A single payment dashboard for all processes

The payment dashboard is a feature-packed interface to operate payment and payout workflows provided to a business customer by their payment platform. It is designed to enable convenient access to management, monitoring, analytical, and reporting tools. It also allows viewing and configuring your account settings and connecting available integrations.

How it works?

Being an interface, or a web application, a dashboard epitomises a single access point to all the payment processes for your team.

At Corefy, we create and set up an account for our customer’s organisation as part of the onboarding process. We provide all the information, tutorials, and assistance as customers and their team start using it. Then, they can view and use their dashboard autonomously and request help from a dedicated Account Manager assigned to them by Corefy. The solution gets automatically updated by us, so you don’t need to involve developers in maintaining it.

A payment gateway dashboard is a handy tool for all things payments. The key benefits of such a solution are multipurposeness, transparency, accountability, and security. Let’s dig into real dashboard use cases and specific tasks examples to see what stands behind these appealing words.

What’s it for?

• Improved daily workflow. It allows you to turn previously resource-draining operational processes into actions you can complete automatically or in a few clicks, be it payment invoices creation, receipts generation, or refunds making. It is especially useful for businesses working with multiple payment service providers.
• Configuring your account. Rich settings allow you to tailor the dashboard to your specific business needs easily. You can connect and disconnect ready-made providers and acquirers integrations by clicking a mouse, without developers’ help. You can also instantly enable or disable payment options displayed on your checkout. It is completely secure, thanks to the opportunity to manage roles and permissions and reliable user verification.
• Transaction data collection and visualisation. Information on every transaction is available for you to view in real time. With this data, you can create useful and beautiful charts or smart objects to make it easily digestible.
• Reporting and analytics. Your team members can say goodbye to working hours on reports and handpicking relevant data. With Corefy, you can generate reports with almost any information set for any period of time. There are multiple presets and an option to generate a custom report alongside various export options.

One of the low-key but valuable dashboard’s advantages is that it allows viewing and monitoring your payment flow in real-time mode. By clicking on any payment invoice or payout request, you can see its current status, available customer details (masked if sensitive), operational info about payment flow and method involved, etc.

Proactive monitoring allows you to evaluate your performance and take data into account to improve it. It’s an excellent resource for growth.

Additionally, you can opt-in for notifications of reaching crucial figures. It helps to take action faster if something goes wrong. Just look for the Alerts button in the settings.

Another powerful payment dashboard features are reporting and analytics capabilities. Having all your transactional data from various sources gathered in one place is a perk itself, but the chance to turn it into actionable insights is much more valuable.

What has been a challenging, tedious and time-consuming task is now a piece of cake. Corefy enables the automatic creation of out-of-the-box reports (transactional, balance, turnover, income, conversion, and many others), as well as custom ones based on specific parameters: requisites, customers, storefronts, accounts, currencies, amounts, payment and payout methods, etc.

Moreover, all the data can be visualised into graphs, charts, and smart objects for convenience and presentation purposes.

We’ve also integrated an SQL environment into our dashboard to enable advanced search and give you more opportunities to solve your business tasks.

Different export options make it easy to get a .csv or .xls file for use outside the platform. The system also allows setting the maximum number of lines you want your file to have.

Corefy provides everything needed to create business analysis documents effortlessly.