📊 Using the Dashboards

Each Harmonize Analytics dashboard follows a standardized structure to ensure users can intuitively explore KPIs, trends, and detailed data — without needing advanced technical skills. The three primary sections are:

• KPIs (Top Section)

• Charts (Tab 1)

• Data (Tab 2)

• Filters (Accessible via Filters Button)

1️⃣ KPIs – Key Performance Indicators

Location: Top of each dashboard
Purpose: Instant visibility into your most important metrics

✨ Features:

• Bold, prominent display of current values (e.g., Sales, Approval Rate)

• Period-over-period comparisons (Completed month compared to the last month) with arrows and color-coded indicators:

  • ▲ Green = Positive Trend

  • ▼ Red = Negative Trend

📌 Tip: Hover over trendlines to view historical values.

2️⃣ Charts – Visual Trends

Location: First tab under KPIs
Purpose: Understand how your metrics evolve over time or across groups

🧠 Chart Types:

• Rate Time Series (stacked line): e.g., Approval Rate by Card Type

• Total Time Series (stacked bar): e.g., Sales Amount by Acquirer

• Group Comparison (stacked bar): e.g., Chargeback % by Card Network & BIN

🔍 Controls:

• Group by Fields – Choose a pre-defined group (e.g., Acquirer, Card Network)

• Y-axis selector – Count, Amount, Rate, % of Total

• Date Granularity – Year, Quarter, Month, Week, Day

📌 Pro Tip: Hover over bars/lines to reveal values, then click to filter the full dashboard.

3️⃣ Pivots – Granular Data Tables

Location: Second tab
Purpose: Analyze segmented data with more detail

🧱 Features:

• Pre-defined groupings by dashboard type (e.g., Card, BIN, MID)

• Up to 3 levels of grouping (e.g., Card Type → Issuer → BIN)

• Drill into trends by row

• Show/hide values and group fields

• Default time groupings (Month) with support for Day, Week, Quarter, Year

📌 Use pivot menus to toggle layout or export data.

4️⃣ Filters – Tailor Your View

Location: Top right → “Filters” button
Purpose: Refine what’s displayed across KPIs, Charts, and Pivots

🎛️ Field Group Filters

• Filter by specific merchants, issuers, card brands, etc.

• Uses the same predefined groups as your charts and pivots

🖱️ Hover Actions & Element Menu

When you hover over any KPI, chart, or pivot table, you'll see a three-dot menu (︙) in the upper-right corner of the element. This opens a powerful interaction menu:

🔍 Filters — Customize the View

Click the Filter icon in the dashboard or use the global Filters panel to refine your view by:

• Date Range

• Method of Payment (MOP)

• Issuer, BIN, Acquirer

• Merchant ID or Group

• Card Brand, Region, etc.

💡 Pivot Tip:
When viewing pivot tables, filters are especially helpful for narrowing large datasets down to a manageable view before exporting. For example:

👁️ Show Underlying Data

For any chart or KPI, you can choose “Show underlying data” to see the summary-level records that power the visualization.

Use this feature to:

• Validate metric calculations

• Review grouped values (e.g., all Acquirers in a stacked bar)

• Get confidence before acting on a visual trend

🤖 Explain This Chart… (BETA)

Our AI-assisted “Explain This Chart…” feature helps interpret what you're seeing:

• Detects trends, outliers, and changes in chart patterns

• Offers natural-language explanations of what may be driving performance

• Helps non-technical users and business stakeholders understand key shifts at a glance

📌 Use this as a starting point to ask better questions or dig deeper with filters and pivots.

⬇️ Exporting Data

All dashboard elements can be exported via the Export option in the menu:

⚠️ Exports reflect all active filters — always apply filters first for clean downloads.

🧠 Summary

These core functions are consistent across all Harmonize dashboards, giving you:

• Full control over what you’re viewing

• Instant transparency into how metrics are calculated

• Flexible outputs for team workflows and reporting