insights.md

Insights

Learn about Insights and the different visual and analytic tools available in the Finix Dashboard.

The Finix Dashboard has several charts and visual tools available to help provide an at-a-glance overview of key performance metrics for platforms and sellers.

Home

The Home page is the first page you see when you log in to the Finix Dashboard and open your sandbox.

Analytics available on the Home page includes the following:

Summary

A snapshot of the payments processed.

Analytic Description
Total Transaction Volume The total aggregate of all transactions, both Transfers and Authorizations.
Authorization Rate Percentage of Transfers and Authorizations attempted that were successfully processed (doesn't include refunds).
Merchant Fees Collected The total aggregate of all processing fees.
Avg. Transaction Amount The average amount of transactions (both Transfers and Authorizations) processed across all Merchants.

Transaction Trends

Detailed breakdown of the data provided in the Summary by Day, Month, or Year.

Analytic Description
Total Transaction Volume and Count The total aggregate and count of all transactions, both Transfers and Authorizations.
Authorization Rate Percentage of Transfers and Authorizations attempted that were successfully processed compared to the number attempted (doesn't include refunds).
Merchant Fees Collected The total aggregate of all processing fees.
Average Transaction Amount The average amount of transactions (both Transfers and Authorizations) processed across all Merchants.

Last Month's Insights

A breakdown of the payment data processed from the prior calendar month.

Analytic Description
Total Residual Amount Total returned to the platform.
Avg. Interchange % Average interchange charged per transaction.
Avg. Dues and Assessments % Average amount of transactions that get paid as fees.
Card Payments Total count of card payments processed.

Year-to-Date Insights

Payment data for the current calendar year.

Analytic Description
Active Merchants Number of unique Merchants that are actively processing transactions.
Disputes Number of Disputes filed by buyers against Merchants.
ACH Returns Number of ACH transactions returned due to processing issues.
Chargeback Rate Total percentage of Disputes submitted compared to the number transactions processed.

Transactions

The Transactions Insights page is available to help you dig deeper into the metrics of how your business processes payments.

To open the Transactions Insights page, click Insights > Transaction Insights.

Analytics available on the Transaction Insights page includes the following:

Payments

A breakdown of the payments and transactions processed (both Transfers and Authorizations).

Summary

A snapshot of the payments processed.

Analytic Description
Total Transaction Vol. The total aggregate of all transactions, both Transfers and Authorizations, for all of your Merchants.
Successful Sales The total aggregate of all Transfers for all of your Merchants.
Failed Sales The total aggregate of failed Transfers for all of your Merchants.
Avg. Transaction Amount The average amount of transactions (both Transfers and Authorizations) processed across all Merchants.

Payment Trends

Break down payment method and card brand data by Day, Month, or Year.

Analytic Description
Payment Volume by Payment Method Break down transaction volume by the different payment methods used by buyers.
Payment Count by Payment Method Break down the number of transactions processed by the different payment methods used by buyers.
Payment Volume by Card Brand Filter transaction volume by the different card brands used by buyers.
Payment Count by Card Brand Filter the number of transactions processed by the different card brands used by buyers.

Payments Per Merchant

Transaction data broken down across all Merchants.

Available for platforms only, for more details, see Platform Payments.

Card Payment Data

Filter the payment data you've processed by:

Failed Transactions by Failure Code

A detailed breakdown of failed transactions by the failure code that was returned.

Authorizations

A breakdown of the Authorizations processed.

Summary

A snapshot of the Authorizations processed.

Analytic Description
Requests Received The total aggregate of all transactions, both Transfers and Authorizations.
Authorization Rate Total percentage of successful Authorizations compared to the number attempted (doesn't include refunds).
Voided Authorizations The total aggregate of voided Authorizations.
Captured Authorizations The total aggregate of successfully captured Authorizations.

Authorization Trends

Break down approved Authorizations and card brand data by Day, Month, or Year.

Analytic Description
Authorization Rate by Card Brand Total percentage of successful Authorizations broken down by the card brand used by buyers.
Authorization Count by Card Brand Total count of successful Authorizations broken down by the card brand used by buyers.

