Monitoring Home page

The Home page provides an overview of key business metrics through tiles and charts when you sign in to the Merchant Portal. Use the Home page to monitor sales, deposits, and other account activity.

Watch the interactive walkthrough below to explore your merchant dashboard and monitor account activity.

The Home page provides a quick overview of key business metrics. It includes:

• Search Merchant by MID/DBA to view matching results
• Last deposit amount
• Yesterday’s total sales
• Year-to-date volume
• PCI status
• Certification status
• Sales volume
• Direct link to search for questions and answers on the Support site

Screenshot: Homepage Today's Stats

• To ensure a seamless experience, the portal automatically displays data for the last viewed Merchant ID (MID) each time you log in.
• Before performing an action, verify that you have selected the correct Merchant ID and the physical address or DBA (Doing Business As) name.

Sales volume

The Sales Volume chart provides a visual representation of monthly sales activity. Use the chart to compare sales volume across months and identify changes and trends in business performance.

Screenshot: Sales volume