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 & Examples

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

Note: Whenever you see “Expand Icon,” it refers to the ↔️ icon at the top-right of a chart that opens the chart full-screen.

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.