# 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. - Use the date and column filters to breakdown your payment data. - The data visualized updates as you change the filtered dates and columns. ## Home The **Home** page is the first page you see when you [log in to the Finix Dashboard](https://finix.payments-dashboard.com/Login) and open your sandbox. Home 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**. 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.](/guides/platform-payments) #### Card payment data Filter the payment data you've processed by: - Card Brand - Card Type - Card Issuer Country - Payment Channel #### 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.](/guides/platform-payments) #### Card Authorization data `Authorization` data broken down across all `Merchants`. Available for platforms only, for more details, see [Platform Payments.](/guides/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.](/guides/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**. 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: - Finix Flex customers - Customers using `FINIX_V1` as a processor If you have any questions about availability or using Insights, please reach out to the [Finix Support Team.](mailto:support@finix.com)