Introduction to Dashboard
The Dashboard is the first page in the Merchant Hub — a store overview of sales, payments, top products, and staff, with period filters, comparison, quick actions, and export.
What is the Merchant Hub Dashboard?
The Dashboard is the first page you see when you open the Merchant Hub. It greets you and gives a quick read on how your business is performing — sales, payments, top products, and staff — all on one page. Which widgets and metrics you see depends on your permissions: if your role doesn't grant a metric, the Dashboard tells you rather than showing it.
Choosing the period
Use the period selector at the top right to set the date range: Today, Yesterday, 7 Days, This Week, 30 Days, This Month, or This Year.
Turn on comparison to measure the current period against the previous period or the same period last year — each KPI then shows a percent-change badge so you can see what's up or down.
KPI cards
The headline metrics for the chosen period sit at the top — for example Gross Sales, Net Sales, Average Order, and Transactions — each with a percent-change badge against your comparison period.
Widgets
Sales Overview – how revenue trends across the period.
Top Products – best sellers by revenue.
Payment Methods – how customers pay.
Staff Sales – top performers, with sales per staff member (sales not yet attributed to staff are flagged).
Tax Breakdown – tax collected, grouped by tax group.
Outlet Comparison – sales across outlets, when you have more than one.
Recent Activity – your latest transactions (sales and refunds).
Quick actions
A Quick Actions area lets you jump straight into common tasks — Add product, Add customer, Invite team, Import data, and Open POS — without leaving the Dashboard.
Quick Start for new stores
A brand-new store sees a Quick Start banner: a short checklist to get you selling — create a product, add team members, activate card payments, and start selling. Dismiss it once you're set up.
Export and refresh
Export – use Download → Export as to save the Dashboard as CSV, XLSX, or PDF.
Refresh – pull the latest figures with Refresh data.
Frequently asked questions
Why don't I see a particular widget or metric? The Dashboard is permission-based — if your role doesn't grant a metric or widget, you'll see a note instead of the data.
Can I compare periods? Yes — turn on comparison to measure against the previous period or the same period last year.
What date ranges can I pick? Today, Yesterday, 7 Days, This Week, 30 Days, This Month, or This Year.
Can I export the Dashboard? Yes — use Download → Export as to save it as CSV, XLSX, or PDF.
Frequently asked questions
Why don't I see a particular widget or metric?
The Dashboard is permission-based — if your role doesn't grant a metric or widget, you'll see a note instead of the data.
Can I compare periods?
Yes — turn on comparison to measure against the previous period or the same period last year.
What date ranges can I pick?
Today, Yesterday, 7 Days, This Week, 30 Days, This Month, or This Year.
Can I export the Dashboard?
Yes — use Download → Export as to save it as CSV, XLSX, or PDF.