Insights
The Insights page provides a detailed view of your transaction performance, collection success rates, mandate activity, and financial trends. Use filters to analyse data for specific payment methods and date ranges.
Filters
Use the filters at the top of the page to customise the data displayed.
- Filter by payment method.
- Select a date range.
- All charts and metrics update automatically based on your selection.
Transaction Summary
The summary cards provide a quick overview of transaction performance.
| Metric | Description |
|---|---|
| Submitted | Total transactions submitted for processing. |
| Successful | Transactions successfully processed. |
| Failed | Transactions that were not successful. |
| Success Rate | Percentage of successful transactions. |
| Dispute Rate | Percentage of disputed transactions. |
| Unpaid Rate | Percentage of unpaid transactions. |
| Total Value Submitted | Total value submitted for processing. |
| Total Value Collected | Total value successfully collected. |
| Avg Transaction | Average transaction value. |
Success vs Failed
This chart compares successful and failed transactions.
Use it to:
- Monitor overall collection performance.
- Identify trends in transaction failures.
- Measure success rates over time.
Failure Reasons
Displays the reasons why transactions were unsuccessful.
Common categories include:
- Reversed
- Unpaid
- Disputed
This helps identify areas that may require attention.
Trend: Successful vs Failed
Tracks successful and failed transactions over time.
Use this chart to:
- Identify spikes in failures.
- Compare daily performance.
- Monitor operational improvements.
Values: Submitted vs Success
Compares the value submitted against the value successfully collected.
This provides visibility into:
- Collection efficiency.
- Revenue performance.
- Value lost due to failures or unpaids.
Disputes & Unpaids
Displays dispute and unpaid activity over time.
Review this chart regularly to:
- Identify collection issues.
- Monitor customer payment behaviour.
- Reduce failed collection rates.
Mandate Performance
Provides a breakdown of mandate statuses.
Common statuses include:
- Submitted
- Active
- Pending
- Suspended
- Cancelled
- Rejected
This helps monitor the health of your mandate portfolio.
New Mandates First-Pass Rate
Shows the percentage of mandates that were successfully authorised on the first attempt.
A higher first-pass rate generally indicates better customer engagement and mandate quality.
Operational Breakdown
The Operational Breakdown table provides a detailed period-by-period summary of activity.
Common columns include:
- Period
- Submitted
- Successful
- Failed
- Disputed
- Unpaid
- Value Submitted
- Value Collected
Use this report for reconciliation, analysis, and operational reporting.
Exporting Data
Most charts and reports can be exported for further analysis.
Available export formats include:
- PNG for charts.
- CSV for tabular reports.
Tips
- Review failure reasons regularly to improve collection performance.
- Monitor dispute and unpaid trends for potential risk areas.
- Use date filters to compare different reporting periods.
- Export reports for management or financial reporting.