KPI segments

Copy

• Copy for LLM

  Copy page as Markdown for LLMs
• View as Markdown

  Open this page as Markdown
• Open in ChatGPT

  Get insights from ChatGPT
• Open in Claude

  Get insights from Claude

Use KPI segments to display visuals based on filtered data in each tile in the payments, billing, and KYC KPI pages.

For example, you can use segments to display a visual in each tile that displays the number of transactions that occur in the United States.

Add a new KPI segment

Use this process to add new data visualizations to the tiles on a KPIs page. You can add multiple filters to a KPI segment.

1. In the left navigation bar, press KPIs , then press Payments, Billing, or KYC & AML.
2. At the top of the page, press Create segment, then press Create new segment.
3. In the Filter dropdown, select an attribute to filter.
4. In the Operation dropdown, select a condition.
5. In the Value field, enter or select one or more values to complete the filter.
6. Optionally, to add more filters to the segment, press Add filter.
7. Press Save segment.

Manage KPI segments

Use this process to toggle visibility, remove, or select which KPI segments to display on a KPIs page.

1. In the left navigation bar, press KPIs , then press Payments, Billing, or KYC & AML.

2. At the top of the page, locate the active segments, then select from the following:

   Toggle visibility of an active segment

   Select from the following:

   • To hide an active segment, press .
   • To make a hidden segment visible, press .
   Remove an active segment

   This process removes an active segment from the page. To activate it again, see Select which segments to display.

   On the segment, press .

   Select which segments to display

   A maximum of three KPI segments can be active at a time.

   1. Optionally, if three segments are active, to remove a segment: On the active segment, press .
      This removes the segment from the page.
   2. Press Create segment, select the segments to display, then press Apply selection.

Edit a segment

1. In the left navigation bar, press KPIs , then press Payments, Billing, or KYC & AML.
2. At the top of the page, locate the active segments, then press a segment.
3. Edit a filter, or add a new filter by pressing Add filter.
4. Press Save.