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, select Dashboard in the left navigation panel.
Partner Dashboard Features
See the content below for details on the features of the Partner Dashboard page view.
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. Descriptions for each Smart Tile 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 compared to yesterday.
Boarding Time Trend: Average Merchant boarding time.
Activation Rate: Percentage of Merchants that process payments after boarding.
New Merchants: A list of recently boarded Merchants.
Merchants Boarded Yesterday: Merchants boarded yesterday compared to two days ago.
Merchant Apps This Week: Number of current active Merchant applications.
Merchants Boarded Last Month: Merchants boarded last month compared to 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.
Merchants with Pending Docs: 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 compared to total transactions.
eCheck Return Rate: Number of eCheck returns compared to 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.
Average Risk Processing Time: Average response time to risk alerts 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.
Volume by Type: CP vs CNP: Chart comparing card-present and 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: