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Business Analytics

Embedded business analytics using Metabase for operational dashboards across the platform hierarchy.


Overview

The Service Commerce Platform provides embedded business analytics using Metabase for operational dashboards. Analytics are scoped by the platform hierarchy: Tenant, Customer (MerchantOrg), and Merchant levels.

Scope: Operational metrics and reporting for tenants, customers, and merchants.

Out of Scope: Advanced analytics, data science, ML pipelines, external data integration.


Architecture


Tenant Level Analytics

Tenant managers see aggregated metrics across all customers (MerchantOrgs) in their tenant.

Dashboards

DashboardMetrics
Customer OverviewCustomer count, growth rate, churn
RevenueTotal revenue, revenue by customer, trends
Platform MetricsTotal merchants, appointments, transactions
SubscriptionBilling metrics, plan distribution

Key Metrics

  • Total customers (MerchantOrgs)
  • Total merchants across all customers
  • Revenue by customer
  • Platform-wide appointment volume
  • Subscription and billing status

Customer Level Analytics (MerchantOrg)

Customer admins see aggregated metrics across all their merchants.

Dashboards

DashboardMetrics
End Customer GrowthTotal, new, churn rate
AppointmentsTotal, completed, cancelled, no-shows
RevenueTotal, by merchant, trends
TransactionsVolume, payment method distribution
Provider UtilizationBooking rate, hours worked

Key Metrics

  • End customer growth (total, new, churned)
  • Appointment metrics (completed, cancelled, no-show rates)
  • Revenue totals and trends
  • Transaction volume
  • Payment method distribution
  • Provider utilization rates

Merchant Level Analytics

Merchants use the operational SCP interface directly. Limited embedded analytics for quick metrics.

Available Views

ViewPurpose
Today's ScheduleAppointments for current day
Week OverviewUpcoming week summary
Quick StatsToday's revenue, appointments count

Note

Merchants primarily use the operational SCP interface for day-to-day management. Full analytics are available at the Customer (MerchantOrg) level.


Metabase Integration

Setup

Each level has its own Metabase database connection with appropriate permissions:

Embedding

Dashboards are embedded using Metabase's signed embedding:

  1. Authentication - JWT tokens signed with Metabase secret
  2. Row-Level Security - Filters applied based on tenant/customer/merchant ID
  3. Iframe Embedding - Dashboards embedded in SCP UI

Context

ContextPurpose
BusinessIntelligenceContextMetabase setup, dashboard configuration
TenantContextTenant-level analytics setup
CustomerContextCustomer-level analytics setup
MerchantContextDenormalized views for quick metrics