OTC Dashboard
Access Prerequisites
- Permission (module):
viewOtc - License/Feature: None
- Menu container: GENERAL → group Transaction journals → OTC Dashboard (
/otc-dashboard)
What it is / when to use
Executive and aggregated view of the OTC desk: charts for spread (revenue), volume charged to the client (BRL) and delivered × failures over time, plus summary cards for the period. This is the screen to monitor the desk's health (revenue trend, volume and success rate) without going order by order. To investigate a specific order, use the OTC Journal.
Shares the same data source as the OTC Journal (the OTC service of PaymentManagementService), just in time series (timeSeries) and summary (summary) format.
Prerequisites
- Permission:
viewOtc(double permission — CPM enum + dynamic module in DB). - License/Feature: none.
- Dependencies on other screens: None. The aggregates are calculated in the backend from OTC orders.
Step by step
- Go to Transaction journals → OTC Dashboard.
- The screen opens with the default window of the last 30 days.
- Adjust the period (from/to) and the granularity using the Day / Week / Month buttons (
bucket). - The charts and cards reload when granularity changes.
Filters and elements
| Filter / Element | What it shows / does | Data source |
|---|---|---|
| From / To | Date window (default: last 30 days). | from / to. |
Granularity (bucket) | Groups by day, week or month. | setBucket() → timeSeries(from, to, bucket). |
| Summary cards | Period totals (orders, USDT, client BRL, spread, outcome counts). | summary(from, to). |
| Spread chart (BRL) | Line of the house's revenue per period. | totalSpread from the series. |
| Volume chart (client BRL) | Bars of the volume charged to clients. | totalBrlClient from the series. |
| Status chart (stacked) | Delivered (green) × Failures (red) per period. | deliveredCount / failedCount. |
Actions and modals
This screen is read-only — there are no administrative actions. All order mutations are performed in the OTC Journal.
Business rules / considerations
Attention
- The Spread plotted is the house revenue (delta client price × provider price), aggregated over the period. It is the same spread concept as in the OTC Journal, just consolidated.
- Granularity only changes the aggregation of the same data; switching from Day to Month does not alter the period totals, only the grouping of bars/points.
- The default window is 30 days — for longer trend analyses, adjust From/To before drawing conclusions.
- Financial values: spread and volume come as high-precision strings and are converted to numbers only for plotting. For accurate accounting reconciliation, use the CSV export from the OTC Journal.