# Analytics



# 1. Analytics: Overview

The **Analytics** module provides a unified dashboard of key performance indicators (KPIs), user activity metrics, and operational insights across your Wifox Core environment. It combines real-time “widgets” (numerical summaries) with interactive charts to help you spot trends, track progress, and drill into specific data—whether you’re monitoring daily sign-ups, deposit volumes, or team performance. You can customize which widgets and charts appear, filter by date or category, and expand any panel for a closer look.

##### **Accessing Analytics**

On the left-hand navigation menu, click **Analytics** ( 🏷 Analytics ). This opens the Analytics home page, which is divided into two main areas:  
A top row of “widget” panels showing today’s high-level metrics (e.g., Turnover Today).  
A grid of interactive charts below, each with its own controls for date range and full-screen viewing.

##### **Layout Overview**

When you first land on Analytics, you’ll see:

**Filter & Customize Button** Located at the top-left (below the page title).  
Clicking **Filter** opens a right-hand drawer labeled **Customize analytics**, where you can toggle individual widgets and charts on or off, reorder them, and set global versus personal filters.

**Widgets (Top Row)** Four small “card” widgets display today’s numbers, each accompanied by a mini-sparkline of recent values:

1. **Turnover today**
2. **Clients registered today**
3. **Requests created today**
4. **Clients verified today**

**Charts (Grid Below)** A two-column grid of various analytics charts. By default, the first eight charts are visible (you can add “Clients by countries” as a ninth chart via the customization panel). Each chart has:  
A **calendar icon** ( 📅 ) to select a date range or switch granularity (day/month/year).  
An **expand icon** ( ⤢ ) to view that chart in full screen.

##### **Top-Row Widgets**

Each widget shows “today’s” count (or sum) plus a “0 for yesterday” comparison line. Hover over any bar/point in the miniature sparkline to see exact values.

**Turnover today Description:** Shows the total transaction volume (in your base currency) processed so far today. Hover over each day’s bar to see specific daily turnover figures. The “0 for yesterday” line provides a quick comparison to the previous day.  
**Usage:** Use this to monitor real-time transaction throughput and detect sudden spikes or drops in daily volume.

**Clients registered today Description:** Displays the number of new client sign-ups completed today, with a mini-chart showing registrations over the past week. The “0 for yesterday” line gives historical context for yesterday’s count.  
**Usage:** Quickly gauge onboarding performance—if registrations are lagging, you may need to investigate marketing channels or sign-up issues.

**Requests created today Description:** Indicates how many service or support requests were opened today, plus a sparkline of recent request volumes. The “0 for yesterday” comparison highlights changes in ticketing load.  
**Usage:** Track your support team’s daily workload and spot sudden increases in incoming requests (e.g., after a release).

**Clients verified today Description:** Tracks the number of clients whose identity checks (KYC verifications) were completed today. The embedded mini-chart shows verification counts over the last week, and “0 for yesterday” provides a quick benchmark.  
**Usage:** Use this widget to ensure your compliance/KYC pipeline is on schedule—if verifications dip, you may need to reallocate resources.

# 2. Interactive Charts

Below the widgets, each chart offers deeper insights. You can toggle between different tabs (e.g., “Pending / Declined / Completed” for pie charts) or switch time granularity via the calendar picker.

##### **Clients registrations and FTDs by affiliate hubs**

**What It Shows:**

A dual-axis chart with:

1. **Blue bars** = number of client registrations per affiliate hub
2. **Teal bars** = count of first-time deposits (FTDs) per affiliate hub
3. **Orange line** = total FTD amount per affiliate hub (in base currency)

**Controls: Affiliate Hub Dropdown:** At the top-left of the chart, select from predefined “affiliate hubs” (customer segments or cohorts) to filter data.  
**Calendar Icon:** Click to pick a custom date range.  
**Expand Icon:** View full screen for detailed analysis.

<p class="callout info">**Use Case:** Compare the number of users who registered in each affiliate hub with the number who made their first deposit, and see the total deposit value. For example, if hub\_3 has high registrations but low FTDs, you may need targeted onboarding incentives for that segment.</p>

##### **Clients registrations over time**

**What It Shows:** A simple line chart showing the number of client registrations across your selected interval (day, month, or year).

**Controls: Granularity Tabs (Day / Month / Year):** Toggle above the chart to change the time axis.  
**Calendar Icon:** Manually adjust the start/end dates for any custom period.  
**Expand Icon:** Enlarge the chart for a detailed view.

