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Set up the Finance pack (PayStream + Stripe + Shopify)

Install payments models and dashboards for auth→capture→refund funnels.

20 min Intermediate RevOps, Finance Analyst Updated Oct 1, 2025
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Overview

Install payments models and dashboards for auth→capture→refund funnels.

Prerequisites

None.

Permissions required

dashboards:write datasets:write

Steps (3)

Estimated: 20 min
  1. 1

    Connect sources

    RevOps 6 min Back to top

    Ensure PayStream and Stripe/Shopify connectors are live and backfilled 90 days.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Enable pack

    Analyst 7 min Back to top

    Packs → Finance → **Install**. Choose currencies and BIN redaction level.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Publish dashboards

    Analyst 7 min Back to top

    Publish Revenue, Declines, Disputes, and Invoice Aging boards; share with Finance.

    Tips

    —

    Validation

    —

    Success criteria

    • Auth success by PSP chart matches ground truth within 1%.

About this guide

InsightLake centralizes analytics for your Velaxe workspace. Connect built-in streams from Agent Desk, LiveConnect, PulseGate, VoiceLink, FlowForge, Chronicle, ActionDesk, PayStream, SecureStore, AppBazaar, ProductCatalog, and Chat Core—plus curated external sources like GA4, Stripe, and Shopify.

Data is modeled into conformed dimensions and fact tables for predictable analysis. Publish templated dashboards in one click, build custom boards with a drag-and-drop builder or SQL, and schedule alerts and exports. Governance features include row-level security, column masking for PII, audit logs, and retention controls.

InsightLake is designed for speed and reliability with streaming ingestion, materialized views, and SLAs for load times and export delivery.