How to Make Most out of the Fortumo Dashboard?

Every developer using Fortumo eventually reaches the Fortumo Dashboard. On the Dashboard, you can create or modify payment services, view transactions and revenue in real-time and get a full overview of payouts. I want to point out two additional functionalities on the Dashboard which are helpful in increasing your revenue, saving time and ensuring account security.

Revenue View:

 

While the Revenue View gives a high-level understanding of where revenue is coming from, downloadable .csv format reports are the ones that allow you to do magic with the data.

As the number of transactions is often huge, we have made it easy for you to transfer the data into your own business intelligence solution, either by exporting it manually as a .csv file or using our Reporting API.

For detailed reporting we have built 2 different layouts where basic report is something you can easily plug into your backend to consolidate the revenue data for your internal dashboard. The full revenue report on the other hand is a powerful and rich big data report that has all the relevant information for every single transaction. This report is mostly used for deep analyses like measuring customer retention, frequency of repeat purchases, user buying behaviour etc.

User Profiles:

Payments are related to many different functions in each company, including development, marketing, finance and end-user support. Because different people have different responsibilities, it also makes sense to provide them with the most relevant data which they need to get their job done.

For this purpose, we have created four different roles which can be assigned to your colleagues.

Admins have full access to your Fortumo account - they can create additional users, modify all payments and get notifications about all things related to Fortumo. It makes sense to have one Admin assigned from your team who is responsible for managing the Dashboard.

Finance users can view payout and revenue for accounting. They can also modify data for payouts and get access to payout reports in order to make sure that everything is working on the fiscal side. This role should be assigned to someone in your accounting team.

Technical user roles should be assigned to those members of your development team who are responsible for making sure the payment infrastructure is up and running. If something is broken, they can create and modify services and view specific transactions to see where things went wrong. They also get technical alerts - when something needs updating from your side, it makes sense that those who are responsible for development get the information as quickly as possible.

Support users can only see information about transactions and do not get any additional access or information. This is useful when you have for example outsourced your end-user support activities and do not wish external individuals to see detailed data about your payments.

In summary, here is what each user profile gets access to (click on image for bigger view):

You can access the Users menu here or from the menu in the top right corner of our homepage.

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