<p class="callout info">**Use Case:** View growth trends in registrations. For instance, you might spot a surge in April 2025 or compare mid-year sign-up rates year-over-year.</p>

##### **Transactions distribution by providers**

**What It Shows:** Two pie charts, side by side, each showing the share of transactions by provider (e.g., Stripe, Crypto, PayPal, Bank Transfer, internal) for three different statuses:

1. **Pending**
2. **Declined**
3. **Completed**

**Controls: Status Tabs (Pending / Declined / Completed):** Click the tab you want to view.  
**Calendar Icon:** Select a date range to filter which transactions are included.  
**Expand Icon:** See the pie chart in full screen.

<p class="callout info">**Use Case:** Compare how each payment provider’s share shifts from Pending to Completed or detect if one provider has a disproportionately high decline rate.</p>

##### **Average First Time Deposits over time**

**What It Shows:** A line graph plotting the average amount (in base currency) of each client’s first deposit (FTD) over your selected interval.

**Controls: Granularity Tabs (Day / Month / Year):** Change the chart’s time axis.  
**Calendar Icon:** Pick a custom date range.  
**Expand Icon:** Enlarge for detailed analysis.

<p class="callout info">**Use Case:** Track whether new deposit sizes are trending up or down. For example, if the average FTD jumps in Q1 2024, it may coincide with a marketing campaign or bonus promotion.</p>

##### **Withdrawal counts by providers**

**What It Shows:** A horizontal bar chart showing how many withdrawal transactions each provider (Stripe, Crypto, PayPal, Bank Cards, Bank Transfer, internal, etc.) handled over the chosen period.

**Controls: Calendar Icon:** Filter by start/end dates.  
**Expand Icon:** Full-screen bar chart.

<p class="callout info">**Use Case:** Identify which withdrawal channels are most heavily used (e.g., if internal transfers dominate versus third-party processors), and detect shifts in channel preference.</p>

##### **Deposit counts by providers**

**What It Shows:** Similar to the withdrawals chart, this horizontal bar chart breaks down deposit transaction counts by provider (Stripe, Crypto, PayPal, Bank Transfer, internal, etc.) over the selected time window.

**Controls: Calendar Icon:** Choose a date range.  
**Expand Icon:** Full-screen display.

<p class="callout info">**Use Case:** Understand which deposit channels are most popular (e.g., if Bank Transfer or PayPal leads), and monitor how that mix changes during promotions or system updates.</p>

##### **Employees onboarding and offboarding trends**

**What It Shows:** A grouped bar chart with two series:

1. **Blue bar** = count of employees onboarded
2. **Teal bar** = count of employees offboarded  
    for each time interval (daily, monthly, or yearly).

**Controls: Granularity Tabs (Day / Month / Year):** Switch to view daily, monthly, or annual trends.  
**Calendar Icon:** Select a custom date window (e.g., Jan 1 2023 – Dec 31 2023).  
**Expand Icon:** Enlarge for more detail.

<p class="callout info">**Use Case:** Analyze hiring vs. attrition patterns. If you see a large “offboarded” spike in mid-2025, you may investigate exit-interview feedback or seasonal churn.</p>

##### **Managers performance**

**What It Shows:** A combination chart (bar + line) where each manager’s performance is broken down by:

1. **Blue bar (“count”)** = number of clients managed by that manager during the selected period
2. **Teal line (“sum”)** = total deposit volume (all clients combined) that those clients contributed

**Controls: Calendar Icon:** Filter the period (e.g., 2024 Q2).  
**Expand Icon:** View full-screen for long manager lists.

<p class="callout info">**Use Case:** Compare which managers are signing up the most clients (“count”) versus which managers’ clients are depositing the highest sums (“sum”). A manager with high “count” but low “sum” might need coaching on upselling or account activation.</p>

##### **Clients by countries**

**What It Shows:** A donut (ring) chart showing the distribution of clients by their country code (e.g., US, DE, PL, UA) over your selected period.

**Controls: Calendar Icon:** Choose a date range for which client registrations to include.  
**Expand Icon:** Full-screen doughnut chart.

<p class="callout info">**Use Case:** Instantly see geographic concentration of your user base. If you notice fewer sign-ups from certain regions, you might consider targeted marketing or localization efforts there.</p>

# 3. Customizing Analytics

Click the **Filter** button at the top-left of the Analytics page. This slides out a **Customize analytics** panel on the right side of the screen.

**Personal Filters:** These toggles and settings apply only to your personal view. If you hide a particular widget or chart here, it remains hidden the next time you log in (unless you toggle it back on).

**Global Filters:** These settings apply to everyone in your organization. Enabling or disabling a chart under Global Filters affects all user views.

##### **Toggles and Reordering**

Within either tab, you’ll see two sections:

**Widgets** (top of the list)

1. **Turnover**
2. **Clients**
3. **Requests**
4. **Client verifications:** Each widget has a toggle switch. Turn it off to hide that card from the top row; turn it on to show it again.

