The Dashboard is the landing page for the Referrer Portal. It contains high-level account widgets that provide Referrer-level users with an overview of their account and options to perform basic actions.
For a video walkthrough of the Dashboard see the Referrer Portal Dashboard Walkthrough below.
Navigate to the dashboard by clicking Dashboard in the left-hand navigation bar.
Dashboard Features (Classic 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.
Your account balance is shown at the top right-hand corner of the Dashboard. To access more information about your account balance, click BALANCE DETAILS to open the Balance Details.
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 drop-down menu at the top right-hand 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.
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:
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, follow the steps below:
Step 1: Click the Add Smart Tile button in the upper right-hand corner of the dashboard.
Step 2: Select a category of information you’d like to view: Boarding, Risk, or Sales & Revenue.
Step 3: Select the desired smart tile from the chosen category.
Dynamic Dashboard & Smart Tile Video Overview
Smart Tile Descriptions
Merchants Boarded Today
Merchants boarded today vs. yesterday.
Time to Board
Average Merchant boarding time.
% of Merchants that process payments after boarding.
A list of recently boarded Merchants.
Merchants Boarded Yesterday
Merchants boarded yesterday vs. two days ago.
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.
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.
Number of actively blocked transactions.
Total Open Disputes
Number of active and open transaction disputes.
Numberof actively held transactions.
The combined dollar amount of all current chargebacks.
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.
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
A list of recent payments.
Displays current account balance.
Gross Sales Chart
Larger graph displaying 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.
Dashboard Walkthrough Video
Click the links on the page to access any of the following pages: