Dashboard Home – Deep-Dive Guide to Every Widget
The Home → Dashboard
screen turns raw alerts and disputes into actionable insight.
Below is a section-by-section walkthrough: what each card shows, how we calculate it, and the business decisions you can make at a glance.
Page Anatomy
- Date Picker (top-right) – choose any custom window; everything instantly recalculates.
- Tabs (upper-left)
- All – every dispute or alert in the range.
- Responded by ChargeResolve – cases our automation handled.
- Not Responded – manual or pending cases.
- KPI Card Row – snapshot of cost, wins, ROI.
- Analytics Grid – charts and tables that explain trends and outliers.
B. KPI Card Row – Definitions & Uses
Card & Image Placeholder | Formula & Data Source | Why You Should Watch It |
Cost | Sum of alerts + automation + platform fees in window. | Compare against Recovered Revenue to track margin. |
Chargebacks Stopped | Total RDR + Ethoca + CDRN alerts auto-refunded. | Shows pure prevention—those disputes never hit your ratio. |
Total RDR / Total Ethoca | Alert counts by network. | Confirms issuer coverage; sudden dips may signal enrollment lapse. |
Disputes Answered | # of cases where ChargeResolve filed evidence. | High number → automation running as expected. |
Disputes Open | Awaiting evidence or issuer review. | Click to jump to queue; clear backlog weekly. |
Time Saved | (Automation minutes per dispute) × disputes handled. | Quantifies head-count savings for finance. |
Recovered Revenue | $ value of won disputes. | Direct top-line impact—pair with Cost. |
Lost Revenue | $ value of lost disputes. | Use to refine templates or refund thresholds. |
Win Rate | Won ÷ closed disputes. | Primary quality metric; aim for > 75 %. |
Dispute Ratio | Chargebacks ÷ sales volume. | Stay under 0.65 % to avoid monitoring. |
ROI | (Recovered – Cost) ÷ Cost. | Auto-calculates after first win; board-ready KPI. |
C. Trend & Breakdown Charts
1. Alerts & Disputes by Month
- Black = chargebacks, Green = RDR, Blue = Ethoca, Orange = CDRN.
- Use-case: Spot seasonality, promo spikes, or a fraud attack (black line surge).
2. Disputes by Reason
- Quickly see if Fraudulent or Product Not Received is dominating.
- Click a slice → opens filtered dispute list for root-cause analysis.
3. Disputes by Status
- Won, Lost, Under Review, Needs Response.
- Large “Needs Response” slice = evidence backlog; upload missing templates.
4. Alerts & Disputes by Processor / MID
- Toggle between Alerts & Disputes, Alerts Only, Disputes Only.
- Higher ratio on one processor? Tighten fraud rules or renegotiate fees.
D. Diagnostic Tables
Widget | Columns | How to Act on It |
Alerts & Disputes by Card Brand | Brand, Disputes, Alerts, Dispute %, Dispute % w/o Alerts | If Visa dispute % > MC, consider adding Order Insight or stricter AVS for Visa. |
Disputes by Country | Country, # Disputes, Dispute % | Detect cross-border fraud pockets; add 3-D Secure for those regions. |
E. Tips & Power Features
- Legend Click-Off – click a label to hide a series and declutter the line chart.
- Data Export – each widget has a ··· menu → Download CSV for external BI tools.
- Instant Drill-Down – click any card or chart segment to jump to the filtered dispute queue.
- Comparison Mode – run two adjacent date ranges (e.g., Q1 vs. Q2) to measure win-rate improvements after policy changes.
F. Common Scenarios & Next Steps
Scenario | Dashboard Clue | Recommended Action |
Fraud spike after marketing campaign | Black line jumps, Fraudulent slice grows | Enable 3-D Secure on that promo’s landing page traffic. |
RDR alert counts drop to zero | Total RDR card flatlines | Check BIN/CAID enrollment; re-submit via Support. |
High Lost Revenue despite high Win Rate | Lost $ card large, Win Rate ≥ 80 % | Increase prevention (alerts) or raise auto-refund threshold for low-value goods. |
Need a personalised walkthrough?
Ping us via in-app chat or email support@chargeresolve.com—we’ll interpret your numbers, suggest rule tweaks, and help you squeeze every insight from the Dashboard Home view.