**Charts** (below Widgets)

1. **Clients registrations and FTDs by affiliate hubs**
2. **Clients registrations over time**
3. **Transactions distribution by providers**
4. **Average First Time Deposits over time**
5. **Withdrawal counts by providers**
6. **Deposit counts by providers**
7. **Employees onboarding and offboarding trends**
8. **Managers performance**
9. **Clients by countries** (if enabled)

Toggle each chart on/off to control its visibility.

**Reordering:** Drag the “hamburger” icon ( ☰ ) next to each chart name up or down to rearrange their order on the main dashboard. The topmost chart in the list becomes the first chart in the grid.

##### **Hover-Over Info (Tooltips)**

Each section heading (Widgets/Charts) has an “info” icon ( ℹ️ ). Hover over it to see a brief explanation, such as:  
*“You can change the visibility of some cards and rearrange their order.”* In the chart toggle list, each chart has a small “expand” icon ( ⤢ ) that, when hovered, shows extra detail—e.g.:  
*“Drop filters and sorting.”*

##### **Saving Changes**

After adjusting toggles and reordering, click **Save** at the bottom of the **Customize analytics** panel.  
The page will automatically refresh to show or hide the selected widgets/charts and apply your arrangement.

# 4. Filtering Date Ranges & Granularity

Every chart (and certain widgets) includes a **calendar icon** ( 📅 ) at the top-right corner of its frame. Clicking that icon opens a mini date-picker where you can:  
**Select Predefined Periods** (e.g., Last 7 Days, Month-to-Date, Year-to-Date).  
**Pick Custom Start and End Dates** to zoom in on a specific timeframe.

**Switch Granularity (Day / Month / Year)** for line or bar charts:  
In time-series charts (e.g., Clients registrations over time, Average FTD over time, Employees onboarding/offboarding), you’ll see three tabs labeled **Day**, **Month**, and **Year**. Toggling among them changes how data aggregates on the X-axis.  
Once you select a date range or change granularity, the chart reloads to display only data within that window.

#### **Chart-Specific Details &amp; Examples**

Below is a consolidated list of all charts with thorough descriptions of their purpose, controls, and user-tips for each.

<p class="callout info">**Note:** Whenever you see “Expand Icon,” it refers to the ↔️ icon at the top-right of a chart that opens the chart full-screen.</p>

##### **1) Clients registrations and FTDs by affiliate hubs**

**Purpose:** Shows how each predefined affiliate hub (cohort or segment) performs in terms of new registrations versus first-time deposit activity.

**Visuals: Blue bars** = number of client registrations.  
**Teal bars** = first-time deposit (FTD) counts.  
**Orange line** = total FTD amount (monetary volume) in each affiliate hub.

**Controls: Affiliate Hub Dropdown:** Choose an affiliate hub (drop-down labeled “Please select”) to focus only on that cohort.  
**Calendar Icon:** Select a custom date range.  
**Expand Icon:** View full-screen.

**Tips:** If the orange line is zero for affiliate hub\_4, it means no FTD amount was recorded in that group.  
Hover over any bar to see the exact numeric values.

##### **2) Clients registrations over time**

**Purpose:** A simple trend line showing how many clients registered over your chosen period.

**Visuals:** A blue line connecting data points (one per day, month, or year).

**Controls: Granularity Tabs:** **Day** / **Month** / **Year** (above the chart).  
**Calendar Icon:** Pick a custom date window.  
**Expand Icon:** Full-screen view.

**Tips:** To analyze weekly spikes, set granularity to **Day** and select that week’s date range.  
For high-level trends, switch to **Year**.

##### **3) Transactions distribution by providers**

**Purpose:** Exhibits the percentage share of transactions handled by each payment provider, separated by status: Pending, Declined, or Completed.

**Visuals:** Two pie charts side by side (one for the selected status tab, one that updates if you switch statuses).  
Each slice is color-coded by provider (e.g., green for Bank Transfer, purple for Crypto).

**Controls: Status Tabs (Pending / Declined / Completed):** Click to switch the pie slices.  
**Calendar Icon:** Filter by date.  
**Expand Icon:** Full-screen.

**Tips:** Click on the **Completed** tab to see final success rates.  
If “internal” (yellow) dominates, most transactions are handled by the internal ledger rather than third-party rails.

