New Feature: Residuals Analytics

Featured Functionality

Residuals Analytics are here!

Your favorite Merchant Services CRM now comes with built-in dashboards that track your residual income trends across multiple processors and help you make decisions quickly.

 

 

In order to access the Residuals Analytics page your Administrator will need to enable the Residuals Analytics permission for your user class:

 

 

With the permission enabled, you can open the Residuals Page from the Residuals menu in the top navigation bar:

 

 

Use the filters on top of the page to select groups, agents, and the date range for your analytics reports:

 

 

After you’ve selected your filters, the analytics charts will refresh automatically.

Here is an example of the Profitability Analytics chart showing the gross and net income, line items, and payouts:

 

 

To view more detail on a chart, click the Show Portfolio Metric Breakdown button at the bottom of the chart and a popup window will appear showing the chart breakdown.

You can search the chart breakdown or export it to an Excel or CSV file:

 

 

Below are a few more examples of the charts and breakdowns that are available on the Residuals Analytics page:

 

Processing Merchant Analytics

 

Chart:

 

Breakdown:

 

Financial Key Indicators

 

Chart:

 

Breakdown:

 

Top Merchants By Volume

 

Chart:

 

Breakdown:

 

Top Merchants By Income

 

Chart:

 

Breakdown:

 

Industry Analytics

 

Chart:

 

Breakdown:

 

Merchant Distribution By Geographic States

 

Chart:

 

Breakdown:

 

We hope you’ll enjoy using the new feature.

 

Stay tuned for more updates coming soon!

 


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