Create customised dashboards
Create public and private dashboards that are customised for the needs of your users, and take advantage of the huge selection of data visualisations tools that it offers.
Present only the data that your user needs: a “new leads” dashboard for your salesperson; a “chargeback highlights” dashboard for your anti-fraud team; or a “daily takings” dashboard for your merchants – the options are endless.
Track KPIs with
Enable you and your merchants to stay on top of KPIs with our Analytics Alerts tool and get automated, real-time notifications when one of your KPI-linked events is triggered, so that you don’t miss a beat.
Choose from a selection of pre-defined alerts or create your own based on one of your dashboard charts, and dictate how and when you’re alerted.
True to form, Analytics puts the power in your hands and allows you to customise the style and branding of your offering, helping to maintain the custom build appearance of your platform. Themes, colours, layouts, and more are all at your mercy.
Have an active referral network?
Keep your referrers motivated by registering them in your Shape platform and allowing them to use it to monitor their lead generation numbers, onboarding success rate, and any other KPIs that you add to their user dashboards. The same great features of Analytics Alerts are available to your referrers too, only limited to those metrics that you share and control. What’s more, for referrers with white-label permissions, Analytics adopts their customisations and branding too.