Simplifying Data Visualization for Partners:
Our Partner Insights Dashboard presents an intuitive interface for visualizing vital information, empowering you to swiftly make well-informed decisions. The main goal for this first version is to visualize key metrics, and make it easy for you to detect accounts that need your attention, based on the most frequently requested features that partners have been asking for.
Your feedback will shape the future of this tool as we continuously work towards delivering enhanced features and functionalities.
Number of Subscribed Clients:
The "Client Count" reflects the number of managed clients by consolidating multiple A2X accounts into a single accounting system view. For instance, if A2X accounts A and B share a GL, they're one client; if account C has a different GL, it's another.
This insight helps firms allocate resources efficiently, focus on clients or GLs, and make informed management decisions.
This figure reflects subscribed accounts associated with the corresponding partner ID, filtered by unique GL names.
Manual connected accounts will not be included in the calculations.
Accounts missing your partner ID will not be included in this calculation.
Note: If the number of subscribed clients looks incorrect, please check your accounts tab to verify your active client accounts are listed. Remove any client accounts that you are no longer managing, or tag accounts missing your partner ID. For more information click HERE.
This figure reflects the subscribed accounts with no posting activity in the last 30 days. For example if the number of accounts is 13, this represents the total number of subscribed accounts that have either never posted, OR a last posted date of more than 30 days ago.
Clicking on "view inactive accounts" will generate a list of subscribed A2X accounts that haven't had any posting activity in the last 30 days.
Note: This represents the number of accounts that haven't had any posting activity in the last 30 days. For specific unsuccessful payouts, please check your notifications.
This figure reflects accounts associated with your partner firm that are in trial mode. Clicking on the "view trial accounts" will generate a list of accounts that are not currently subscribed.
Note: These may be clients that are in the middle of onboarding, or clients who are no longer partnered with your firm and need to be removed from the managed clients list.
Accounting system disconnections:
This figure reflects the total number of subscribed accounts that do not have a connected GL account. Clicking on the "view disconnected accounts" will generate a list of subscribed A2X accounts that are disconnected from the accounting system.
Sales channel disconnections:
This figure reflects the total number of subscribed accounts that do not have a connected sales channel. Clicking on the "view disconnected accounts" will generate a list of subscribed A2X accounts that are disconnected from the sales channel.
In addition to your dashboard, your Partner Overview offers three essential tabs: Users, Accounts and Price Plan Summaries, designed to optimize your partnership experience. For more information click HERE.
If you have further questions or need assistance, feel free to reach out to us at firstname.lastname@example.org. We would be glad to help you.