PaymentIQ analytics & dashboards.

Start with an operational question

“Why did successful deposits fall this week?” is a more useful starting point than adding another chart. Agree which payment journey, market, provider and time period you need to understand. Then choose the measurements that can help distinguish a change in customer behaviour from a payment-processing issue.

• Compare transaction volumes alongside success rates.
• Separate deposits and withdrawals, and keep pending outcomes visible.
• Break down the result by provider, method, country and currency when the data supports it.

An example of the reporting approach

The illustration below uses fictional data. It shows how provider trends can guide an investigation; it is not a live PaymentIQ screen or evidence of a client result. A difference between two rates is a starting point for analysis, not proof that one provider performs better for every customer.

For a decline pattern that needs a closer look, follow the payment investigation checklist.

Agree what the numbers mean

For example, 820 successful transactions out of 1,000 included attempts gives an 82% success rate. That number is only comparable if both reports use the same inclusion rules, time window and outcome definitions. Retried attempts, pending transactions and excluded traffic can change the denominator.

• Define an attempt, a success, a refusal and a pending outcome for the report.
• Use a consistent timezone and decide how late outcome changes update previous periods.
• Show volume and sample size beside each rate; investigate changes in traffic mix.
• Distinguish transaction counts, unique customers and payment value instead of presenting them as interchangeable.

Check for incomplete dashboard results

My work includes rebuilding PaymentIQ visualizations and correcting incomplete results. A chart can look plausible while covering only part of the intended transaction set. An accuracy review checks what each chart includes before the team relies on its trends.

• Compare counts and amounts with source records for a defined period.
• Check filters, grouping, duplicate records and any result or export limits.
• Validate larger reporting periods as well as small samples.
• When a field or query changes, identify the saved views that depend on it and validate them again.
• Record the checks performed and any gaps that remain unresolved.

Build inside or outside PaymentIQ

I can help build dashboards in PaymentIQ or use agreed, authorised data sources to support external reporting. The right approach depends on the access available, the refresh frequency, the audience and the question the report needs to answer.

• Map the available fields and any joins to external reporting data.
• Reconcile a sample back to the source before relying on the dashboard.
• Separate provider fees and settlement analysis from acceptance metrics when their sources or timing differ.
• Document the definitions, limitations and follow-up actions so the team can use the report confidently.

Use reporting to monitor rules and exceptions

Reporting is also part of implementing a payment change. For withdrawal automation, the team needs to see which requests were approved automatically, which went to manual review, and which remain unresolved. Alerts should point to cases that someone can act on.

• Agree approval criteria and the required player-verification data with the responsible teams before configuring rules.
• Separate an approval decision from a completed payout in the dashboard.
• Compare outcomes before and after a rule change, including transaction volumes and changes in the customer mix.
• Give each exception or alert a clear owner and follow-up action.
• For reconciliation, compare transaction records across PIQ, PSP and player-platform sources, and explain unmatched records.