Dashboard
Overview
Learn to navigate and utilize the Vixo Link dashboard to access key insights and make informed decisions for your business.
Additionally, there are specific details about the bank account like the institution name, status, balance, last sync date, balance date, recent transactions, routing number, and account number. You will also find buttons such as Account Owner, ACH Details, Past 90 Days, and Long History for more specific actions.
The Refresh button is centrally located within the customer information section, while the Disconnect button is positioned to the right. These buttons allow you to update and manage the customer data efficiently.
Navigate Your Dashboard with Ease!
Explore the vertical navigation menu on the left to find customer names and a search bar. Use the main content sections to view tabs like 'Banking,' 'Files,' and 'DocuSign™,' and check sub-tabs like 'Account' and 'Transaction'. This layout helps you manage finances and customer info efficiently.
Key Metrics and Data Visualization
To review key metrics and data visualizations on the Vixo Link dashboard, start by navigating to the dashboard section. This section hosts a variety of metrics and visualizations that provide valuable insights into your business's financial performance.
The dashboard displays metrics and data in a visual format, making it easier to understand and analyze. These metrics may include account balances, transaction volumes, income and expenses, and other financial indicators. Visualizations such as graphs, charts, and balance summaries are used to represent this data.
Account Balances: Displays current balances for various accounts.
Transaction Volumes: Shows the number of transactions over a specified period.
Income and Expenses: Illustrates income received and expenses incurred in a given timeframe.
Balance Summaries: Presents a quick overview of account balances and recent transactions.
The metrics and visualizations are designed to help you quickly gauge the financial health of your business. For example, reviewing the account balances can help in understanding liquidity, while transaction volumes can give insights into operational activity. Monitoring income and expenses is also crucial for budgeting and financial planning.
By making use of these key metrics and visualizations, you can make informed decisions to enhance your business operations and financial strategies.
Check Out Key Metrics
On the Vixo Link dashboard, you'll find essential metrics such as account balances, transaction summaries, and expense overviews. Use these to stay on top of your financial data.
Analyze Predictive Analytics and Underwriting Insights
Log in to your Vixo Link account.
Navigate to the Dashboard section using the vertical navigation menu on the left.
Click on the Predictive Analytics tab in the main content area.
Review the analytics data displayed.
Click on the Underwriting Insights tab.
Review the underwriting data displayed.
Note any key insights from the data.
Fraud Detection Alerts
To identify fraud detection alerts on the Vixo Link dashboard, start by navigating to the Dashboard section. Here, you will find a variety of key insights and data visualizations.
Look for any alerts related to potential fraud in the Fraud Detection area. These alerts will be presented prominently, making them easy to notice. Alerts might include unusual transactions, account changes, or other irregular activities that could indicate fraudulent behavior.
If any fraud detection alerts are found, take the following steps to investigate the suspicious activities:
Review the details provided in the alert: Click on the alert to see more information about the suspicious activities. This may include transaction details, account changes, or other relevant data.
Cross-check transactions: Compare the provided information with your records to identify any inconsistencies or unauthorized actions.
Contact the involved parties: If necessary, get in touch with the account holders or relevant stakeholders to confirm the legitimacy of the identified transactions or account changes.
Take corrective actions: Based on your findings, decide on the appropriate steps to address the fraudulent activities. This may include freezing accounts, reversing transactions, or updating your security protocols.
By following these steps, you can efficiently manage fraud detection alerts and ensure the safety of your financial operations within Vixo Link.
Check Fraud Alerts
Go to the Vixo Link dashboard and look for any fraud detection alerts. If you spot any, start a review to investigate suspicious activities.
Decision-Making and Operational Efficiency
The Vixo Link dashboard is a powerful tool to help you make informed decisions and improve operational efficiency. Here's how you can use it to your advantage.
First, navigate to the dashboard section in the Vixo Link platform. The dashboard provides a clear overview of your financial data, allowing you to access real-time metrics and visualizations. This feature is important for monitoring the health of your business quickly.
Next, use the data visualization and predictive analytics tools available on the dashboard to analyze trends and forecast future outcomes. These insights can help you plan more effectively and adjust your business strategies accordingly.
The underwriting automation insights displayed on the dashboard are also helpful. They can provide you with a better understanding of your lending processes, which helps in making more informed lending decisions. This information is crucial for lenders looking to evaluate risks and opportunities accurately.
Additionally, the dashboard includes features for fraud detection and suspicious activity monitoring. By regularly checking these alerts, you can ensure the security of your financial transactions and take immediate action when necessary. This proactive approach can save your business from potential losses.
Review financial metrics and trends
Plan business strategies using predictive analytics
Evaluate risks with underwriting insights
Monitor and act on fraud detection alerts
Use Dashboard Insights
Leverage the Vixo Link dashboard to access real-time data and automation insights. This helps you make informed decisions swiftly and enhance operational efficiency.
Frequently Asked Questions
Navigate to the dashboard section and use the settings icon to adjust the dashboard layout and displayed metrics.
Real-time data, including bank account information, transactions, and key financial metrics, is refreshed on the dashboard.
No, you cannot export the dashboard data directly from the dashboard section. You can generate and export detailed reports from the Generate Predictive Reports article.
Go to the settings section and choose the Alert Preferences menu. From there, you can customize which alerts you receive and how you receive them.