Offers Analytics

Overview

The Offers Analytics module provides comprehensive insights into offer performance and offer-related transactions within the Juspay payment platform. It offers real-time and historical analysis of offer effectiveness, success rates, benefit amounts, and detailed breakdowns across various business dimensions with multiple viewing modes for different analytical perspectives.

This module is designed for a wide range of users, including:

• Operations Teams: For monitoring offer performance and identifying bottlenecks across different payment methods and offer campaigns.

• Finance Teams: For tracking offer volumes, success rates, benefit amount analysis, and financial impact assessment of promotional campaigns.

• Customer Support: To investigate offer-related issues, analyze customer behavior patterns with offers, and provide accurate status updates to customers.

Accessing the Module

1. Log in to the Juspay dashboard.

2. From the main navigation menu on the left, click on Analytics.

3. Select Offers Analytics from the Analytics submenu.

4. The navigation URL for this module is https://portal.juspay.in/analytics-offers.

Dashboard Overview

Viewing Modes

The Offers Analytics module offers two distinct viewing modes, each providing different analytical perspectives:

OFFER Mode (Default: kvoffers)

• Purpose: Analyzes offers themselves and their performance

• Use Case: Best for understanding offer effectiveness, benefit distribution, and offer campaign analysis

• Data Granularity: One row per offer in downloads

• Metrics Focus: Offer success rates, benefit amounts, offer application patterns

• Time Column: Uses offer_date_created for time-based analysis

OFFERTXN Mode (Default: kvofferstxn)

• Purpose: Analyzes transactions that have offers applied

• Use Case: Ideal for investigating transaction success rates when offers are involved, payment method performance with offers

• Data Granularity: One row per transaction with offer context in downloads

• Metrics Focus: Transaction success rates with offers, GMV through offer transactions, offer availed rates

• Time Column: Uses txn_initiated for time-based analysis

Key Performance Metrics

The dashboard displays essential offer performance indicators at the top, varying by selected mode:

OFFER Mode Metrics:

• Offer Success Rate: Percentage of successful offers availed over total offers applied

• Success Offers: Total successful offers availed in the selected time period

• Overall Offers: Total offers applied

• Offer Benefit Amount: Total benefit amount availed successfully through offers

• Average Offer Size: Average benefit amount considering total number of availed offers

OFFERTXN Mode Metrics:

• Offer Transactions SR: Percentage of successful transactions over total transactions with offers applied

• Successful Offer Transaction: Successful transactions with offers availed in the selected time period

• Overall Offer Transaction: Total transactions with offers applied

• Offer Availed Rate: Successful transactions with offers availed over total successful transactions (requires Transaction Analytics ACL)

• Average Offer Transaction Size: Average amount processed considering total number of transactions with offers availed

• GMV through Offer Transactions: Total amount processed successfully with offers availed

Time Range Selection

1. Use the date picker to select your desired time range for analysis.

2. The system automatically rounds times to 5-minute intervals for consistency and performance.

3. Choose from predefined ranges or set custom date ranges.

4. Click Apply to refresh all metrics and charts with the new time range.

Filtering and Segmentation

Fixed Filters (Always Available)

Date Filter

• Purpose: Select time range for offer analysis

• Options: Predefined ranges (Today, Last 7 days, Last 30 days, etc.) or custom date selection

• Time Rounding: Automatic rounding to 5-minute intervals for performance

Mode Filter

• Purpose: Switch between OFFER and OFFERTXN analysis modes

• Options: OFFER (Offer Level), OFFERTXN (Offer Transaction Level)

• Dynamic Content: Available segments and metrics change based on selected mode

• Default Selection: OFFERTXN mode when no specific mode is selected

Sync Filter

• Purpose: Manual data synchronization

• Usage: Click to refresh all dashboard data manually

Dynamic Segments

Dynamic segments are loaded based on the selected viewing mode and provide powerful filtering capabilities:

Segment Characteristics

• Mode-Dependent: Available segments vary by OFFER/OFFERTXN mode

• Searchable: Use search functionality to quickly find specific segments

• Multi-Selection: Select up to 3 segments simultaneously (limited to 1 when time comparison is enabled)

