Business Insights

  • Updated

**Please note the Primary Financial Institution dashboard has been turned off for a redesign. A new dashboard will be released in the future.**

 

The dashboards in this section include Accounts and Discovered Accounts. Each dashboard will give you ideas about how you can improve or increase your offerings in a way that appeals to your customers.

 

 

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Accounts 

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The Accounts dashboard charts show information about the following:

  • Total accounts: This is a real-time number of all internal and external accounts. An internal account is an account opened, provided, and serviced by your institution. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Total internal accounts: This is a real-time number of internal accounts. An internal account is an account opened, provided, and serviced by your institution.
  • Total external accounts: This is a real-time sum of external accounts. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Total accounts by month: This is the number of internal and external accounts for the past 12 months, shown month by month. Internal and external account totals are counted on the last day of each month.
  • Total accounts by type: This is the real-time number of internal and external accounts, organized by account type. An internal account is an account opened, provided, and serviced by your institution. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • External accounts by organization: This is the real-time number of external accounts held with each third party organization. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • External accounts by interest rate: This is the real-time number of external accounts, organized by the account’s interest rate. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Users with internal accounts: This is a real-time sum of users with at least one internal account. An internal account is an account opened, provided, and serviced by your institution.
  • Users with external accounts: This is a real-time sum of users with at least one external account. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Internal accounts per user: This is the real-time measure of all internal accounts, divided by all users with at least one internal account. This gives an idea of how many internal accounts a user has, on average.
  • External accounts per user: This is the real-time measure of all external accounts, divided by all users with at least one external account. This gives an idea of how many external accounts a user has, on average.
  • Users with accounts by month: This is the number of users with internal and external accounts for the past 12 months, shown month by month. These totals are counted on the last day of each month.
  • Users with accounts by account type: This is the real-time sum of users with internal and external accounts, organized by account type.  An internal account is an account opened, provided, and serviced by your institution. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Users with external accounts by organization: This is the real-time sum of users with external accounts held with each third party organization. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Users with external accounts by interest rate: This is the real-time sum of users with external accounts, organized by the account’s interest rate. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Total internal account balances: This is a real-time sum of internal account balances. An internal account is an account opened, provided, and serviced by your institution.
  • Total external account balances: This is a real-time sum of external account balances. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Average internal account balance: This is a real-time measure of total internal account balances, divided by the total number of internal accounts. An internal account is an account opened, provided, and serviced by your institution.
  • Average external account balance: This is a real-time measure of total external account balances, divided by the total number of external accounts. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • Total account balances by month:  This is the sum of internal and external account balances for the past 12 months, shown month by month. These totals are counted on the last day of each month.
  • Total account balances by type: This is the real-time sum of internal and external account balances, organized by account type. An internal account is an account opened, provided, and serviced by your institution. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • External account balances by organization:  This is the real-time sum of external account balances held with each third party organization. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.
  • External account balances by interest rate: This is the real-time sum of external account balances, organized by the account’s interest rate. An external account is an account opened, provided, and serviced by any third party organization, which your customer has connected using MX APIs or money management features.

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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