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KPI segments

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, which describes 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 the KPIs page. You can add multiple filters to a KPI segment.

  1. In the left navigation bar, click KPIs , then click KYC.
  2. Above the tiles, click Create segment, then click 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. Click Save segment.

Manage KPI segments

Use this process to hide, make visible, remove, or select which segments to display on the KPIs page.

  1. In the left navigation bar, click KPIs , then click KYC.

  2. Above the tiles, locate the active segments, then select from the following:

    • Hide a segment: On the segment button, click Toggle visibility.
    • Make a hidden segment visible: On the segment, click Toggle visibility.
    • Remove a segment: On the segment, click Delete.
    • Select which segments to apply: Click Create segment, select the segment to display, then click Apply selection.

    Only two KPI segments can be applied at once.
    If three segments are displayed, in the top left of the page, on right of a segment, click Delete.

Edit a segment

  1. In the left navigation bar, click KPIs , then click KYC.
  2. Above the tiles, locate the active segments, then click a segment.
  3. Edit a filter, or add a new filter by clicking Add filter.
  4. Click Save.