New Data Insights Dashboards in Embedder Portal
Data Insights is your go to Business Intelligence solution, providing you with near-real time dashboards that will help you in gathering insights, whilst empowering everyone in your company to explore data and make informed decisions. The dashboards are instantly available when setting your Embedded finance programme, on both your Sandbox and Production environments.
Effective:
- 12 August 2024 on Sandbox
- 14 January 2025 on Live
The purpose of these dashboards is to:
- allow users to access retrospective management reports, such as activity KPIs
- support the day-to-day management of programmes such as: a. monitoring for patterns or issues in general b. supporting individual end-customers proactively or reactively c. having a shared view of specific customers or transactions when working with Weavr 2nd/3rd tier support
- drill-down into segments to inspect more detail on individual items
Each dashboard provides focused views to help you in analysing your data, including:
- Overview: high-level overview of your main KPIs, including daily trends for the last 30 days
- Analysis: a set of charts that can be used to analyse better your consumers and their activity
- Details: a detailed table, providing you with granular data at identity, instrument or transaction level
An informational tooltip is also available within each chart, providing definitions and granularity details pertaining to that chart. Additionally, drop-down filters can be used across all dashboards, making it easier to find what you are searching for.
To help you get started in understanding the main dashboards currently available on Data Insights, have a look at the table below:
| Description | |
|---|---|
| Buyer | Insights on creation and status of new buyers |
| KYB | Insights on the KYB process and beneficiaries |
| Payment Run | Insights on payment runs created by Buyers to settle their outstanding financial obligations with their suppliers |
| Linked Account | Insights on linked accounts, in order to fund payments within a payment run |
| SCA | Insights on SCA events, including details on when end-users are accessing their payment account information as well as initiating transactions |
| API Calls | Insights on API Requests |
Detailed documentation around Data Insights is also available within the knowledge base section of the Weavr support portal. This is also linked via the Help button within the Embedder Portal.
We’d like to hear your feedback about Data Insights. Please speak with your Weavr contacts to share your ideas.