Payment Widgets on the Dashboard

March 03, 20251 min read

Your dashboard gives you a quick overview of your business's health, with a focus on what matters most—your financial performance. The new Payment widgets make it easy to track all money-related activities directly from your dashboard and simplify reporting for future insights.

⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Insights: You can check your revenue, failed payments, refunds, and more insights with real-time-updated widgets directly in your dashboard.

  • Financial Planning: This simplifies your planning by helping you monitor payment success rates and refund trends, and keeping your asset tracking updated.

  • Enhanced Strategies: Understand your revenue channels and customer payment behaviors, helping you adjust strategies for better conversions and advertising.

⭐️How To Add Payment Widgets on the Dashboard?

  1. Navigate to the Dashboard section and click the pencil icon to edit.

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  2. Select Add Widget, scroll to the Payments category, and choose the widget you need.

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  3. Customize filters, switch chart types, and apply themes.

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  4. Click Save to update your dashboard.

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Keep your dashboard up to date and build a sustainable wealth model for your business with these widgets, which present payment-related information in a clear and easily digestible format.

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