Financial telemetry

Summary

Financial telemetry enables users to analyze aggregated financial data, identify meaningful changes over time, assess risk at a higher level, and drill into the transactions driving those changes.

The feature introduces a top-down approach to financial analysis by allowing users to investigate risk and variance at an aggregated level before reviewing individual transactions. Instead of beginning with entry-level testing, users can start with summarized views such as:

• accounts
• business units
• brands
• KPIs
• other aggregated dimensions

Users can then drill into the underlying entries contributing to the variance or risk result. This workflow helps users focus on meaningful changes and reduce time spent manually investigating large volumes of transactions.

Review variance results

Users can review financial telemetry results through the Explorer dashboard.

The Explorer allows users to:

• switch between available aggregated views
• review risk scores at a summarized level
• analyze trends and variances
• identify unusual activity patterns
• investigate high-risk results

Users can use pivot tables and dashboard filters to further narrow and analyze results.

Investigate variances

Users can drill into summarized results to investigate the transactions contributing to a variance or risk result.

Selecting a result opens the supporting entries associated with the selected variance, allowing users to move from high-level analysis into transaction-level investigation.

Users can:

• review supporting entries
• investigate transaction details
• identify the source of unusual activity
• better understand the drivers behind risk results

Use cases

Financial telemetry can be used to:

• identify fluctuations in account balances
• analyze changes in revenue or expenses
• monitor activity across business units or brands
• investigate unusual trends in aggregated financial data
• review risk at a summarized operational level