As a partner admin I want to see in Dashboard the data only related for this partner

[vitaliidasaev]

As an SME owner, when I open dashboard, I want to see data about my business.

AC's

1. DASHBOARD: availability of data only related to this partner GIVEN I am logged in as SME WHEN I go to the Dashboard section THEN the following sections and features should be available:
   • "Issued Vouchers" icons for this particular partner (vouchers issued by this SME)
   • "My Customers" icon (number of customers of this partner) instead of "Total Customers"
   • New/Active/Repeat Customers filtered for partner
   • Voucher Purchase/Cost data (instead of Transactions figures)
   • Voucher Flows chart (instead of Smart Points chart)

AND the data should be calculated as follows:

• Issued Vouchers: Number of voucher issued by this SME, via all campaigns (from day 1)
• My Customers: Number of unique customers who made at least one purchase to this SME (from day 1)

NEW CUSTOMERS

• New Customers: Number of unique customers, who made a first purchase to the SME (by date)

ACTIVE AND REPEAT CUSTOMERS

• Active Customers: of My Customers, number of customers who bought OR redeemed the SME's vouchers during the selected period
• Repeat Customers: of Active Customers, number of customers who made at least two purchases of the SME's vouchers OR at least two redemptions of the SME's vouchers during the selected period

VOUCHER PURCHASES

• Total Vouchers Purchases: Sum of purchases of the SME's vouchers (from day 1, value + 'CHF')
• Redeemed Vouchers Cost: Sum of redemptions of the SME's vouchers (from day 1, value + 'CHF')
• Average Voucher Purchase = Total Vouchers Purchases / Bought Vouchers (value + 'CHF')

VOUCHER FLOWS

• Bought Vouchers: of Issued Vouchers, number of the SME's vouchers purchased by customers
• Redeemed Vouchers: of Bought Vouchers, number of vouchers redeemed at the SME by customers

Bought / Redeemed chart (options: CHF, Number; Number by default):

• Bought, number: Number of purchases of the SME's vouchers (by day)

• Redeemed, number: Number of redemptions of the SME's vouchers (by day)

• Bought, CHF: Sum of purchases of the SME's vouchers (by day)

• Redeemed, CHF: Sum of redemptions of the SME's vouchers (by day)

2. Group dashboard by affected by the filter; move filters to be applied by the charts

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• In the Smart Points section, show values related to this particular partner - let's postpone this item, if we are starting with operations with vouchers only for fiat for now

[starkmsu]

@MarlonMaercz , @ElenaBelyavskaya , please add a clear definition on how to calculate required data for a specific partner

[ElenaBelyavskaya]

@starkmsu, @vitaliidasaev I have commented and added mockups, please review

[starkmsu]

@ElenaBelyavskaya , please update text description as well, so we don't need to search for required part in the picture.

[ElenaBelyavskaya]

@starkmsu it's also described in the text; added some details.

[starkmsu]

@ElenaBelyavskaya , do we want to have numbers for VOUCHER PURCHASES and VOUCHER FLOWS to be calculated for the same tine frame? Or VOUCHER PURCHASES - for all time and VOUCHER FLOWS - only for specified period?

[ElenaBelyavskaya]

Point 2 added to the desc (decided to separate "static" widgets and those dependent on the time frame, and place the period selection in such a way that's it's 100% clear to which widgets it's applicable)

[starkmsu]

@MarlonMaercz , @ElenaBelyavskaya , what should we show in case vouchers were bought in different currencies? Should it be converted into some base currency or shown as separate sum-currency pairs?

[starkmsu]

@MarlonMaercz , @ElenaBelyavskaya, ^^^

[ElenaBelyavskaya]

@starkmsu good point :) This was described when we just had one currency... Later on, we need to have a base currency, which will be selected by the user, and data would be adjusted to this currency selection. For the time being, until we implement the base currency selection flow, we have 2 options: 1) Convert sums for all other currencies to CHF (using CHF as a base currency in fact) 2) Show separate numbers by currency Option 1 seems to be closer to the base currency approach, and we don't create additional UI items which we would then remove. What do you think from the implementation perspective, @starkmsu? CC @MarlonMaercz

[MarlonMaercz]

@starkmsu For the dashboard data, the admin portal should use a base currency CHF (additional ones to be added later and set as a admin portal setting). Therefore please proceed with option 1. from @ElenaBelyavskaya 's comment.