Analytics implies a principle governing various forms of analysis i.e a discovery, interpretation and communication of meaningful patterns in data.
P.S: We will be making use of 'All accounts' for the purchase of this article
A) Cashflow Analytics is a representation of the inflow and outflow of cash into and out of the accounts, be it primary or sub-accounts.
Understanding the Cashflow Analytics:
1. Login into your dashboard and select the preferred account you want analyzed.
2. Click on 'Cash flow Analytics'
3. You have our cashflow analytics displayed.
Now, the breakdown of the above analysis;
From the above image, You have the overview i.e the amount of inflow (credit) and outflow(debit). Also, You have the inflow transaction count and the outflow transaction count.
i. The Chart on the left represent the daily cash inflow analytics where the green pointer indicates and analyze for the inflow while the red is for outflow. e.g on the 19th of September 2022, You have an inflow of #199.00 and an outflow of #860.36
ii. The Chart on the right hand side represent the daily number of credit and debit count. Where the green point represents the inflow count while the red represents the outflow count. e.g on the 19th of September 2022 we had 11 inflows and 14 outflows.
B) Customer Analytics is a representation of your new, returning customer and average spend per customer from your Account, be it primary or sub-accounts.
Understanding the Customer Analytics:
1. 1. Login into your dashboard and select the preferred account you want analyzed.
2. Click on 'customer analytics'
From the above analysis, we have the total number of customer, new customer and returning customer.
You also find the average amount spent per customer.
Then the top 5 customers for the selected period of time.
4. Under the customer analytics, you can also find a graphical representation of the data.