Merchant Updated April 2026
Dashboard Overview
Your central hub for monitoring payments, viewing analytics, and triggering common actions.
What it is
The dashboard summarizes the health of your account in real time. It surfaces volume, success rate, customer activity, and pending settlements alongside an activity feed and quick-action shortcuts.
- Total Volume — gross processed for the selected window
- Successful Transactions — count plus authorization success rate
- Active Customers — unique buyers in the period
- Pending Settlements — funds in flight to your bank
When to use it
Open the dashboard at the start of every shift. It's the fastest way to spot decline spikes, settlement delays, or unusual activity before customers complain.
Step-by-step
- Sign in and land on Dashboard.
- Choose a date range from the period selector.
- Click any KPI tile to drill into the underlying list.
- Use Quick Actions to create a transaction, payment link, customer, or invoice.
Common pitfalls
KPI tiles are cached for ~60 seconds. Switch tabs and back, or change the date range, to force a refresh.