Fintech · Data
Monthly fintech KPI pack
Accounts, payment volume and fraud losses for leadership and the board, on the same definitions as product analytics.
Monthly KPI pack
Funded accounts
Payment volume
Fraud loss rate
Who it's for
Data teams and finance partners who prepare the monthly management and board KPI pack.
What it solves
Build the KPI dashboard once on governed warehouse metrics, so the board numbers match what product and risk see, and drill from any number into the journeys behind it.
Questions it answers
How did payment volume change month over month?
Payment volume reached $1.42B, up 9.2%, and funded accounts grew 6.4% to 184k.
Is the fraud loss rate going down?
Fraud losses fell to 0.04% of volume, from 0.07% eight months ago.
- How many funded accounts do we have this month?
- Do these numbers match finance's?
The impact
- One version of every KPI, from board deck to product team
- Drill from a board number into the accounts behind it
- Hours saved preparing the monthly pack
The data it needs
- Account and ledger tables
- Transaction and payment events
- Fraud loss and chargeback records
Read in place in your warehouse. Nothing is copied out.
Monthly fintech KPI pack: frequently asked questions
Run this on your own data.
Start free on your warehouse, or book a demo and we'll show it on your data.