Applying Segments

1. Click on the "Add Segments" button to open the segment selection panel.

2. Search for specific segments using the search input placeholder "Search Segments".

3. Select segments by clicking on them (maximum 3 selections).

4. Remove segments by clicking the remove button on selected segments (segments beyond the first 3 are removable).

5. Segments are automatically applied and update the dashboard data.

Chart Analytics

Creating and Viewing Charts

Chart Types Available

• Time Series Charts: Interactive line charts showing offer trends over time

• Multiple Metrics: Select multiple metrics for comparison across different dimensions

Chart Interactions

1. Hover over data points to see detailed offer information and tooltips.

2. Zoom and Pan: Use mouse or touch gestures to zoom into specific time periods.

3. Legend Toggle: Click legend items to show/hide specific data series.

Chart Features

Time Comparison

• Period Comparison: Compare current period with previous period

• Delta Calculations: Show changes between periods with color coding

• Visual Indicators: Green for positive changes, red for negative changes

• Table Integration: Delta columns appear in summary tables when time comparison is active

Chart Configuration Options

• Cardinality Options: Top 5, Top 10 for segment-based analysis

• Granularity Options: One Day, One Hour for time-based granularity

• Default Sorting: Total Volume for consistent ordering

• Time Threshold: 2.0 step-up threshold for amount metrics

Available Chart Metrics

OFFER Mode Charts

OFFERTXN Mode Charts

Chart Customization

Chart Features

• Advanced Interactions: Full zoom, pan, and selection capabilities

• Detailed Tooltips: Comprehensive tooltip information with offer-specific details

• Export Options: Chart export functionality

Analytics Table

Summary Tables

The analytics table provides comprehensive breakdowns of offer metrics across different segments

Table Structure

Default Columns (Both Modes)

Mode-Specific Columns

OFFER Mode Additional Columns

OFFERTXN Mode Additional Columns

Error Analysis Column (Both Modes)

Table Actions and Interactions

Volume Analysis

1. Click volume numbers to open detailed volume breakdown modals.

2. Analyze patterns using the detailed breakdown data.

3. Domain-specific configuration provides relevant breakdown based on current mode.

Performance Metrics

• Success Rates: View offer success rates with trend indicators

• Processing Times: Monitor offer processing across different scenarios

• Error Analysis: Detailed error distribution and patterns for offer operations

Table Customization

Column Management

1. Click the "Choose Columns" button.

2. Select/deselect columns to customize your offer data view.

Sync and Refresh

Manual Refresh

Sync Button

• Purpose: Manually refresh all dashboard data

• Usage: Click the "Sync" button to get the most current offer data

• When to Use: When you need immediate data updates or suspect data staleness

• Visual Feedback: Loading indicators show refresh progress

Data Export

Download Capabilities

Export Table

1. Apply Filters: Set your desired time range and segments to filter the data in the summary table.

2. Click "Export Table": Use the "Export Table" button located in the top-right corner of the Summary Table section.

3. Download: The system will immediately download a CSV file containing all the data currently displayed in the table.

Download Field Selection with Presets

Preset Management:

• Save as Preset: Save your current column selection as a named preset for future use

• Use Saved Presets: Quickly apply previously saved column selections from the presets dropdown

• Update Presets: Modify existing presets when you change column selections

• Remove Presets: Delete presets you no longer need using the trash icon

• Auto-Selection: The system automatically selects the most recently used preset when opening the download modal

Use Cases

Real-Time Offer Performance Monitoring

• Set OFFERTXN mode, last 1-6 hours time range

• Monitor Offer Transactions SR and Offer Availed Rate metrics

• Add payment_method_type segment

Offer Campaign Effectiveness Analysis

• Set OFFER mode for offer-level analysis

• Apply offer_id or offer_type segments

• Compare Offer Success Rate, Benefit Amounts, Average Offer Size

• Use charts for trend visualization

Monthly Financial Impact Assessment

• Set OFFERTXN mode, previous month time range

• Monitor GMV through Offer Transactions across currencies

• Add currency segment

• Use time comparison with previous month

Permissions and Roles

Access to the Offers Analytics module is controlled by the following permissions:

• Transaction Analytics Module Access: Required for accessing the offers analytics dashboard (ACL: transaction_analytics)

• Analytics Read Permission: Needed to view offer metrics and charts (ACL: transaction_analytics)

• Analytics Export Permission: Required for downloading offer data (ACL: transaction_analytics)