KPI Sync
Date: 2025-04-02 · Duration: 113.44999694824219 min Organizer: Nader Attendees: Ahmad, Mike, Nader
Summary
During the KPI Sync meeting, the team focused on enhancing their product development strategy by discussing key performance indicators (KPIs) and data visualization techniques. Nader and Michael initiated the session by exploring Slack Note Taker extensions before Ahmadreza presented critical metrics related to settlement times, introducing a new “value being processed” metric to track funds not yet deposited. The team identified discrepancies in processing fees, deciding to prioritize chart designs and relevant metrics over reconciling inconsistent data. Discussion moved towards establishing a robust KPI framework, emphasizing the breakdown of data by channels and creating alerts for slow deposit batches. Nader introduced a decision tree structure for KPIs, facilitating correlation analysis and a potential machine learning approach. The meeting concluded with the team outlining action items, including merging settlement graphs with transaction data, improving visualization of fee structures, and structuring decision trees to highlight KPI impacts and necessary actions moving forward.
Action Items
- Ahmadreza Abdoli Merge time to settlement graph with transaction data to show trends together (28:07) Add deposit statistics to the settlement data analysis (29:05) Include transaction sum per day in the value being processed analysis (33:05) Create visualization for fee structure based on different transaction volumes (01:34:00) Structure KPI decision trees with underlying factors and visualizations (01:50:24)
Michael Wright Connect Pay Engine for access to better data than current Luqra data (27:11) Add column to spreadsheet to identify factors/features for each KPI (01:31:15) Handle the POS sales call with Jerry (01:52:05)
Nader Atrchin Get AI summary from Firefly of discussion points (01:52:41) Continue discussion with Ahmadreza about KPI structure (01:52:05)