Overview
The Dashboard provides a visual summary of all processing activity within your portal, allowing you to monitor your firm's financial health at a glance.
Key Data Visualizations
Volume By Source (Last 30 Days): A pie chart illustrating the percentage of payments flowing through each specific module.
Daily Volume: An area chart showing your processing totals for each of the past 7 days.
Statistics (YTD): A line graph displaying monthly totals for the current calendar year, along with your total year-to-date income and transaction count.
Important Considerations
These totals are for informational purposes only. Because volume is calculated based on the date the payment was created rather than the deposit date, this data should not be used to:
Balance daily deposits.
Reconcile monthly processing fees.
📌 Drill Down for Details: The individual data points on each graph are hyperlinks. Clicking them will take you directly to the Payment Manager, where you can view a detailed breakdown of the transactions in that data set.