Dashboard
The dashboard is your financial command center. It aggregates data across all your merchants into a single view.
Key Metrics
All metrics respect the date filter in the top-right corner (7d, 30d, 90d, All, Custom). Metrics show period-over-period comparison.
All metrics exclude source=internal transactions (settlement records) to avoid double-counting.
Revenue Trend Chart
Shows daily revenue over the selected period with a trend line. Hover for daily totals.
Payment Methods
Breakdown of transaction volume by card brand (Visa, Mastercard, Amex, Discover) and payment method. Includes debit vs credit split powered by BIN lookup data.
Card brands are normalized — “visa”, “Visa”, and “VISA” are all grouped as “Visa”. Debit/credit identification uses a 374K+ BIN database.
Merchant Leaderboard
Ranks merchants by revenue with transaction count, approval rate, and refund count. Click any merchant to view their detail page.
Date Filter Persistence
The date filter is stored in your browser and persists across page navigation. When you set “90d” on the dashboard, it stays “90d” when you navigate to Transactions, Customers, etc.