Authorizations Per Merchant

Authorization data broken down across all Merchants.

Available for platforms only, for more details, see Platform Payments.

Card Authorization Data

Authorization data broken down across all Merchants.

Available for platforms only, for more details, see Platform Payments.

Failed Authorizations by Failure Code

A detailed breakdown of failed Authorizations by the failure code that was returned.

Refunds

A breakdown of the refunds processed.

Summary

A snapshot of the refunds processed.

Analytic Description
Gross Processing Vol. The total aggregate of all transactions, both Transfers and Authorizations minus the total aggregate of refunds processed.
Successful Refunds The total aggregate of successfully processed refunds.
Failed Refunds The total aggregate of failed refunds.
Total Transaction Vol. The total aggregate of all transaction volume.

Refund Trends

Break down refund, payment method, and card brand data by Day, Month, or Year.

Analytic Description
Refund Volume by Payment Method Total aggregate of successful refunds broken down by the payment method used by buyers.
Refund Count by Payment Method Total count of refunds broken down by the payment method used by buyers.
Refund Volume by Card Brand Total aggregate of successful refunds broken down by the card brand used by buyers.
Refund Count by Card Brand Total count of refunds broken down by the card brand used by buyers.

Refunds Per Merchant

Data surrounding the refunds processed broken down across all Merchants.

Available for platforms only, for more details, see Platform Payments.

Card Refund Data

Data surrounding refunded card transactions broken down by the card brands used by buyers.

Merchants

The Merchant Insights page provides an overview of merchant onboarding activity, transaction performance, and geographic distribution.

To open the Merchant Insights page, click Insights > Merchant Insights.

Analytics available on the Merchant Insights page includes the following:

Summary

A snapshot of merchant activity compared to the previous period.

Analytic Description
Onboarded Merchants The total number of new Merchants onboarded during the selected period.
Rejected Merchants The total number of Merchants rejected during the selected period.
Active Merchants The total number of Merchants actively processing transactions.
Profitable Merchants The total number of Merchants that were profitable during the selected period.

Merchant Trends

Break down merchant onboarding and activity data by Week.

Analytic Description
Onboarding State A breakdown of Merchants by their current onboarding state over the selected period.
Active Merchants The number of Merchants actively processing transactions over the selected period.

Total Transaction Volume by Merchant

A detailed breakdown of transaction volume across all Merchants.

Column Description
Merchant Name The name of the Merchant.
Transaction Volume The total aggregate of all transactions processed by the Merchant.
Card Transaction Volume The total aggregate of card transactions processed by the Merchant.
Card Transaction Count The total number of card transactions processed by the Merchant.
ACH Transaction Volume The total aggregate of ACH transactions processed by the Merchant.
ACH Transaction Count The total number of ACH transactions processed by the Merchant.

Total Transaction Volume by MCC

A breakdown of transaction volume grouped by Merchant Category Code (MCC).

Column Description
MCC The four-digit Merchant Category Code assigned to the Merchant.
MCC Description The category of goods or services associated with the MCC.
Total Transaction Volume The total aggregate of all transactions for Merchants under the MCC.
Card Transaction Volume The total aggregate of card transactions for Merchants under the MCC.
Card Transaction Count The total number of card transactions for Merchants under the MCC.
ACH Transaction Volume The total aggregate of ACH transactions for Merchants under the MCC.
ACH Transaction Count The total number of ACH transactions for Merchants under the MCC.

Merchants by Location

A breakdown of merchant activity and transaction volume by state or province.

Column Description
State The state or province where the Merchant is located.
Active Merchants The number of Merchants actively processing transactions in that location.
Transaction Volume The total aggregate of all transactions for Merchants in that location.
Card Transaction Volume The total aggregate of card transactions for Merchants in that location.
Card Transaction Count The total number of card transactions for Merchants in that location.
ACH Transaction Volume The total aggregate of ACH transactions for Merchants in that location.
ACH Transaction Count The total number of ACH transactions for Merchants in that location.

Insights Availability

At this time, Insights is available for:

If you have any questions about availability or using Insights, please reach out to the Finix Support Team.