Project Title:
Sales, Refunds, and Chargebacks Monitoring Dashboard
Project Description:
This is a Financial Monitoring Dashboard built using Retool, designed to give companies real-time visibility into their sales performance, refund activity, chargeback rates, and approval ratios over a selected period.
Key Features:
Date Range Filtering:
Users can select any custom date range to view the metrics dynamically.
Key Financial Metrics Overview:
Sales to Date: Total revenue generated within the selected period.
Refunds to Date: Total refunded amount, with percentage changes highlighted.
Chargebacks to Date: Amount and number of chargebacks with red flags for increases.
Approval Ratio: Percentage of transactions successfully processed without declines.
Detailed Performance Ratios:
Refund Ratio (Month-to-Date): Refunds relative to sales, tracked and trendlined.
Chargeback Ratio (Month-to-Date): Monitors chargeback activity and highlights trends.
Dynamic Data Visualizations:
Sales Trend Graph: Visualizes daily sales revenue across the selected period.
Approval Ratio Trend Graph: Shows fluctuations in approval rates, helping to diagnose transaction issues.