Accessing the Dashboard
When you navigate to the Home tab, the Dashboard loads by default.
Before reviewing metrics, you’ll want to set your filters to ensure you’re viewing the correct data.
Selecting Locations
At the top of the Dashboard, select the Locations dropdown.
Choose All Locations to view combined data across all stores
Select a single store to view metrics for that specific location
Your dashboard data will automatically update based on the selected location(s).
Selecting Currency
If your account supports multiple currencies, you’ll see a Currency selector.
Choose the currency you want to view
If only one currency is available, it will be selected automatically
All dashboard metrics will reflect the selected currency.
Using the Date Filter
The Date Filter allows you to control the timeframe shown on the Dashboard.
You can choose from:
Month-to-Date (MTD) to view activity from the start of the current month
Custom Range to select specific start and end dates
The custom range option is useful if you want to:
View totals for a specific day
Compare activity across a specific date range
Review historical performance for selected stores
Once a date option is selected, the Dashboard updates automatically.
Dashboard Metrics Explained
After applying your filters, the Dashboard displays key metrics and visual summaries.
Total Gross Volume
Displays the total gross payment volume
Broken down by payment channel (such as in-person or online, where applicable)
Payment Methods Overview
Shows the payment methods used (for example, Visa, Mastercard, or other methods)
Displays both:
Total volume per payment method
Number of transactions per payment method
This helps you understand how customers prefer to pay.
Sales Channel Distribution
Visual breakdown of payment volume by sales channel
Helps identify where most transactions are occurring
Payment Method Distribution
Displays payment volume as a percentage by payment method
Helps you quickly see which payment types make up the largest share of your activity
Summary
The Home Dashboard provides a flexible, high-level view of your payment performance. By adjusting location, currency, and date filters, you can quickly analyze trends, compare stores, and understand how payments are being processed across your business.