The Residuals Analytics page enables you to track your residual income trends across multiple processors with built-in dashboards and make decisions quickly.
In order to access the page your Administrator will need to enable the Residuals Analytics permission for your user class:
With the permission enabled, you can open the Residuals Page from the Residuals menu in the top navigation bar:
Use the filters on top of the page to select groups, agents, and the date range for your analytics reports:
After you've selected your filters, the analytics charts will refresh automatically.
Here is an example of the Processing Merchant chart showing the average net profit and ticket sizes:
To view more detail on a chart, click the Show Portfolio Metric Breakdown button and a popup window will appear showing the chart breakdown.
You can search the popup report or export it to an Excel or CSV file:
Below are a few more examples of the charts that are available on the Residuals Analytics page:
Net Profit Analytics
Financial Key Indicators
Top 10 Merchants By Processing Volume
Top 10 Merchants By Net Profit
Merchant Distribution By Geographic States