--- title: About Dashboard description: Overview of the Razorpay Dashboard home page with key features including payments overview, insights, and product recommendations for managing your payment operations. --- # About Dashboard The Dashboard Home page serves as your central command center for managing payment operations on Razorpay. It provides a comprehensive overview of your account status, recent payment activity, key insights and personalised product recommendations to help you optimise your payment infrastructure. The Dashboard offers a wide range of features, such as: - **Analytics** and **real-time charts** that provide valuable insight into your business performance. - List of **recent activities** that may require your action. - **Configure, operate, and manage** your Payment Gateway (PG) account and other Razorpay products. - An overview of recent **payments, settlements and refunds**. > **INFO** > > > **Handy Tips** > > > > You must have a Razorpay account to access the Dashboard. Do not have a Razorpay account? [Set up a Razorpay account](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/set-up.md). > > > > Dashboard account to access the Dashboard. > > > > > > ## Key Sections of Payments Dashboard Home Page ### AI-Powered Assistant The dashboard features an AI assistant that greets you personally and provides contextual help. You can ask questions or search for anything related to your Razorpay account using the search bar. The assistant also offers quick actions like: - Show me all recent failed payments - Check the status of (refund ID / RRN) - Lookup payment from screenshot ### Account Overview The overview section displays critical account information at a glance: - **Current Balance**: Shows your available account balance. - **Last Settlement**: Displays recent settlement information including amount and processing status. - **Settlement Details**: Shows when funds were deposited to your bank account with links to view all settlements. ### Key Updates This section highlights important account updates and new features: - **Feature Announcements**: Notifications about newly enabled features like international payments. - **Action Items**: Important updates that may require your attention ### Payments Overview A comprehensive view of your payment activity over a selected time period (default: last 7 days): - **Collected Amount**: Total amount successfully collected. - **Refunds**: Total amount refunded to customers. - **Orders**: Total number of orders processed. - **Interactive Chart**: Visual representation of payment trends with date-wise breakdown. - **Time Period Selection**: Customisable date range picker for detailed analysis. ### Top Insights Key performance metrics displayed in an easy-to-scan format: - **Payment Count**: Total number of payment attempts in the selected period. - **Payment Failure Count**: Number of failed payment attempts. - **Refund Count**: Total refunds processed. - **Refund Failure Count**: Number of failed refund attempts. Each metric includes a **View Details** link for deeper analysis. ### Payment Method Split Visual breakdown of payment methods used by customers: - **Credit Cards**: Number of credit card transactions. - **UPI**: UPI transaction count. - **Netbanking**: Netbanking payment attempts. - **Others**: Other payment methods (wallets and so on.) Displays both numerical data and a pie chart visualisation for quick understanding of customer payment preferences. ### Products for You Personalised product recommendations based on your business needs: - **Cross Border Payments**: Accept payments from 200+ countries with multi-currency support (USD, EUR, AED, SGD) - **QR Code**: Generate branded QR codes for contactless payments. - **Payment Links**: Create shareable payment links for email, text and social media. - **Razorpay POS**: Seamless payment acceptance solutions for physical stores. Each product card includes brief descriptions and visual previews of the functionality. ## Key Tabs of Payments Dashboard Following are the key tabs of the Payments Dashboard. ### Transactions Given below are the tabs present under Transactions and the supported actions: Tab | Actions --- Payments | - [Manually capture a payment](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payments/dashboard.md#manually-capture-payments) - [Issue full and partial refunds](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payments/dashboard.md#issue-a-refund) - [View details of a payment](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payments/dashboard.md#view-payment-details) --- Refunds | [View details of a refund](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/refunds/view.md) --- Orders | [View details of an order](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/orders/dashboard.md#view-order-details) --- Disputes | [View a list of disputes raised](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/disputes/dashboard.md#view-disputes) --- Success Rate | [View Success Rate of payments and its details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payments/success-rate-analytics.md) ### Settlements Given below are the actions supported for Settlements: - [Enable a Settlement placed on Hold](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/settlements/dashboard.md#enable-settlements-placed-on-hold) - [View details of a settlement](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/settlements/dashboard.md#view-settlements-using-dashboard) - [View detailed breakup of a settlement](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/settlements/dashboard.md#settlements-break-up-description) ### Reports Given below are the actions supported for [Reports](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/reports.md): - [Download a Report](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/reports.md#download-reports) - [Increase report generation limit](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/reports.md#limit-on-reports) ### Account & Settings Given below are the [Account & Settings](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings.md) sections and supported actions: Tabs and Actions --- **Website and app settings** - [Add or update business website/app details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/business-website-details.md) - [Generate or regenerate API keys](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/api-keys.md) - [Configure Webhooks](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/webhooks.md) --- **Business settings** - [Update account details such as email, phone and more](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/account-details.md) - [View business details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/business-details.md) - [Add or update customer support details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/customer-support-details.md) - [View account activation details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/activation-details.md) - [Raise support ticket](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/support-tickets.md) - [Manage team](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/manage-team.md) --- **Payments and refunds** - [View and add credits](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/credits.md) - [View and add balances](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/balances.md) - [Set reminders for Payment Links](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payment-links/reminders.md) - [Update transaction limits](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/transaction-limits.md) - [Configure payments capture and refund settings](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/capture-refund.md) --- **Bank accounts and settlements** - [Update bank account details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/bank-account-details.md) - [View settlement details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/settlement-details.md) --- **Notification Settings** - [Configure email settings](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/email-sms-whatsapp.md#manage-email-notifications) - [Configure SMS settings](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/email-sms-whatsapp.md#manage-sms-notifications) - [Configure WhatsApp settings](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/email-sms-whatsapp.md#manage-whatsapp-notifications) --- **Checkout Settings** - [Configure branding-related settings for Checkout](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/checkout-styling.md) - [Configure flash checkout settings](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/checkout-features.md#flash-checkout) - [Configure mandate summary page](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/checkout-features.md#mandatory-summary-page) - [Check eligibility for Razorpay Trusted Business badge](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payment-gateway/features/trusted-business.md) --- **International Payment Settings** - [Generate FIRS certificate](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/firs.md) - [Configure international payment codes (purpose code, IEC code, HS code)](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/international-payment-codes.md) --- **Payment Methods** - [Request for and manage payment methods](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/dashboard/account-settings/payment-methods.md) ### Payments Products Given below are the payments products and the supported actions: Product | Actions --- Offers | [Create and manage offers](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/offers/create.md) --- Invoices | [Create and manage Invoices](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/invoices/create.md) --- Payment Button | [Create and manage Payment Button](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payment-button.md) --- Payment Links | [Create and manage Payment Links](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/payment-links/create.md) --- Route | [Create linked accounts and transfer funds](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/route.md#get-started) --- Subscriptions | [Create and manage Subscriptions](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/subscriptions.md) --- Smart Collect | [Create and manage Virtual Accounts](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/smart-collect.md) ### Customers Given below are the actions supported for Customers: - [Create a Customer](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/customers.md#create-a-customer) - [Edit Customer Details](https://raw.githubusercontent.com/razorpay/markdown-docs/master/payments/customers.md#edit-customer-details)