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Transactions

KPI - Transactions

Overview​

The Transactions Widget provides a statistical summary of transactions within a specified time period. This widget allows you gain quick overview of investment transactions performed over various timeframes.

Data Displayed​

  1. The displayed data depends on the configuration settings. It can display either SUM or COUNT of transactions:
    1. Buy
    2. Sell
    3. Income

Settings​

  1. Accessing Settings:

    • Click on the settings icon to open the settings menu.

  2. Transaction Type:

    • Select the type of transaction you want to analyze from the dropdown menu. Options include Buy, Sell, and Income.

  3. Operation:

    • Choose the type of operation to perform on the selected transaction type. Options include Sum (total value) and Count (number of transactions).

  4. Saving Changes:

    • After entering all the necessary information, click "Save" to apply your changes.
    • Buttons:
      • Default: Resets the settings to default values.
      • Cancel: Discards any changes made.
      • Save: Applies and saves the changes.