Chargeback Overview

Chargeback Overview is a dashboard based on the chargeback data at the consumer level. It provides insight into chargeback amounts by various dimensions like month, solution offering and consumer.

Before you begin

Before you start working with Chargeback, confirm that:

1. Spend has already been allocated to Consumers for the month you want to work on.

2. A chargeback report has been prepared and selected in Admin > Settings > Chargeback.

3. You can access the menus and data needed to review the month.

For detailed instructions on navigating dashboards and using filters, see: Navigation and filters

KPIs

Charts and tables

Selecting any data point in a chart allows you to drill down into a more detailed view of the selected element.

Monthly Chargeback

This chart shows the month-on-month trend and the cumulative Year to Date Chargeback amount. Total Chargeback is shown against spend for each month. The cumulative dotted line predicts Chargeback for future months based on historic values.

Clicking on a column / line drills into the specific month (depending where you have clicked) to see the Chargeback broken down for the month.

Chargeback as a Percentage of Total Spend

This chart shows the total Chargeback amount as a percentage of the Total Spend and compare it to check how much of the spend has still not been charged back.

Solution Offerings

This chart displays the total Chargeback amount broken down by different Solution Offerings.

Clicking on any bar to drill into specific Solution Offering to see how the Chargeback is broken down.

Consumers

This chart displays the total Chargeback amount broken down by different Consumers.

Clicking on any column drills into specific Consumer to see how the Chargeback is broken down.

Chargeback Trend

The Chargeback Trend chart depicts the chargeback by different Solution Offerings across Consumers. This provides a consolidated view of the chargeback, allowing you to see the chargeback amount for each Solution Offering as well as how much of it is consumed by each Consumer.

Data sources

The table below outlines the charts available on this page and the corresponding data cubes from which each chart retrieves its data.

What the main terms mean

Chargeback report
The saved report Yarken uses to shape the chargeback output.

Draft
The chargeback has been created, but it has not been approved yet.

Approved
The chargeback has been finalized for that month.

Locked month
A month that can no longer be changed because chargeback has already been created.

Revert
Removes the created chargeback for the month so you can correct the data and run it again.

Where to find Chargeback

You will usually move through three areas in Yarken:

1. Analytics > Consumer Spend to prepare the chargeback report.

2. Admin > Settings > Chargeback to choose the saved report used for chargeback.

3. Chargeback > Chargeback to create, review, approve, export, or revert chargeback for a month.

How the process fits together

Chargeback usually follows this flow:

1. Allocate spend to Consumers for the month.

2. Prepare or review the chargeback report.

3. Select that report in Admin > Settings > Chargeback.

4. Create chargeback for the selected month.

5. Review the result.

6. Approve it when it is ready.

7. Download, export, or revert it if needed.

What happens after you create Chargeback

When you create chargeback for a month, that month becomes locked.

This helps protect the result so it can be reviewed and approved without new changes being introduced in the background.

Next step

Create and manage Chargeback

Related content

Chargeback

Create and manage Chargeback

Use Chargeback Overview