Overview
When you log in to the Dashboard, you’ll land on the the Overview page. This page provides useful, at-a-glance information about activity on your account. Onboarding tasks may appear at the top of the page if you have not yet completed them.
Wallet balance
The wallet balance gives you fast insight into your current balance. Within the wallet balance snapshot, there are also buttons to Add funds to, or Cash out the wallet. Click the menu expansion to find Sweep settings or copy relevant IDs. Use the sweep settings to set up or manage sweeps for automated payouts.
The View transactions link will take you to the wallet transaction overview page.
Metrics
By default, the Dashboard will show you the last 30 days of activity. You can change the date range to see more or less activity.
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Total transfers: This is a snapshot of the total number of transfers created within your account within the selected date range. The transfer count is then broken down by status.
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Transfer volume: This is a snapshot of the total value of transfers created within the selected date range. For durations less than seven days, the volume is broken down by hour. Otherwise, the volume is broken down by day.
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New accounts: This is a snapshot of the number of accounts that have been created within the selected date range broken down by type (individual or business).
Test mode
If you’re still in test mode, the overview page will suggest actions to take, such as setting up test bank accounts and creating test transfers.