BIN Analysis and Dynamic Reporting Wizard
Uncover transaction metadata to explore root-cause of declines, fraud, evaluate alternative payment methods, identify least cost routing strategies, and negotiate with networks. Create downloadable custom reports across billing systems, POS, PG, acquirers, banks, ERPs.
Customizable Data Analytics
Analyze net approval rates, transaction authorization rates, network fees, chargeback rates, etc. to unlock smarter payment strategy.
N-Way Transaction Traceability
Query any record throughout the order-to-cash cycle providing the entire transaction lifecycle for the associated record allowing customer support teams and auditors to improve customer experience and reducing time to support external auditors.
"With Optimus' Payment Analytics and reporting, we're able to customize our analytics reports and dashboards that have helped unlock invaluable insights, enabling us to pinpoint revenue leakage gaps and seize new opportunities."
~ Jose Thattil, CEO & Co-Founder - Phi Commerce Pvt. Ltd.
Fragmented Workflows
Disconnected tools and manual processes create inefficiencies, making cost management a tedious task.
Scattered Data
Payment data is dispersed across multiple platforms, complicating analysis and slowing down decision-making.
Limited Resources
Time, expertise, and dedicated resources are often insufficient to extract meaningful insights from payment data.
Core Data
Verifications
Transactions
Refunds
Chargebacks
Fees
Risk Data
Core Metrics
Approval Rate
Decline Rate
Chargeback Rate
3DSecure Success Rate
Processor Error Rate
Dispute Rate
Retry Success Rate
Chargeback Count
Refund Count
Refund Rate
Fee Totals by Category
Optimize Profits
Drill into approval rates by region, cards, banks and more, and pinpoint when and why transactions decline.
Accelerate Decisions
Accelerate decision making by adopting the best action paths based on real-time or historical insights, and empower your teams for rapid response.
Recover revenue efficiently
Use pre-configured or custom reports to visualize dips in approval rates, analyze chargebacks, and spot spikes in sales to maximize revenue. Catch anomalies to reduce financial risk.
Always on Alerts
Receive email notifications when sales spike, approvals drop, or chargebacks rise from your customized thresholds.
Eliminate multiple 3rd Party BI tools
Simplify payment data intelligence in a single platform. No need to integrate with Power BI, Tableau etc.
Reduce impact of chargebacks
Track chargeback rates by scheme and explore reason codes that indicate where to make process improvements.
Streamline and Automate Your Payment Operations
Comprehensive Payment Insights
Track critical payment KPIs across all sub-merchant accounts in a unified view. With a clear and holistic perspective of your payment ecosystem, easily spot trends and uncover opportunities for improvement.
Unified Sub-Merchant Dashboard
Say goodbye to switching between platforms and managing cumbersome spreadsheets. Consolidate all sub-merchant data into a single, intuitive dashboard, providing detailed insights into payment performance and enabling smarter, faster decision-making.
Track and Improve Approval Rates Across Processors and Card Types
Gain a deep understanding of approval rates across various payment processors, and identify the factors affecting them by slicing data by:
- Card Brand & Type: Compare approval rates by brand (Visa, MasterCard) and card type (credit, debit) to pinpoint top-performing combinations.
- Merchant ID (MID) and Country: Analyze approval rates down to individual MID and geographical region, enabling localized optimizations.
- Transaction Types and Channels: Track online, in-app, and POS transactions to identify approval trends specific to each channel.
Enhance your approval strategy by focusing on processor-specific trends, empowering your business to optimize acceptance rates and minimize transaction declines.
Customize Your Dashboards
Using the Dashboard Designer, you can pull the metrics you need, visualize KPIs in a variety of ways, and fully customize the look of your dashboards - no code or design skills required.
Customize Your Reports
Optimus’ report wizard enables users to dynamically create downloadable custom reports with configurable fields and labels that can further be scheduled on a daily basis.
Schedule Your Reports
You can conveniently schedule customized reports directly to your inbox or push them to your portals via API with our user-friendly platform.
Frequently Asked Questions For Analytics and Reporting
What is financial reporting and analytics?
What is reconciliation in financial analysis?
What is financial statement analysis and reporting?
What is the purpose of the financial reporting?
What is the the importance of financial reporting and analysis?
How Does Optimus Ensure Data Accuracy in Analytics & Reporting?
How Does Analytics & Reporting Software Handle Large Data Sets?
How Can I Customize Reports and Dashboards?
How Does Analytics & Reporting Software Support Decision-Making?
What Support Options Are Available for Analytics & Reporting Software?
You can reach us at:
1700 Montgomery St, San Francisco, California 94111
6470 E Johns Crossing Suite 160, Johns Creek, GA 30097
