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Partner Updated April 2026

Partner Dashboard

Monitor your merchant portfolio, track revenue share, and manage integrations from one screen.

What it is

The dashboard surfaces aggregate metrics across every merchant in your portfolio: total volume, active count, revenue share earned, pending applications, and operational alerts.

When to use it

Start your day here. It's your single read on portfolio health and pending actions.

Step-by-step

  1. Sign in to the partner portal.
  2. Review the volume, revenue, and applications tiles.
  3. Click any tile to drill into the source list.
  4. Use Quick Actions to create a merchant or open the review queue.

Common pitfalls

Tiles refresh on focus — if numbers look stale, switch tabs and back.

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