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Dashboard

The dashboard is your financial command center. It aggregates data across all your merchants into a single view.

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Key Metrics

All metrics respect the date filter in the top-right corner (7d, 30d, 90d, All, Custom). Metrics show period-over-period comparison.
MetricDescription
Net RevenueGross revenue minus refunds for the selected period
TransactionsTotal approved + settled transactions
Avg TransactionAverage transaction value (successful only)
Approval RateSuccessful / total attempted transactions
CustomersTotal unique customers with successful payments
MRRMonthly Recurring Revenue from detected + NMI subscriptions
Refund RateRefund amount / gross revenue
SettledTotal settled volume
All metrics exclude source=internal transactions (settlement records) to avoid double-counting.

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Revenue Trend Chart

Shows daily revenue over the selected period with a trend line. Hover for daily totals.

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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.

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Merchant Leaderboard

Ranks merchants by revenue with transaction count, approval rate, and refund count. Click any merchant to view their detail page.

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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.