The Analytics Portal is designed to equip managers with the necessary tools to make informed decisions. It offers streamlined access to MIS reports and dashboards, providing essential insights for monitoring product performance, assessing risks, and optimizing operations.

This guide will walk you through the initial steps to get started with the Analytics Portal, ensuring you can make the most of its features right away.

: Explore detailed analytics on how customers progress through your onboarding process, identifying key stages where they drop off or successfully complete the journey.

 Delve into the entire customer journey from the first interaction to final onboarding, with insights into touchpoints, duration, and success rates, helping you optimize each step.

 Analyze the performance of your sales officers by tracking metrics such as onboardings initiated, completed, and conversion rates, allowing you to identify top performers and areas for improvement.

 Monitor the efficiency of your back-office teams in handling and processing onboarding requests, with detailed metrics on task completion times, bottlenecks, and overall productivity. The landing page is Customer Funnel, which is an overview page what is the dropoff in front end journey.

Each page also has the following options to help users easily obtain relevant data.

 Allows users to narrow down the metrics based on specific products or services offered such as product (savings account, current account etc.), channel (DIY, RM) and duration (monthly, yearly). Simply click on it and start typing the filter name or alternatively, you can select one from the multiselect dropdown.

 Provides options to view data for various time periods, including predefined options like “Last 30 days” or “Last 5 years”

Located at the top-right corner, this button enables users to download the data displayed on the Customer Funnel page in the form of a csv file allowing for offline analysis or reporting.

Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.


Getting Started

Customer Funnel

Journey Analysis

Analytics

Introduction

V1 APIs

Create Merchant API

Push Application Data

Pull Application Data API

Callbacks

Fetch API Specs

Push Merchant API Process

Platform Essentials

Generic Onboarding

No Code Platform (GO)

Overview

Creating Pages/Screens

Making the Flow

Setting the Rules

Create Merchant in Back Office

Create Your First Onboarding Journey

Untitled

Journey Builder

Creator Module

Password Management

Manager

Auditor

Back Office Module

Home Page

Hamburger Menu

Application Management

Prospect Management

Notifications

FAQs

Report Issues

Bookmarks

Incentives & Targets

Compatibility

RM Module (Fleet on Street)

Timezone Settings

User Access Management

Modules

Architecture

General Compliance

Compliance

Data Security Attributes

Deployment Level Security

Security

Components of Deployment

Deployment types, effort, and other criteria

Deployment Support Options

Deployment

Glossary

GO Tech Stack

Signup Variables Prefill in UII

How to use the Input Data Processing Feature?

Map Variable in Custom HTML Element

Button Customization in Themes

Application Queue Filter Creation

Adding Wildcard Search

Enabling New Bucket in Back Office

Best Practices