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.