The Historical Performance chart lists chargeback data for the last 12 months. You can review data from last year and predict what will happen during the same time period this year.
Historical data helps you detect trends, anticipate future activity, and take preemptive action to reduce risk. It also helps you identify areas of improvement to increase profitability.
Various features allow you to analyze this chart’s data in greater detail and learn more about your chargebacks.
The default setting for this chart is to show all your chargeback data as well as counts broken down by card networks.
You can customize which data is visible by toggling on or off different card networks. For example, you could toggle off the individual card networks and only monitor your total chargeback count.
Or, you can dive deep into what is happening on just a couple networks and turn everything else off.
Hover over any bar in the graph. A popup box will display:
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The number of chargebacks you received during the selected month
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The chargeback-to-transaction ratio for the selected month
The default setting for your Historical Performance chart is to show data for your entire portfolio. However, you have the ability to filter your data and break it down by different sources. For example, maybe you want to view chargeback counts by a particular merchant account or processor.
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Visit the Analytics page.
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Click Entire Portfolio to add a filter (MID, Processor, etc.).
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In the second dropdown list, select specific processors or merchant accounts to analyze.