Selecting the 
Analytics icon to see analytics for all transactions processed per card pool. This data gives you a comprehensive overview of your company’s expenditure. You can use this powerful management information to enforce adherence to spend policies and drive corporate governance.
To view the analytics, you will first need to select a Card Pool from your list of available card accounts.
Click on Advanced to filter this display.
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Field |
Description |
|---|---|
|
CDF Name: |
The name of a specific Custom Data Field for example Department or Cost Centre. |
|
CDF Value: |
The specific entry for a custom data field. For example, if a you have a custom field called ‘department’ that captures values including HR, Accounts, and Marketing, then entering a specific department here will filter the results to only show deployments containing this specific value within the custom data field. |
|
PNR Locator: |
Track spend and usage for a single PNR. |
|
Traveller Email: |
Track the expenditure and usage of a particular traveller. This field relies upon the travellers email address being present within the deployment. |
|
Convert to Currency: |
Convert the data into a chosen currency. |
The Transaction Forecast graph displays an overview of deployments and transaction on the card account. The graph will only ever show data for the two weeks prior and two weeks ahead of the current date.
The rest of the data on the Overview page will show data for the date range section of the search at the top of the page. If you change those dates, all of the data except the Transaction Forecast graph will update to reflect the new dates you have chosen.
To the right of the graph, a list of any booking platforms that have been used for the card pools selected in the specified date range will display.
An auto calculation of the total number and percentage of deployments created via each of the platforms used to update a deployment is shown.
The values displayed below the graph give you a high-level view of:
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Number of deployments within the specified date range;
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Total deployment value for the specified date range;
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Number of transactions within the specified date range;
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Total transaction value for the specified date range;
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Documents received within the specified dates;
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Invoices received within the specified dates.
You can click any of these to see further detail.
You are given a visual display of the specific breakdown by Carrier for Air deployments along with the Top Routes to give you an intelligent view of current trends.
This map visual shows the number of travellers that have upcoming trips within the specified date range and gives you visibility of whether the users have accessed or viewed the trip within the Conferma Pay App. You can also see here whether or not travellers are registered to use the Conferma Pay App.
This feed gives you visibility of new and updated deployment data for individual travellers. You can click on each value which will take you to the relevant deployment detail.
