Overview

The Control Panel Dashboard provides you with statistics and graphs for monitoring the KPIs of your site traffic. The dashboard presents data and trend comparisons up to the most recent completed hour.

Customizing the Dashboard

The Control Panel Dashboard allows you to customize its contents and the currency that is displayed. The contents are divided into three categories: Main Dashboard, Comparison Graphs, and Overview Dashboard, which are explained in the coming sections.

To customize the dashboard:

Press the Customize button on the upper right-hand corner of the dashboard screen and a pop-up appears.
From the dropdown menu in the upper left-hand corner of the pop-up, select the desired currency.

Currently, the dashboard supports the following currencies: GBP, EUR, USD, SGD, HKD, and AUD.
Scroll and select the desired contents from the three categories: Main Dashboard, Comparison Graphs, and Overview Dashboard by pressing the ON/OFF sliding buttons.
OPTIONAL: You may drag and drop the displayed options so that they appear in the order you desire. This order is saved automatically and appears in the designated order the next time the pop-up opens.
Once the desired modifications have been made, press Apply and the dashboard is displayed showing the selected contents.

Main Dashboard

The Main Dashboard appears across the top of the Dashboard page. You can choose up to four statistics to display from the 10 available options, which are described in the following table:

Statistic Name	Description	Notes
Credit Remaining Funds	The total amount of available credits for all banks based on the transactions that were processed through Nuvei's MID, or any funds wired to the credit account. Credited: The amount that was already credited. Total: The total amount of funds available in all multi-client accounts. Percentage: The percentage of the credited amount divided by the total amount.
Credit Remaining Funds > View Report > Total Credit Remaining Funds	The total amount of available credits per multi-client for collect banks based only on the transactions that were processed through Nuvei's MID. Total Amount: The total amount of funds available in each multi-client account. Multi-client: The name of the multi-client account in which the transaction was processed. Credited: The amount that was already credited. Percentage: The percentage of the credited amount divided by the total amount.	This statistic is visible for Master Clients only instead of the regular Credit Remaining Funds statistic.
Mastercard Chargeback Ratio	The number of Mastercard's chargebacks this month divided by the number of sales last month.
Visa Chargeback Ratio	The number of Visa's chargebacks this month divided by the number of sales this month.
Weekly Projections	Weekly (Mon-Sun) projection based on the sum of sales up until the previous day, plus the average of the last 4 weekdays for each projected calendar day.
Monthly Projections	The monthly projection based on sum of sales up until the previous day.
Today's Sales	The number of today's sales compared to the number of yesterday's sales for the same hours.
Yesterday's Sales	The sum of yesterday’s sales compared to the preceding day’s sales.
Today's Transactions	The number of today's sales transactions compared to the number of yesterday's sales transactions for the same hours.
Yesterday's Transactions	The number of yesterday’s sales transactions compared to the number of sales transactions the preceding day.
Yesterday's Approval Ratio	Yesterday’s approval ratio compared to the preceding day’s approval ratio.	The approval ratio calculation is based on the number of approved transactions divided by the number of all transactions (approved/ declined) Calculation as follows: Approved Transactions = Sum of Transactions that were not cascaded AND Transactions that were cascaded and got approved. All Transactions = Sum of Transactions that were not cascaded (Approve + decline) AND Transactions that were cascaded and got approved/declined. It is relevant for Sale and Auth transaction types.
Balance and Current Processing	Presents an updated online data for current processing and balance per merchant account. Processing Currency: The (original) currency of the transaction. Settlement Currency: The currency we settle to your bank account. Settlement Balance (last balance day): The Settlement closed balance for last balance day (as per last business day of balance), including fees. Current Processing: Total (sales and settles) minus (credits and payouts) from last balance day until the time you refresh the dashboard.	The box is not affected from the dashboard converted currency. The order of the data per settlement currency USD/EUR/GBP is presented first. Last business day may be different per acquirer bank (T-1, T-2, T-3), it may also be affected by non business days. On the master client view, if the master has a few multi-clients with a different last balance date, Nuvei uses the oldest balance date and bring the balance from this date to all the-multi clients.
Balance and Current Processing > View Report > Balance and Current Processing per Acquirer Bank	Drill down per acquirer bank. Presents Settlement Balance and Current Processing per acquirer bank. Multi-client: The name of the multi-client account in which the transaction was processed. Acquiring Bank Processing Currency Settlement Currency Settlement Closed Balance Current Processing Amount

For each statistic, you can also to see the percentage change (increase or decrease) of that statistic since the previous time period.
The description of each statistic can also be seen by hovering over the relevant icon.

Comparison Graphs

The Comparison Graphs appear below the Main Dashboard. You can choose up to two graphs to display from the six available options, which are described in the following table:

Graph Name	Description	Notes
Sales Comparisons	The sum of yesterday's sales compared to the average amount of sales in the last 30 days and compared to the average amount of sales for the last four occurrences of the current day of the week.
Transactions Comparisons	The sum of yesterday's transactions compared to the average number of transactions in the last 30 days and compared to the average number of sales for the last four occurrences of the current day of the week.
Chargeback Count Ratio	For Visa, the number of chargebacks this month divided by the number of sales this month. For Mastercard, the number of chargebacks this month divided by the number of sales last month.	The ratio is displayed per calendar month over the last six months.
Fraud to Sale Amount Ratio	The number of Visa and Mastercard transactions reported as fraud by the issuer bank for the current month divided by the number of sales in the previous month.	The ratio is displayed per calendar month over the last six months.
Visa Chargeback Ratio Comparison	Visa Chargeback Ratio per acquirer over the time period displayed.
Mastercard Chargeback Ratio Comparison	Mastercard Chargeback Ratio per acquirer over the time period displayed.

