Overview

The dashboard is the first thing that users see when they log in to the Unity Portal. It provides real-time, actionable insights into your organisation's performance and supports a variety of filters and several chart display modes.

ℹ️

The exact data displayed depends on the user's role.

Date ranges

By default, all data displayed is from the last 24 hours. You can change the date range across the entire dashboard or at the widget level using the drop-down. Your change will be applied automatically and the page data will be refreshed.

The possible date ranges are:

• Last 1 hour
• Last 7 hours
• Last 24 hours
• Last 1 day
• Last 7 days
• Last 30 days

Filters

By default, the data displayed is a combined total across all merchant groups, merchants, and sites that you have access to.

You can filter data by merchant group, merchant, or site across the entire dashboard or at the widget level. To do so, use the filter drop-downs and click Apply. The page will reload with the updated data.

Widgets also support additional filtering by intent, funding type, and entry type.

Zoom and hover

You can zoom in on dashboard charts by using your mouse's cursor wheel or doing a pinch gesture on your trackpad. To return to the original size, click the - button in the top right.

You can also hover over a specific data point to view exact numbers or dates.

Purchases, refunds, and voids

The three widgets at the top of the dashboard give you a quick overview into the amounts and counts of your purchases, refunds, and voids, as well as their percentage compared to your overall transactions.

Transactions & refusal rate

The Transactions & refusal rate widget allows you to easily compare how different providers are performing.

By default, the chart shows the rates of the transactions and refusals by provider.

Choose the Counts view to see the numbers of transactions and refused transactions by provider.

Intent analysis

The Intent analysis widget breaks down transactions by intent.

The possible intents are:

• Authorisation
• Estimated authorisation
• Incremental authorisation
• Payout
• Purchase
• Refund
• Void

By default, the chart shows the percentage of transactions for each intent.

Choose the Counts view to see the number of transactions and the total transaction amount per intent.

Funding type analysis

The Funding type analysis widget allows you to understand how popular each funding type is.

By default, the chart shows the percentage of transactions associated with each funding type.

Choose the Counts view to see the number of transactions and the total transaction amount per funding type.

Scheme analysis

The Scheme analysis widget allows you to compare the volume of transactions processed across the different supported card scheme.

By default, the widget shows the percentage of transactions performed with each card scheme.

Choose the Counts view to see the number of transactions and the total transaction amount per scheme.