Dashboard Home (Merchant Dashboard)

Quick Links

Merchant Dashboard Home

The main page of the Merchant Dashboard gives a brief overview of many important areas of the dashboard. There are sections for Sales, Customers, and Campaigns where the user can get quick insight into the business’s performance. There are also quick links at the top of the page to create a new campaign or reach customers through email/social media. Each overview section has links to the full section for more detailed information.

Details

Display

On the right hand side of the Dashboard Home page there are is a menu displaying the other sections of the Dashboard:

Click here to view menu options

-Dashboard

-Campaigns

-Loyalty

-Reviews

-Customers

-Sales

-Deposits

The top left displays the user’s name, notifications, and a circular icon that contains a menu of options:

Click here to view menu options

-Account Settings

-Admin

-Statements

-Order Gift Cards

-Order Loyalty Cards

-Refer a Business

-Add Services

-Support & Legal

-Log Out

In the center there are quick links to go to Payments, Loyalty, and Campaign sections of the main page. There are also buttons to Create a Deal, Create an Email, and Create a Facebook post. Please see Marketing Editor for more information.

Sales

Details

Display

The sales section shows a graph displaying today’s sales in dollars, in comparison to the week prior, broken down by the hour. Hovering the cursor over the graph shows the exact sales amount per hour.
Avg. spend per transaction shows the average amount spent by customers for each visit. This displays for the the average for the day prior, and compares the previous week, month, and year.
Credit Card Transactions shows the number of credit transactions in comparison to other payment methods.
Click Go to Sales to access to full Sales tab
Click Go to Trends to access the Trends section of the Sales tab
Click See Deposits to go to the Deposits tab