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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 buckets

What It Shows:

A dual-axis chart with:

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

Controls:

  • Bucket Dropdown: At the top-left of the chart, select from predefined “buckets” (customer segments or cohorts) to filter data.

  • Calendar Icon: Click to pick a custom date range.

  • Expand Icon: View full screen for detailed analysis.

Use Case: Compare how many users in each bucket registered versus how many actually made their first deposit, and see the total deposit value. For example, if bucket_3 has high registrations but low FTDs, you may need targeted onboarding incentives for that segment.

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 detailed view.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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