##### **4) Average First Time Deposits over time**

**Purpose:** Displays the average deposit amount of each client’s first deposit (FTD) over the chosen period.

**Visuals:** A single blue line with Y-axis showing monetary value (e.g., 0 – 5,000).

**Controls: Granularity Tabs (Day / Month / Year). Calendar Icon. Expand Icon.**

**Tips:** If the data point for 2024 is at 4,500, that means the average FTD in 2024 was 4,500 (in your base currency).  
Use **Month** granularity to see how average FTD evolves month by month.

##### **5) Withdrawal counts by providers**

**Purpose:** Shows how many withdrawal transactions each provider handled over a specified time window.

**Visuals:** A horizontal bar chart with providers on the Y-axis and counts on the X-axis.

**Controls: Calendar Icon:** Filter by date.  
**Expand Icon:** Full-screen.

**Tips:** If the “internal” bar extends to 400,000, that means 400,000 withdrawal transactions were processed internally.  
Hover over each bar to see exact counts.

##### **6) Deposit counts by providers**

**Purpose:** Similar to withdrawals, this chart breaks down the number of deposit transactions per provider.

**Visuals:** A horizontal bar chart with color-coded providers.

**Controls: Calendar Icon. Expand Icon.**

**Tips:** Look for anomalies—e.g., if “Stripe” has 150 deposits this month versus “PayPal” with 80, you may decide to prioritize integrating more features with Stripe.

##### **7) Employees onboarding and offboarding trends**

**Purpose:** Visualize your internal team’s hiring (onboarded) versus attrition (offboarded) patterns over time.

**Visuals: Blue bars** = Onboarded count  
**Teal bars** = Offboarded count

**Controls: Granularity Tabs (Day / Month / Year). Calendar Icon** (for custom intervals).  
**Expand Icon.**

**Tips:** If you see a sudden spike in 2025 for “Onboarded,” that likely reflects a hiring wave (e.g., opening a new department).  
Use **Month** granularity to identify specific months with high offboarding.

##### **8) Managers performance**

**Purpose:** Compare team managers by how many clients they managed (“count”) and the total deposit volume their clients generated (“sum”).

**Visuals: Blue bars (“count”)** along the bottom (number of clients).  
**Teal line (“sum”)** overlaid with a separate Y-axis on the right (total deposit volume).

**Controls: Calendar Icon:** Select date range.  
**Expand Icon.**

**Tips:** A manager with a high blue bar but low teal line may have many clients who deposit small amounts.  
Conversely, a manager with a modest bar but a tall teal point may be handling fewer but higher-value accounts.

##### **9) Clients by countries**

**Purpose:** Show the geographic distribution of your user base by country code.

**Visuals:** A donut (ring) chart where each slice represents a country’s share of total clients.

**Controls: Calendar Icon:** Filter by registration date range.  
**Expand Icon.**

**Tips:** Each color-coded slice is labeled with the two-letter ISO code (e.g., US, DE, PL).  
Hover over a slice to see the exact percentage or count of clients in that country.

# 5. Tooltip and Help Text

**Inline Tooltips:** Each chart heading and each toggle in the **Customize analytics** drawer has a small info icon ( ℹ️ ) that explains the purpose of that element. For example:

Hovering over the “Manage performance” toggle shows:

> *“Compare each manager’s performance over the selected period: ‘count’ shows how many clients they managed and ‘sum’ shows total deposits by those clients.”*

Hovering over “Turnover today” indicates:

> *“Shows the total transaction volume processed so far today, along with a sparkline of recent days and a ‘0 for yesterday’ comparison.”*

**Clarification Popovers:** In any chart toggle list (Global Filters tab), clicking or hovering the small expand icon next to a chart name might reveal a note like:

> *“Drop filters and sorting.”*

##### **Example Workflow**

**Initial Setup** Visit **Analytics** via the sidebar.  
By default, you see eight visible charts and four widgets (Turnover, Clients, Requests, Verifications).

**Customize Visibility** Click **Filter** to open **Customize analytics**.  
Under **Personal Filters**, toggle off any charts you don’t need (e.g., “Clients by countries”).  
Drag **Managers performance** above **Withdrawal counts** if you want it to appear higher on your dashboard.  
Click **Save** to apply changes.

**Filter by Date** Click the calendar icon in **Clients registrations over time**.  
Select June 1, 2024 to December 31, 2024 for a mid-year review.  
Observe how the registration curve behaves in that window.

**Drill into a Chart** Click the expand ( ⤢ ) icon on **Transactions distribution by providers**.  
In full-screen mode, click the **Declined** tab to focus solely on declined transactions.  
Hover over each pie slice to see provider names and decline percentages.

**Compare Widgets** Check **Clients registered today** to see if your average registrations are up or down compared to yesterday’s “0 for yesterday” baseline.  
Switch to **Clients verified today** to ensure KYC is keeping pace with new sign-ups.