How can I customize my dashboard?
You can customize the dashboard layout to suit your business needs. Just click the Edit or Add button at the top right corner of the dashboard. From here you can:
- Choose which widgets to show or hide
- Drag and drop to rearrange their order
- Apply your preferred date range for all widgets at once
Changes are saved automatically and will appear the next time you log in.
How can I remove a widget?
To remove a widget, click the Edit icon, then the X (delete) icon on the widget. You’ll see a confirmation prompt; if needed, you can click Cancel to abort the deletion.
How can I rearrange widgets?
To rearrange widgets, simply drag and drop them across the dashboard layout.
After you make the changes, click Apply and then Save to update your dashboard preferences.
How can I add widgets?
Clicking the Add button opens a widget selection view. Each available widget includes options in its top-right corner that allow you to select or deselect it for inclusion on the dashboard.
After you make the changes, click Apply and then Save to update your dashboard preferences.
Below you’ll find some best practices to ensure you use the dashboard to its fullest:
- Check your dashboard weekly to track performance and quickly catch any unusual activity.
- Use the Top Payment Methods filter to determine which payment types you should prioritize or optimize.
- Monitor chargebacks regularly; an increase could indicate fraud or service delivery issues.
- Adjust your date filter to evaluate trends during key periods like sales events, holidays, or off-peak seasons.