Payment processes in your business are a thousand-piece jigsaw puzzle you are trying to complete. Dashboard by Corefy is that final piece to snugly fit the blank space and make the overall picture perfect and understandable. Just sit back and admire the seamless flow of your transactions.
Status
Amount
Method
Transaction ID
Date
Search for necessary transactions by ID or external ID you supplied regardless of transaction origins. Get the results displayed in a convenient grid form and grouped by sections. Each of the results typically includes an amount, a merchant or deposit account name, transaction status, resolution, time, and date. By clicking on a search result, you'll be pointed to the actual transaction.
Manage all payment processes and configure your Corefy account from a single Dashboard. This powerful tool allows you to view all data, monitor your integrations, manage payments and refunds, respond to disputes, and many more.
June 2019
Payment method
Count
Amount
PayPal
Alipay
Stripe
Skrill
Neteller
paysafecard
Total
$ 14,669.30
June 2019
Payment method
Count
Amount
PayPal
Alipay
Stripe
Skrill
Neteller
paysafecard
Total
$ 14 669,30Get a real-time overview of your business efficiency. Monitor detailed analytics for all indicators of your turnover. Analyse financial flows to control and improve your business processes.
A feature-rich section in the Dashboard representing all your key business data aggregated at one point.
Total balance
$54,320.00
+4,5%
Jan, 2018 — Jan, 2019
Total balance
$62,000.00
+5,4%
Feb, 2018 — Feb, 2019
Total balance
$76,748.00
+6.01%
Mar, 2018 — Mar, 2019
Total balance
$58,100.00
+5.3%
Apr, 2018 — Apr, 2019
Total balance
$45,000.00
+3.5%
May, 2018 — May, 2019
Total balance
$79,231.00
+7,25%
Jun, 2018 — Jun, 2019
Total balance
$81,000.00
+7,5%
Jul, 2018 — Jul, 2019
Total balance
$49,570.00
+3,5%
Aug, 2018 — Aug, 2019
Total balance
$44,000.00
+3.8%
Sep, 2018 — Sep, 2019
Total balance
$47,100.00
+3.9%
Oct, 2018 — Oct, 2019
Total balance
$51,255.00
+4%
Nov, 2018 — Nov, 2019
Total balance
$35,000.00
+3.1%
Dec, 2018 — Dec, 2019
Total balance
$54,320.00
+4,5%
Jan, 2018 — Jan, 2019
Total balance
$62,000.00
+5,4%
Feb, 2018 — Feb, 2019
Total balance
$76,748.00
+6.01%
Mar, 2018 — Mar, 2019
Total balance
$58,100.00
+5.3%
Apr, 2018 — Apr, 2019
Total balance
$45,000.00
+3.5%
May, 2018 — May, 2019
Total balance
$79,231.00
+7,25%
Jun, 2018 — Jun, 2019
Total balance
$81,000.00
+7,5%
Jul, 2018 — Jul, 2019
Total balance
$49,570.00
+3,5%
Aug, 2018 — Aug, 2019
Total balance
$45,000.00
+3.85%
Sep, 2018 — Sep, 2019
Total balance
$47,100.00
+3.9%
Oct, 2018 — Oct, 2019
Total balance
$51,255.00
+4%
Nov, 2018 — Nov, 2019
Total balance
$35,000.00
+3.1%
Dec, 2018 — Dec, 2019
A double graph gives you detailed information at a glance. In addition to your current data, it automatically shows data for the corresponding previous time period. You'll have extensive insights and data into how your business is developing, and all the data you need to create year-over-year analyses, is readily available.
Key metrics overview
Monitor the key metrics to make well-informed decisions and help your business evolve.
Real-time metrics
Track the operational and analytical KPIs in real-time mode to identify gaps and pinpoint the areas of concern in your operations.
Predefined reports
Select any of our out-of-the-box reports or create a custom report to meet your specific business needs. Reports can be generated in a few clicks or automatically on a regular basis.
Alerts
Set and configure Alerts to be timely notified of reaching crucial figures or some error or malfunction occurring.
Export
Data file
Export as
All transactional data about payment and payout invoices can be filtered and exported in .csv or .xls format. You can write queries to generate highly customised reports without the need to use additional reporting tools.
You can use and combine any filters of your choice:
For advanced search and reporting, the Analytics section makes all your data available as an interactive SQL environment on the Dashboard.
Export
Data file
Export as
Allow or forbid access to particular data and tools to different members of your team, ensuring they access only the areas they need to do their work.
Be sure your revenue and data are protected.
Two-factor authentication. Two levels of verification add extra protection to your basic log-in procedure and restrict unauthorized access.
Sessions management. Check out the devices that have logged into your account in the sessions list. Revoke any session you do not recognise, if necessary.
Audit logs. Monitor all the security-related changes made by any user in your company account in the past two months.
Personalise the Dashboard in compliance with your individual preferences.
Time zone. Set your time zone to see the precise time of all transactions and connections.
Language. Choose the language you want to operate your Dashboard in and keep records.
Define the date & time format. Set the format of date and time suitable for your preferences or local requirements.
Chronologically ordered lists of notable changes.
Activity logs. Look through all actions that are logged with the IP and username of the performing user for full transparency, visibility, and control.
Transactions timelines. See the timeline of events concerning each transaction.
Revisions. Monitor the data about current and previous versions of routing schemes. Keep track of all the edits made to a particular entity throughout its lifetime and roll back to a certain version when necessary.
Get account balances and access monthly reports hassle-freely in our Telegram bot. Quickly check balances for every account you have with Corefy on the go, when and where you need it, without even leaving a messenger.
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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.
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 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.
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 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.
