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The Retain Summary Dashboard provides the high-level view of your business performance and view of your business transaction performance and lets you drill-down for more data in each of the relevant areas. It includes:
  • General Metrics :
    • Transaction Count Success Rate - shows the number of Transactions recovered out of the number of Transactions submitted during the defined period.
    • Transaction Revenue Success Rate - shows the revenue recovered out of the submitted revenue (potential loss) during the defined period.
    • Average Revenue Per Transaction - shows an average Transaction revenue by dividing the recovered revenue by the number of recovered Transactions
  • Graphical views of the Retain Success Rate per month by revenue and by number of captured Transactions. It serves as a summary for the Submission Analysis and Captured Analysis dashboards.
  • Submitted Transactions Trend diagram shows the number and value of your submitted Transactions and how these fluctuate over time.
  • Captured Transaction Trend diagram shows the number and value of your captured Transactions and how these fluctuate over time. Tip: In general, the expectation is that the trends in these two diagrams are aligned.
Retain Summary Dashboards includes Generic Metrics, Success rate diagram, Submission and Capture Transaction Trend Diagrams

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Parent topic:Retain Dashboards