Overview
The Dashboard and Analytics module provides a centralized view of transaction activity and payment performance across the merchant’s configured stores and payment services.
The dashboard presents transaction information using graphical and tabular representations, allowing users to monitor payment activity, analyse transaction trends, and review key operational indicators from a single location.
Depending on the authenticated user’s assigned permissions and the services enabled for the selected merchant, the Dashboard provides access to analytical information that can be filtered and grouped using different criteria to support operational monitoring and business analysis.
Access to the Dashboard is available to users whose Backoffice profile includes permission to use this feature. According to the SIBS Backoffice permission model, Dashboard access is available to the Owner, Administrator, Manager, and Supervisor user profiles.
Dashboard Purpose
The Dashboard is designed to provide a consolidated view of transaction data, enabling users to:
- Monitor transaction activity.
- Analyse transaction volume and payment trends.
- Compare transaction data using different grouping criteria.
- Review payment information using graphical and tabular representations.
The information displayed within the Dashboard is continuously updated and can be filtered according to different analytical criteria, allowing users to focus on the information most relevant to their operational needs.
Dashboard Capabilities
The Dashboard provides analytical capabilities that allow users to:
- View transaction summaries.
- Filter information using predefined time periods.
- Group transaction data using different analytical categories.
- Display information using multiple graphical representations.
- Analyse transaction volume and transaction count.
The available analytical information and operational capabilities may vary depending on the authenticated user’s permissions and the merchant services enabled within the Backoffice platform.
Dashboard Components
The Dashboard combines several analytical components that work together to provide a consolidated view of transaction activity.
These components include:
- Dashboard Overview, providing a summary of transaction activity and an overview of the information available within the Dashboard.
- Dashboard Filters, allowing users to refine the displayed information using predefined time periods and other filtering options.
- Dashboard Search, enabling users to locate Dashboard information for specific Stores or Terminals.
- Dashboard Data Categories, allowing transaction data to be grouped and analysed using different business perspectives.
- Dashboard Visualizations, presenting analytical information using graphical and tabular representations.
Each of these components is described in the following sections of this chapter.
Dashboard Availability
Dashboard access is controlled by the permissions assigned to the authenticated user’s Backoffice profile.
Depending on the authenticated user’s assigned profile, different operational functions and analytical information may be available within the Dashboard.
The Dashboard contents may also vary according to:
- The authenticated user profile.
- The permissions assigned to that profile.
- The selected merchant.
- The services enabled for the merchant.
As a result, different users may have access to different analytical information while using the same Backoffice platform.