Your Dashboard is your go-to hub for keeping track of your business’s performance at a glance. Whether you're reviewing daily trends or monthly growth, the dashboard gives you a clear view of key payment and customer metrics.
With the Payments Manager+ Dashboard, you can:
- See a summary of your transactions — daily, weekly, and monthly
- Quickly spot successful payments and any outstanding receivables
- Keep track of your top-performing products and services
- Get real-time insights into your customer and payment activity
Dashboard Overview
Here’s a breakdown of the main sections you’ll find on the dashboard:
📊 Payment Methods & Analytics
Use the filter tabs to easily view transactions:
- Daily
- Weekly
- Monthly
This helps you spot trends and make informed decisions about your business.
🏆 Top Selling Products & Services
See what’s bringing in the most revenue:
- Toggle between Top Selling Services & Items
- Filters help you zero in on your most popular offerings over different timeframes
👥 Customers & Payments
At the bottom of the dashboard, you’ll find key activity stats:
- Number of Customers
- Successful Payments
- Failed Payments
- Level II/III Transactions needing review
Clicking on each section provides more detail:
- Active Customers → takes you to the full customer list in your merchant portal
- Successful or Failed Payments → brings you to the Reports Transactions page, filtered to your selection
Your Payments Manager+ dashboard is designed to give you a clear, actionable view of your business in one place. Use it regularly to stay on top of performance and spot opportunities to grow.