Payments dashboard
The Payments Dashboard is your main control center for managing payments, monitoring performance, and accessing all platform features.
Welcome back Jared!
Dashboard Overview
Main Navigation
The dashboard is organized into primary sections accessible from the left sidebar:
Overview: Real-time transaction summary and key metrics
Transactions: Detailed transaction history and search
Analytics: Access to Reporting and Usage Insights features
Settings: Account configuration and team management
Enterprise: Advanced features like Smart Routing and Smart Forecasting (Enterprise accounts only)
Quick Stats Bar
At the top of every page, you'll find:
Today's transaction volume and count
Current success rate percentage
Active payment methods
System status indicator
Main Dashboard Sections
Overview Page
Your landing page shows:
Transaction Summary: Today's volume, successful payments, and failed attempts with comparison to yesterday Recent Activity: Latest transactions with status and amounts Performance Metrics: Success rates by payment method and processor Quick Actions: Buttons to create test transactions, view reports, or access settings
Transactions Section
Transaction Search: Find specific payments using filters for date, amount, status, or customer information Transaction Details: Click any transaction to view complete payment information, processor response, and customer data Bulk Actions: Export transaction data or perform batch operations on selected payments Dispute Management: View and respond to chargebacks and payment disputes
Analytics Section
Reporting: Access to your configured reports, report templates, and scheduling options Usage Insights: View team activity, API usage statistics, and feature adoption metrics Performance Trends: Charts showing transaction volumes, success rates, and revenue over time Custom Dashboards: Create personalized views with the metrics most important to your role
Settings Areas
User Settings
Access your personal settings via the user menu (top right corner):
Profile Information: Update your name, email, and contact preferences Notification Preferences: Choose which alerts and reports you receive via email API Keys: Generate and manage your personal API credentials Two-Factor Authentication: Enable additional security for your account Session Management: View active sessions and sign out of other devices
Organization Settings
Found under Settings > Organization (admin access required):
Company Profile: Business name, address, and tax information Team Management: Invite users, assign roles, and manage permissions Payment Configuration: Set up processors, enable payment methods, and configure routing Billing Settings: View invoices, update payment methods, and manage subscription Security Settings: Enforce two-factor authentication, set password policies, and review audit logs
Enterprise Features
For Enterprise accounts, additional sections appear:
Smart Routing: Configure intelligent payment routing rules and monitor performance Smart Forecasting: Access prediction models and scenario planning tools Advanced Reporting: Create custom report templates and set up automated distribution Compliance Tools: Generate regulatory reports and manage audit documentation
Navigation Tips
Quick Search
Use the search bar at the top of the dashboard to quickly find:
Specific transactions by ID or customer email
Team members and their contact information
Documentation and help articles
Feature settings and configuration pages
Breadcrumb Navigation
The breadcrumb trail below the main navigation shows your current location and allows quick navigation back to parent sections.
Keyboard Shortcuts
Ctrl/Cmd + K: Open quick searchCtrl/Cmd + /: View keyboard shortcuts helpG + T: Go to transactionsG + A: Go to analyticsG + S: Go to settings
Customization Options
Dashboard Layout
Widget Configuration: Add, remove, or rearrange dashboard widgets based on your needs Metric Selection: Choose which KPIs appear in your quick stats bar Default Views: Set your preferred landing page and transaction list filters Theme Settings: Switch between light and dark mode (user preference)
Role-Based Views
The dashboard automatically adapts based on your role:
Admin Users: See all sections including organization settings and team management Finance Users: Focus on reporting, reconciliation, and billing information Operations Users: Emphasize transaction monitoring and customer support tools Developers: Highlight API documentation, testing tools, and integration guides
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