The Dashboard is the landing page for the Partner portal. It contains high-level account widgets that provide Partner-level users with an overview of their account and options to perform basic actions.
To access the dashboard, click Dashboard in the left navigation bar.
Dashboard features: Classic View
See the content below for details on the features of the classic Dashboard page view.
New Merchants Panel
The New Merchants panel is located at the top of the dashboard page and contains the following information:
View your most recently added merchants and the date that they were boarded.
Access an account overview for a single Merchant by clicking on any item in the table to open the Merchant Profile page.
Account Balance
Your account balance is shown at the top right corner of the Dashboard. To access more information about your account balance, click BALANCE DETAILS to open the Balance Details page.
Gross Sales
The Gross Sales panel contains a graph showing information about recent sales. The Gross Sales panel is located below the New Merchants panel on the Dashboard page.
View total sales and transactions at the top left of the Gross Sales panel.
Visualize your sales and transactions using the graph view.
Adjust the date range by selecting a predefined or custom date range from the dropdown menu at the top right corner of the panel. The default view displays the last 7 days. To view the time of sale, set the custom date range to a single date.
New Payments
The New Payments table contains a list of the most recent payments accepted by your merchants, including dates and amounts. The following actions are supported by the New Payments Table:
Click any information in the row to view specific transaction information on the Transaction Details page.
Click the VIEW ALL icon to redirect to your Payments History page, where you can search for your recent payments by individual merchants or transactions.
Dynamic Dashboard features
Customizable Smart Tiles
Smart Tiles allow you to easily review, reorganize, and prioritize visually reported data on the Dynamic Dashboard with a glance. Smart Tiles can be added or removed as needed or can be rearranged if new data becomes more pressing.
To add a new Smart Tile to the Dynamic Dashboard:
Click Add Smart Tile in the upper-right corner of the dashboard.
Select a category of information you’d like to view: Boarding, Risk, or Sales & Revenue.
Select the desired Smart Tile from the chosen category.
(Optional) Click and drag to rearrange your Dynamic Dashboard layout.
Result: Your new Smart Tile has been added to the Dynamic Dashboard.
Smart Tile Descriptions
There are three categories of Smart Tiles and thirty overall Smart Tiles. Descriptions for each are available in the corresponding sections below.
Boarding
Below is a list of the available Smart Tiles related to merchant boarding:
Merchants Boarded Today: Merchants boarded today vs. yesterday.
Time to Board: Average Merchant boarding time.
Activation Rate: % of Merchants that process payments after boarding.
New Merchants: A list of recently boarded Merchants.
Merchants Boarded Yesterday: Merchants boarded yesterday vs. two days ago.
Merchant Applications: Number of current active Merchant applications.
Merchants Boarded Last Month: Merchants boarded last month vs. two months ago.
Time To First Transaction: Average time to Merchant’s first transaction.
Boarded in < 2 Days: The number of Merchants boarded in less than two days of submitting their application.
Boarded Same Day: The number of Merchants boarded the same day their application was submitted.
Pending Merchants: List of Merchants with pending document requests.
Enrolled Not Processed: List of Merchants that are fully boarded to the platform but have not processed any payments.
Risk
Below is a list of the available Smart Tiles related to merchant and transaction risk:
Blocked Transactions: Number of actively blocked transactions.
Total Open Disputes: Number of active and open transaction disputes.
Held Transactions: Number of actively held transactions.
Chargeback Volume: The combined dollar amount of all current chargebacks.
Chargeback Rate: Number of chargebacks vs total transactions.
eCheck Return Rate: Number of eCheck returns vs total transactions.
Transactions Flagged More Than 48 Hours: Number of transactions still awaiting review after 48 hours.
Reserved Transactions: Number of transactions currently in reserve.
Txn Failure Reasons: Chart of top 5 failure reasons for transactions in your portfolio.
Average Risk Processing Time: Average response time to risk alerts in your portfolio.
ACH Return Reasons: Chart of top 5 return reasons for ACH payments in your portfolio
Sales & Revenue
Below is a list of the available related to merchant sales and account revenue:
New Payments: A list of recent payments.
Account Balance: Displays current account balance.
Gross Sales Chart: Larger graph displays gross sales and other related data.
Current Month Transactions: Number of transactions for the current month.
Volume by Payment Method: Chart comparing Card Present vs. Card Not Present transactions.
Current Month Average Ticket: The average transaction ticket value for the current month.
Current Month Txn Volume: The total transaction volume for the current month.
Related Pages
Click the links on the page to access any of the following pages: