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Overview

Dashboard is what you land on after signing in — a single-page summary of your balance and activity, across one project or all of them, for whatever time window you pick. It’s a read-only view built for a quick “how am I doing” check; the pages you’d act on (create a link, withdraw, manage a project) are elsewhere.

The dashboard's Overview page: four balance/project stat cards, a filter bar, two trend charts, and two ranked lists of top payment methods and top projects
Card Meaning
Settled balance Funds that have finished settlement and can be withdrawn
Pending Funds from successful transactions still going through settlement
Total balance Settled balance plus everything still pending settlement
Projects How many active projects you have

These four aren’t affected by the filters below — they’re always your current, real-time balance, not a historical figure for a date range. See Settlement for how pending becomes withdrawable.

Three controls above the charts, all independent of each other:

The Period filter open, showing preset options (Last 7 days, Last 30 days, Last month, Last 6 months, This month, This year, Custom range) alongside a calendar for picking exact dates
  • Project — “All projects” by default; check one or more projects to scope everything to just those.

    The Project filter open, showing a checkbox list: All projects, then each individual project
  • Period — a preset (Last 7 days, Last 30 days, Last month, Last 6 months, This month, This year) or a custom range from the calendar.

  • vs. — what the percentage change next to each chart is measured against: no comparison, the previous period of equal length, or the same period last year.

    The comparison filter open, showing three options: None, Previous period, Previous year

Everything below the filters is built only from succeeded transactions in the selected project(s) and period:

  • Transaction volume and Transactions — daily trend lines for total amount and count, each with a percent change against your chosen comparison.
  • Top payment methods — methods ranked by transaction count.
  • Top projects by transactions — projects ranked by transaction count (hidden if you’ve filtered to a single project).
  • Transactions for the individual records behind these numbers.
  • Settlement for how settled balance becomes a withdrawal.