Metrics

Portfolio overview

The portfolio overview shows a summary of key metrics for understanding your balances and payments across all active accounts, shown in the selected Display currency.

Current fund balance

The total fund balance across all active accounts.

Current number of accounts

The total number of active accounts.

Average payment

The average payment value over the selected time period.

Payment success rate

The percentage of payments successfully processed during the selected time period, expressed as a percentage point value.

Change indicators

Each headline metric includes a change indicator showing how the current value compares with the preceding period. This allows you to quickly spot growth, declines, or anomalies.

The indicator displays a change in percentage points, either increasing (+) or decreasing (-) in value.