed, the preset can be renamed by selecting the preset and selecting Rename Preset via the same menu used to select the preset. Via that menu it is also possible to delete the preset. It is possible to have multiple presets. Each can be saved separately and are 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.

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 updates hourly.

The chart shows the data as with the filters from the controller applies. This means it either shows the volume or the transaction count. And it only shows 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 the API. Transactions in the 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 the 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 the number or volume of attempts via the connector is counted, 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.

Failures are left out and only counted 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 succeeded but not via the first attempt. It could mean that a connector shows authorized transactions as well as recovered transactions. This depends on how the connector is set up in Flow configuration. If the same connector is used to perform authorizations, as well as retries, this module shows 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 cross filtering of data per connector.

Transactions

This is a list of the latest transactions in the system for the respective selected merchant account. In the near future this module is swapped out for a funnel, showing how transactions and volumes flow through the system.

The transactions list is only shown on the homepage.