Payments dashboard
The Payments Dashboard is your main control center for managing payments, monitoring performance, and accessing all platform features.
Dashboard Overview
The Payments Dashboard is the control center for your account. It's where you check how payments are performing right now, investigate specific transactions, and configure the tools your team uses every day.
Most teams start their day in the dashboard: a finance lead might check last night's volume and payouts, an operations manager might scan for failed payments or disputes, and a developer might verify that a new integration is working as expected. The sections below explain how the main areas of the dashboard fit into that daily workflow.
Main Navigation
The dashboard is organized into primary sections accessible from the left sidebar. As you move between them, your quick stats bar stays in view so you always have context on how your payments are performing.
Overview: Real-time transaction summary and key metrics
Transactions: Detailed transaction history and search
Analytics: Access to Reporting and Usage Insights features
Settings: Account configuration and team management
Enterprise: Advanced features like Smart Routing and Smart Forecasting (Enterprise accounts only)
Quick Stats Bar
At the top of every page, you'll find a live snapshot of how your payments are performing. This gives you a quick way to answer questions like How much did we process today? or Is our success rate normal? without leaving what youre working on.
Today's transaction volume and count
Current success rate percentage
Active payment methods
System status indicator
Main Dashboard Sections
Overview Page
Your landing page shows a narrative view of your current performance, from high-level volume down to recent activity.
Transaction Summary: Today's volume, successful payments, and failed attempts with comparison to yesterday
Recent Activity: Latest transactions with status and amounts
Performance Metrics: Success rates by payment method and processor
Quick Actions: Buttons to create test transactions, view reports, or access settings
Teams typically use this page to confirm Are things healthy? before drilling into the more detailed sections below.
Transactions Section
When you need to answer specific questionslike why a payment failed, whether a refund was issued, or how much a customer was chargedyoull spend time in the Transactions section.
Transaction Search: Find specific payments using filters for date, amount, status, or customer information
Transaction Details: Click any transaction to view complete payment information, processor response, and customer data
Bulk Actions: Export transaction data or perform batch operations on selected payments
Dispute Management: View and respond to chargebacks and payment disputes
Analytics Section
The Analytics area helps you move from individual payments to bigger-picture trends. Its where finance and operations teams go to understand how performance is changing over time.
Reporting: Access to your configured reports, report templates, and scheduling options
Usage Insights: View team activity, API usage statistics, and feature adoption metrics
Performance Trends: Charts showing transaction volumes, success rates, and revenue over time
Custom Dashboards: Create personalized views with the metrics most important to your role
Settings Areas
Use Settings when youre configuring how Evolve Payments works for your organizationwho has access, which payment methods are enabled, and how security is enforced.
User Settings
Access your personal settings via the user menu (top right corner):
Profile Information: Update your name, email, and contact preferences
Notification Preferences: Choose which alerts and reports you receive via email
API Keys: Generate and manage your personal API credentials
Two-Factor Authentication: Enable additional security for your account
Session Management: View active sessions and sign out of other devices
Organization Settings
Found under Settings > Organization (admin access required):
Company Profile: Business name, address, and tax information
Team Management: Invite users, assign roles, and manage permissions
Payment Configuration: Set up processors, enable payment methods, and configure routing
Billing Settings: View invoices, update payment methods, and manage subscription
Security Settings: Enforce two-factor authentication, set password policies, and review audit logs
Enterprise Features
For Enterprise accounts, additional sections appear. These features are typically configured during onboarding with help from your account team.
Smart Routing: Configure intelligent payment routing rules and monitor performance
Smart Forecasting: Access prediction models and scenario planning tools
Advanced Reporting: Create custom report templates and set up automated distribution
Compliance Tools: Generate regulatory reports and manage audit documentation
Navigation Tips
Quick Search
Use the search bar at the top of the dashboard to quickly find:
Specific transactions by ID or customer email
Team members and their contact information
Documentation and help articles
Feature settings and configuration pages
Breadcrumb Navigation
The breadcrumb trail below the main navigation shows your current location and allows quick navigation back to parent sections. This is especially helpful when youve drilled into a specific transaction or settings page and want to return to a broader view.
Keyboard Shortcuts
Ctrl/Cmd + K: Open quick searchCtrl/Cmd + /: View keyboard shortcuts helpG + T: Go to transactionsG + A: Go to analyticsG + S: Go to settings
Using shortcuts can make it feel like youre flying around the dashboard, which is especially useful for power users who manage payments all day.
Customization Options
Dashboard Layout
Customize the dashboard so the information you care about most is always front and center.
Widget Configuration: Add, remove, or rearrange dashboard widgets based on your needs
Metric Selection: Choose which KPIs appear in your quick stats bar
Default Views: Set your preferred landing page and transaction list filters
Theme Settings: Switch between light and dark mode (user preference)
Role-Based Views
The dashboard automatically adapts based on your role, so each person sees a version of the product that matches how they work.
Admin Users: See all sections including organization settings and team management
Finance Users: Focus on reporting, reconciliation, and billing information
Operations Users: Emphasize transaction monitoring and customer support tools
Developers: Highlight API documentation, testing tools, and integration guides