Use the Dashboard
The Dashboard is the fastest place to check whether your business is selling and whether recent activity looks normal. It is useful for daily monitoring, launch checks, and quick stakeholder updates, but it is not a substitute for Financial Overview, Campaigns, Sales, or Finance.
Use this guide when you need a quick health check after launch, during a campaign, or after changing checkout links or pricing.
What the Dashboard shows
| Area | Purpose |
|---|---|
| Sales today | Quick view of current-day purchase activity. |
| Sales yesterday | Simple comparison point for short-term trend checks. |
| Balance cards | High-level view of available, pending, and total balance when finance access allows. |
| Recent purchases | Fast way to spot new approvals, declines, or missing activity. |
| Sales chart | Visual snapshot of recent performance over time. |
The Dashboard answers "is something happening right now?" better than it answers "why is my withdrawable balance different from revenue?"
Dashboard vs deeper reports
| Question | Start here | Go deeper with |
|---|---|---|
| Are we selling today? | Dashboard | Sales |
| Which campaign is winning? | Dashboard first glance | Campaigns |
| Why is net revenue down? | Dashboard trend | Financial Overview |
| Can we withdraw now? | Balance cards | Finance |
| Why did one buyer fail? | Recent purchases | Sales |
| Are PIX or card results unusual? | Recent purchases | Financial Overview payment tabs |
For a full decision guide, see choose the right report for each question.
Typical Dashboard workflow
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Open Dashboard.
[Screenshot: Dashboard page — sales today and yesterday cards visible.]
- Compare sales today and sales yesterday.
[Screenshot: Sales today vs yesterday — comparison cards side by side.]
- Review balance cards if your finance permissions allow it.
[Screenshot: Balance cards — available, pending, and total balance visible.]
- Scan recent purchases for unexpected declines, missing approvals, or odd timing.
[Screenshot: Recent purchases list — approvals and declines visible.]
- Open Sales if a specific purchase needs review.
[Screenshot: Sales detail opened from a recent purchase row.]
- Open Financial Overview if the question is about revenue mix, refunds, or payment methods.
[Screenshot: Financial Overview — payment method and revenue tabs opened.]
- Open Campaigns if traffic or UTM performance is the issue.
[Screenshot: Campaigns report — UTM grouping for the period.]
- Open Finance if the question is withdrawal readiness or pending balance.
[Screenshot: Finance overview — withdrawal readiness and pending balance.]
What to verify during launch week
| Check | Why it matters |
|---|---|
| Test sales appear in recent purchases | Confirms checkout and links are working. |
| Declines are visible early | May indicate card or PIX issues. |
| Activity matches the campaign window | Helps catch attribution gaps. |
| Balance cards are understood by finance | Dashboard activity is not the same as withdrawable funds. See fees and payout delay. |
| Delivery complaints are cross-checked | Payment may look fine on Dashboard while buyer access failed. |
Best practices
- Use Dashboard for monitoring, not reconciliation.
- Compare Dashboard with the same date range and workspace when discussing performance.
- Investigate unusual recent purchases in Sales immediately during launch.
- Teach finance stakeholders to use reconcile Dashboard and Finance when numbers do not match.
- Do not hide balance cards from finance users who need them unless privacy policy requires it.
Common mistakes
- Treating Dashboard revenue as immediately withdrawable balance.
- Ignoring declines because total sales still look positive.
- Using Dashboard instead of Campaigns for UTM analysis.
- Checking the wrong business workspace.
- Assuming a quiet Dashboard means tracking is broken without checking missing data troubleshooting.
FAQ
Why does Dashboard not match Finance exactly?
Dashboard shows business activity. Finance reflects settlement timing, fees, refunds, chargebacks, and withdrawal history. Use reconcile Dashboard and Finance.
Why are my balances hidden?
Some users hide balances for privacy. Finance permissions and product access can also affect what each user can see.
Should I use Dashboard or Financial Overview after launch?
Use Dashboard for a quick pulse. Use Financial Overview when you need payment-method detail, refunds, chargebacks, UTM filters, or net revenue analysis.
Where do I investigate a buyer mentioned in recent purchases?
Open the purchase in Sales, then review customer history and delivery in buyer access troubleshooting if needed.