Dashboard overview

If you're new to Verofy® Cloud, let us show you the ropes! 

Here's a handy guide to show you where to find everything you'll need, straight from the dashboard.

1 - Location selector:
If you have multiple locations, you can filter to each location here. By default, the main location will always show, the others can be selected from the drop down list. Dashboard, Transaction and Settlement data is relevant to the location selected. 

2 - Transactions:
Here you can view your real time transactions and see transaction data from a specified date range. 

3 - Settlements:
Here you can view your settlements, see breakdowns and download PDF or excel files with the information.

4 - Pay:
If you have any vPayment products (Verofy® Virtual Terminal or Verofy® PayLinks), here's where you can access them. 

5 - Message centre:
If you need to contact us for support, you can use the message centre. From here, you can raise support requests. You can still call us if you prefer - on 0330 460 4672 and our support team will be happy to help. 

6 - Notification:
The notification bell lets you know when something happens, like when your settlement has been calculated and settled. Within the notification bell, you can access notification settings to decide which notifications you want to receive and how. Some notification settings are mandatory and cannot be changed, but you have control over the rest. 

7 - Settings:
From here, you can add, search for and manage users, set your preferences for notifications and see your login history. 

8 - Help:
The help button directs you here, to the Verofy® support hub. 

9 - User profile:
The user profile is identified by the first initial of your name in a circle at the top right of the screen. From here, you can edit your profile details including email address, and phone number or change your PIN. You can also access your account settings, where you can find your business information, trading information, and document vault. From here, you can update your bank details. 

10 - Trading name:
This displays the trading name of the location you're viewing. 

11 - Business overview widget:
This widget shows the weekly trend of your gross sales, settlements and refunds. 

12 - Daily net turnover widget:
This widget shows the weekly trend of your daily net sales. 

13 - Monthly turnover widget:
This widget shows your monthly gross sales and refunds for the last 6 months. 

14 - Daily transactions widget:
This widget shows you how many transactions you've taken per day, over the last week

15 - Monthly transactions widget:
This widget shows you how many transactions you've taken per month, over the last 6 months.

16 - Monthly average transaction value widget:
This widget shows the average value of transaction you took per month, over the last 6 months. 

17 - Monthly transactions by card type widget:
This widget shows the card type split of your transactions per month, for up to the last 6 months. 

18 - Edit Dashboard:
This button allows you to hide, resize or rearrange widgets based on your business needs - giving you control of what's important.