The description of each statistic can also be seen by hovering over the relevant icon.

Overview Dashboard

The Overview Dashboard consists of up to 12 different charts and graphs:

Graph Name	Description
Sales	The number of approved transactions.
Transactions	The number of approved and declined transactions.
Approval Ratio	Approval ratio per transaction. The number of approved transactions divided by the number of all transactions (approved and declined). Calculation as follows: Approved Transactions = Sum of Transactions that were not cascaded AND Transactions that were cascaded and got approved. All Transactions = Sum of Transactions that were not cascaded (Approve + decline) AND Transactions that were cascaded and got approved/declined. It is relevant for Sale and Auth transaction types.
Refund Ratio	The sum of refunds (credit, OCT, and CFT) divided by the sum of sale amount.
Average Transaction Value	The sum of sales amount divided by the number of sales.
Device Type	The device type distribution for sales transactions.
Payment Methods	The payment method distribution for the number of sales transactions. Calculation: Percentage of Payment Method Transactions = (Number of Transaction from the payment method / Total Number of Transactions) * 100% Notes: Choose the payment methods you wish to include in the report from the available list of options. Each payment method's segment on the graph corresponds to the percentage of transactions it contributes to the total sales. This percentage is derived from the total number of sales transactions. The report also shows the increase percentage for each payment method compared to the previous day's transactions.
Location	End user country distribution for the number of sales transactions.
Fraud Filters Ratio	The number of fraud filters divided by the number of all transactions (approved, declined and fraud filter).
Decline Reasons Code	Top 10 decline reason codes as received from the acquiring banks. Calculation: The number of a specific decline reason code/total number of decline reason codes. Note: Analyze the results to identify the primary causes of declined transactions, focusing on the top 10 reason codes.
Approval Ratio per Payment Provider	The approval ratio per transaction per top 10 payment providers (credit card and APMs). A "View Report" option has been integrated into the chart. Pressing this option triggers a pop-up for each bank, presenting detailed approval ratios per payment method. Notes: Displays the distinct name of the payment method (PM). Approve Count: Indicates the total count of approved transactions for the respective PM. Approval Ratio (Approve/Approve+Decline): Calculated as the quotient of approved transactions (Approve) divided by the sum of approved and declined transactions (Approve + Decline). This calculation includes pending transactions, and it shows whether it enters the approved status or the approve+decline status. Ratio - Visa (Approve+Decline) out of All Payment Methods (Approve+Decline): Highlights the proportion of Visa transactions (combining approvals and declines) relative to the total number of transactions across all payment methods (Approve + Decline). If the cascading feature is enabled, the approval ratio calculation includes transactions processed after cascading, as well as transactions that were not cascaded.
Payment Providers	The number of sales transactions for top 10 payment providers (credit card and APMs).
Processing Channel	Processing Channel distribution for the number of approved sales transactions. Possible values: Ecommerce MOTO Card Present Unknown (when the processing channel is not recognized)

These contain many different factors that you can toggle and adjust to pinpoint and display the desired information. You can mouse over any decision category to see the percentage change (increase or decrease) of that decision category since the previous time period.

Any, all, or none of these charts and graphs may be displayed.

The description of each statistic can also be seen by hovering over the relevant icon.

Transaction Filters

Use the Date Range dropdown to filter the time frame of the graphs displayed in the Overview Dashboard.
To filter the transaction information that appears in the graphs and charts, press the Manage Filters button that appears just above them to adjust the available variables. The available filters include: payment method, country, processing currency, acquirer bank, client name, and issuer bank. Once a variable(s) is selected, the graphs below are updated automatically.

To reset the filters, press Reset Filters.

At the top of each line graph is a scroll bar with sliders that can be moved horizontally to narrow the time frame of the graph. Once one is moved, the “Show all” option appears, which can be used to reset the graph’s time frame.

To see more detailed information, hover over a specific part of the graph and a pop-up box appears detailing data regarding the particular part of the graph.

View Report

An additional View Report link appears in two of the graphs: Approval Ratio and Location.

Approval Ratio Graph

The View Report link enables you to view a drill-down report of the approval ratios, including the transactions and users that are using 3D-Secure.

The window contains dropdown menus and scroll bars with sliders (just as those on the previous page) that allow you to adjust your search according to six variables.

All three graphs on this pop-up contain a Transactions and Users button that can be used to toggle and view the desired information.

Location Graph

The View Report link enables you to view a drill-down report of the payment methods for the top 10 processing countries.

Select a country to see its payment method distribution.

Additional Options

Use the three buttons located in the upper right-hand corner of the dashboard, next to the Customize button, to print, export, or schedule a query of the information displayed in the dashboard.

Press to print the currently displayed dashboard.
Press to export the currently displayed information to PDF or CSV.
Press to schedule a query.

FAQs

How do I add Credit Remaining Funds to the dashboard? (How can I change a dashboard report?)

A maximum of four statistics can be viewed at a time. Before selecting a new dashboard, determine which statistic to remove.
To change the dashboard:

Select Customize.
For the statistic, you no longer want to view, set its toggle switch to OFF.
For the statistic you would like to see, set its toggle switch to ON.

How do I change the time zone on my dashboard?

There is one time zone setting for all Control Panel reports and it is found in My Profile.
To change the time zone:

Select the Profile icon and select My Profile.
In the Time Zone section, press the Time Zone dropdown and select the relevant time zone.
Press Save.