Skip to content

interpreting-insights

Interpreting Insights & Analytics 📈

Understand what the platform tells you about your finances.

Overview Dashboard

Metric What it means
Total Transactions Total number of M-PESA movements
Total Amount Net money flow (Received - Sent)
Average Transaction Typical size of your transactions
Active Days Days you had financial activity

Insights Section

The platform generates three types of insights:

1. Spending Patterns

  • "Your average transaction is KES 2,450"
  • "You send more money on Fridays"

2. Alerts

  • Large transactions above your average
  • Unusual spikes in spending
  • Frequent small transfers (possible salary splitting)

3. Recommendations

  • "Consider negotiating better rates with frequent recipients"
  • "You have high transport costs this month"
  • "Top 3 customers represent 68% of your revenue"
  • Inflow vs Outflow charts
  • Weekly and monthly trends
  • Cashflow forecast (coming soon)

How to Use Insights Effectively

  1. Review Top Customers regularly
  2. Watch for large transactions alerts
  3. Use transaction types breakdown to understand your business
  4. Compare months to spot seasonal patterns

Pro Tip: Upload statements consistently every month for the most accurate insights and trends.