Your platform settings
Give each team a view of the numbers it manages.
Build dashboards for sales managers, operations teams and executives. Use consistent figures and open the records behind a total or exception.
What it handles
Build operational and executive views around the metrics each team needs to manage.
Platform capability
What Dashboards & reporting covers
Build operational and executive views around the metrics each team needs to manage.
01
Configurable dashboard layouts
02
Operational, commercial and risk measures
03
Role and team-specific views
04
Drill-through from summary to source record
Workflow notes
Dashboards & reporting in practice
An executive and an account manager need different views of the same portfolio. Each person should be able to open the accounts or tasks behind the figures they manage.
What to prepare
Prepare metric definitions, reporting periods, intended audiences and examples of the decisions each dashboard should support.
Review the workflow
- Agree the source and calculation of each key measure.
- Review the detail behind a example change in a metric.
- Confirm that each audience sees only the information appropriate to its role.
How many metrics should a dashboard contain?
Choose measures that support a defined decision or responsibility. Keep the underlying detail available, but organise the view so the owner can see what needs attention and investigate it.
Related tools for your team
- Merchant portal — Provide a branded self-service experience for applications, documents, statements, support and account activity.
- API & webhooks — Exchange data and events with acquirers, providers, customer systems and internal services.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Decide which questions each dashboard must answer and which records a manager should open to investigate a result.
Continue through Platform
Related capabilities
Show us your brands and team structure.
We will walk through brand settings, user roles and approval rights, then show how to configure the platform for your organisation.