The Optima platform gathers various key analytical data points from your active gift voucher program and presents the analyzed outputs such as reports, spending trends or analytics indicators in the gift voucher dashboard that provide useful and actionable business insights.
The dashboard provides a detailed and real-time analytics and reporting of gift voucher transfers such as scheduled, successful or failed transfers including the spending patterns of all beneficiaries. In addition, you can dive deep into granular details on each gift voucher transfers, viewing monthly funding details and invoices of successful/scheduled transfers including consolidated individual statement to review employee information.
Optima Gift dashboards are infused with data and metrics that matters to you. Get into breadth and depth of each dashboard to review and analyze your entire gift voucher benefit program:
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A sneak peek of various status types that are triggered after you create a transfer:
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From the left panel menu, go to Zeta Optima > Programs > Gift Vouchers. This opens up the "Overview" tab.
The gift voucher dashboard highlights the overall usage patterns of your program, for example, which location employees mostly use the benefit amount and what payment tools they use to pay for their spends.
See Gift Voucher Dashboard table for detailed descriptions about various indicators.
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, successful, cancelled or failed orders.
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Click the transfer ID of a scheduled transfer or filter your search by status type as "scheduled". This lists all individual entries in a scheduled transfer.
Using the search option, you may also search for an individual by name.
Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.
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From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.
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From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Report tab. This lists funding details of all transfers such as scheduled, successful, cancelled or revoked in a financial year.
Click a Transfer Month to view the funding details of a particular month.
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Beneficiaries tab. This lists all employees with their various gift voucher transaction details such as transferred, spent and reimbursed amounts under an active gift program. Using the search option, you may also search for an employee by name, email or mobile.
Click the more action () and then select View Statement against an individual to view or download the consolidated payout statement.
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