To anyone who came over from our most recent Client Update email, welcome to the continuation. To anyone who’s finding us for the first time, welcome to you too — we’re excited to have you here!
The story continues…
Dashboard 2.0 is live!
Some of the features we’re excited about with the upgraded dashboard are:
Improved Analytics
With these, you’ll get better details about the products you use and how they affect the financial transactions you make.
You can expect to see analytics about:
- Your Wallet Details: In this section, some of the important information you’ll see include your balance, what limits you have based on the plan you’re subscribed to, and how many calls you’ve made.
- Customer Interactions: With these set of analytics, you’ll have a clearer picture of how your customers are engaging with you, via our API. We allow you to see the customer journey from bounces to user attempts to account connections — this way, you can understand how customers are using the widget.
- Transaction Statuses: Here, you’ll have information about transactions — which of them were successful? Which of them failed? What reasons were given for the failure?
- Customer Payments: Being able to see what payments your customers make is important. That’s the clarity this section will give you. You’ll also be able to see what payments are past due, recurring, etc.
- Product Breakdowns: These analytics give you details about the various Okra products that are available to you and what their features are.
- Bank Success Rates: Last and definitely not the least, you’ll get information about bank success rates. Which banks have higher success rates? Which banks are slow and cause delays when processing transactions?
Enhanced App Builder
This tool builds a heavy-duty widget that now includes all new products (USSD, manual linking, etc.); add-ons (directors, multiple bank accounts, guarantors, etc.); and customisations (custom button/text options, custom background colours, etc.).
- In other words, you’ll be able to access the products and tools from the dashboard without needing the technical ability to work with the API. The app builder is the no-code option to use our products, as opposed to the coding option — we think that’s fantastic!
- You’ll also have the tools you need from our platform without necessarily needing to log in to the main Dashboard. However, you’ll still able to go to the Dashboard from the widget if you need too.
Revised Roles and Permission Management
These updates mean that as a user, you can now invite new team members and give them access to all the pages and features they need on the Dashboard. Essentially, you’re able to increase your operational efficiency by including more people from your team to get the job done in less time.
New Products
Global Search
- This is an interesting feature in the upgraded dashboard that gives you quick access to users, records, transactions, and more.
- It simplifies the actions and steps you take to use our platform effectively. Being able to quickly and easily search for specific information will be a game-changer for you and we’re thrilled about this addition to the dashboard.
We highlighted Business Intelligence, Direct Debit, and Reconciliation in September’s Soup. They are power-house products that’ll show up in Dashboard 2.0. In case you missed those details, here is a recap of what we said:
Business Intelligence Insights
This aggregates and analyses the following information for businesses:
- Consumer spending, behaviour across regions, demographics, and pre/post COVID insights. You will also be able to use the tool to find out how they stack up (anonymously) against competitors in the market.
- Why is this is important for business operations? The more information you have, the better, more informed decisions you make for your business and customers. Data drives decision-making, hence the significance of the addition of Business Intelligence to Dashboard 2.0.
Direct Debit
This impressive product has been designed to boost the way you and your customers interact, by:
- Making it easy for you to confirm your customer’s account and automatically debit them when needed, in a matter of minutes.
- Cleaning up the way electronic mandates work and giving customers the ability to authorise payment schedules.
- Even without a payment provider, Direct Debit enables seamless instant settlement payments that are transferred directly from customer bank accounts to Okra-powered business accounts. Consequently, collection attempts are improved for businesses.
Reconciliation
- Reconciliation provides information that helps you ensure the accuracy of all your transaction records. You’re able to automate key processes and perform actions to monitor your account activities.
- Essentially, Reconciliation was built to change the way financial transactions happen. With this product, certain tedious and manual processes are eliminated.
- You’ll be able to explore this product to your heart’s content in the upgraded Dashboard.
Pricing Clarity
- As a pleasant bonus, Dashboard 2.0 will give you more clarity about our pricing. Consequently, you’ll have a better understanding of the financial implications of how you and your business interact with our platform.
That’s this month’s Soup all, see you next time! Reach out with questions or concerns via your private Premium Support channel, the #okra-clients-helpline on Slack, or hello@okra.ng.
