47 Analytics Dashboard

This topic describes the information about Analytics Dashboard screen.

The analytics dashboard provides insight into digital banking platform usage patterns and customer trends. It helps the bank’s product managers to gain a complete understanding of how products are used, helps improve decision-making by providing easy performance indicators, and keep track of progress over a period of time. It presents key metrics neatly on a user interface that shows trends and changes in data over time.

An option to download the information presented on the screen is also provided.

Following KPIs (Key Performance Indicator) and widgets are displayed in on the Analytics Dashboard:

KPIs:

  • Total Users
  • Active Users
  • Logins
  • Average Transactions
  • Average Time Spent

Widgets:

  • Total Users
  • User Status
  • Users by Touch Points
  • Segment Distribution
  • Business User Statistics
  • User logins by devices
  • User Activity
  • Device Preferences
  • Age wise Primary Touch points Usage
  • Top 20 Transactions

To view analytic dashboard:

  1. Perform any one of the following navigation to access the Analytics Dashboard screen:
    • From System/ Bank Administrator Dashboard, click Toggle Menu , then click Menu and then click Controls & Monitoring , Under Controls & Monitoring , click Analytics Dashboard .
    • From Search Bar, type Controls & Monitoring - Analytics Dashboard .
  2. Navigate to one of the above paths.
    The Analytics Dashboard screen appears.
  3. Select the user type from the drop-down list.
    The search results appears based on the selected user type. By default Retail user and the KPIs/Widgets associated with it appear.

    Figure 47-1 Analytic Dashboard – Retail User



    Figure 47-2 Analytic Dashboard – Business User



    Figure 47-3 Analytic Dashboard – Retail & Business User



    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 47-1 Alerts Maintenance - Create - Field Description

    Field Name Description
    User Type Type of user.

    The user can be:

    • Retail
    • Business
    • Retail & Business
    Widgets Following are the widgets gets displayed on dashboard
    KPIs Following are the different performance indicators shown
    Total Users This card displays change in total users on month-by-month basis ( in %), and the status based on that.
    Active Users This card displays the change in active users in the last month on a month-by-month basis (in%) and the status based on that.
    Logins This card displays the change in total number of logins ( in %) per month in comparison to the last month, and the status based on that.
    Average Transactions This card displays the average transactions performed per session on month-by-month basis ( in %), and the status based on that.
    Average Time Spent This card displays the average time spent to complete a task for transactions by user in comparison to the last month ( in %), and the status based on that.
    Status The status displayed on performance indicators.

    The options are:

    • Excellent - > +10%
    • Good – between +5% and +10%
    • Neutral – between -5% and +5%
    • Warning - between -10% and -5%
    • Critical - >-10%
    Widgets Following are the widgets gets displayed on dashboard
    Total Users

    This graph provides a quick snapshot of the total users and active users in the last 12 months.

    The user can view the more information in each month by hovering over each slice of the graph.

    User Status This widget displays the allocation of different users ( in %) in donut graph form.

    It provides view of the deleted users and active users with respect to total number of users. The user can view detailed information by hovering over a donut graph in each slice.

    Users by touch points This graph provides a quick snapshot of the total users with respect to some selected touch point.

    The user can view the more information in each touch point by hovering over each slice of the graph.

    Segment Distribution This widget displays the allocation of different users as per the segment ( in %) in donut graph form.

    The user can view detailed information by hovering over a donut graph in each slice.

    Business User Statistics This widget displays the number of users per business ( in %) in donut graph form.
    User Logins by Devices This chart enables the users to track the distribution of user logins across different devices and mostly used touch points for selected quarter.

    The user can view the more information in each device by hovering over each slice of the graph.

    User Activity This widget helps identify the users logins frequency for the selected quarter.

    The user can view detailed information by hovering over a donut graph in each slice.

    Device Preferences The bank can identify the users who are using the multiple devices for accessing the platform their banking needs.

    The user can view detailed information by hovering over a donut graph in each slice.

    Age wise Primary Touch Points Usage The users can explore the age-wise device usage trends using this widget.

    The user can view detailed information by hovering over a donut graph in each slice.

    Top 20 Transactions This widget enables the user to gain insights into the most widely used transactions, providing a snapshot of user behaviour while accessing the banking services through channel banking platform.

    The user can view the more information in transaction listed by hovering over each slice of the graph.

  4. Click Download to download the details report in pdf & CSV format.