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Dashboard

What is your dashboard

The dashboard is your high-level summary showing your trends and totals. It provides useful at-a-glance information about your transaction activity. The dashboard lets you know if you have past due invoices, which transaction channel is being used the most, how your transactions are trending monthly and much more.

What do the charts represent

  • Total Amount Chart - This chart illustrates the total amount of money issued through transactions by month. The view is by year but you can view the 2 previous years.
  • Financial Trend Charts - The first chart illustrates how much you have saved by transferring the credit card fee to your customer. You can see the savings Month to Date (MTD) and Year to Date (YTD). The second chart illustrates the transactions made with credit card vs debit card, with both a Month to Date (MTD) and Year to Date (YTD) view.
  • Transactions by Channel - This chart illustrates the proportion of your transactions that come through the various channels, ie: Virtual Terminal, Payment Link, Terminal, and Mobile App. You can view both Month to Date (MTD) and Year to Date (YTD).
  • Invoice Summary Table - This chart breaks down various data from your invoices over the past 12 months: Total Invoiced Amount, Total Paid Amount, Total Paid Credit Card Fee, Total Past Due Invoices, Total Invoices.