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Product Performance Dashboard

The Product Performance Dashboard provides a detailed view of your product’s performance once it has been approved into the Sandbox environment. It allows you to track metrics, monitor activities, and customize dashboards to fit your reporting needs

Dashboard Overview

When you open a product from the Sandbox Products tab, you’ll land on the Performance Dashboard.

Here you can view:

  • Key product details: Company, Country, Service type, Regulator, License approval & expiry dates, and Product status.

  • Performance Metrics: Charts that are specific to your product to monitor the activity in real-time can be viewed here.

  • Tabs:

    • Performance Dashboard – For monitoring activities with customizable charts and sections.

    • Service Details – For regulatory and license details, API subscriptions, and product credentials.

Editing the Dashboard

Click the Edit Dashboard (✏️ icon) to customize your dashboard. A banner will appear, confirming you are in editing mode.

Available options in editing mode:

  1. ➕ Add Questions

    • Insert queries and data-driven widgets into the dashboard.

  2. T - Add Heading or Text

    • Add titles, labels, or descriptions to sections.

  3. 🔗 Add a Link or iFrame

    • Embed external resources, references, or live data feeds.

  4. 📊 Add Section Layouts

    • Choose between grid, side panel, or header-style layouts for better organization.

  5. ⏳ Add Filter or Parameter
    Add interactive filters so users can drill into the data:

    • Date Picker – Select specific dates or ranges.

    • Time Grouping – Aggregate by day, week, month, year.

    • Location – Filter by country, state, postal code.

    • Text/Category – Filter by labels or categories (e.g., Service type).

    • Number – Set ranges or thresholds (e.g., transaction value > 5000).

    • Boolean – Apply true/false conditions.

    • ID – Filter using identifiers such as Client ID or User ID.

  6. ↔️ Toggle Width

    • Switch between Full Width or default sizing for visual elements

Saving or Canceling Changes

  • Save – Applies your edits and makes them live for your dashboard.

  • Cancel – Discards changes and reverts to the previous version.

Best Practices for Dashboard Customization

Organize by Sections: Use grid/column layouts to separate monitoring metrics, compliance data, and operational KPIs.

Use Filters: Add date and category filters so stakeholders can easily analyze data.

Embed Documentation/Links: Include quick access to API documentation or compliance guidelines.

Keep It Clear: Use headings and text to explain the purpose of each section for ease of navigation.