Dashboard overview

Steps

ScreenshotSteps 1-4

Placeholder

Merchant dashboard home

Merchant dashboard showing setup progress, key metrics, recent activity, and next-step actions.

1. Open Dashboard after signing in.
2. Review any setup progress or Continue setup entry point if the program is not fully configured.
3. Check the top performance summary before opening detailed pages.
4. Review recent activity to see the latest partner, payout, and storefront events.
5. Use the dashboard as a starting point, then move into the detailed page that matches the task you need to complete.

Settings explained

• Setup progress shows whether the program still needs onboarding work.
• Summary metrics give a quick health check before you review detailed reports.
• Recent activity highlights the latest changes that may need attention.
• Next-step actions help merchants move directly into partner, payout, or settings workflows.

Example

A merchant opens the dashboard in the morning, sees that setup still needs payout readiness, notices a new application and a pending payout request in recent activity, and then moves into those pages to finish the day-to-day work.

Tips and limits

• Use the dashboard for orientation, not for every action.
• If the dashboard shows a setup prompt, finish that before approving payouts or inviting partners.
• Check recent activity before assuming a change did not save.