Dashboard: how this screen works
The Dashboard is the first screen you see after signing in. It shows your sales, your customers and how your door payments go, for the period and sales channel you pick. The numbers update live while orders come in. This guide explains every part of the screen from top to bottom.
What you see on this screen
Live updates (top right): the green dot means new orders and payments appear by themselves. When it shows Reconnecting, the live link is restoring; the numbers stay correct, they just refresh a bit later.
Refresh (the round arrow): reloads all numbers right away.
Key figures: six cards with the most important numbers for the period.
Charts and lists: revenue over time, the conversion funnel, payment follow-up, top regions, top products, paid orders, new customers and the customer split.
What happens after the scan? (bottom): how shoppers pay at the door.
Choose the period and sales channel
Period buttons: 1D (today), 7D (last 7 days), MTD (month to date), 1M (last month), 3M, 6M, YTD (year to date), 1Y (last year) and ALL (all time). Hover a button to see its full name.
Custom period: opens a calendar. Click a start date, then an end date, and press Apply. Use clear to start over. The X next to Custom period goes back to the period buttons.
All channels: pick one merchant channel (sales channel) to see only its numbers, or keep All channels. You can type to search.
Under the buttons you see the chosen period with its start and end date. All amounts are in EUR.
Good to know: the Dashboard remembers your period and channel the next time you open it in this browser.
The key figures
Revenue: paid order revenue. It counts payments made in this period, also for orders created earlier.
New orders: orders created in this period.
Paid orders: confirmed payments in this period.
Average order value: revenue divided by the number of paid orders.
Refund rate: refunds as a share of paid and refunded orders.
Cancellation rate: cancellations as a share of created, paid and cancelled orders.
Click any card to see how the number is calculated. From there, Transactions opens your orders list (when your role allows it).
When there are no paid orders in the period, a message No paid orders in this period appears with a Last year button to look further back.
Revenue performance and conversion funnel
Revenue performance: a line for revenue, a dashed line for the Previous period (the same length of time just before) and bars for Paid orders. The percentage shows the change vs previous equal period. Switch between Day, Week and Month to group the chart. Scroll inside the chart or drag the slider below it to zoom in on a part of the period.
Conversion funnel: how many status events happened in the period: Created, Pending, Paid, Refunded and Cancelled (and Data only when you have those). Paid share is the part of all events that were payments. One order can count more than once, for example first Created and later Paid.
Payment follow-up
This bar shows unpaid orders that need your attention right now, across all dates (it does not follow the period buttons):
Shipping labels · 7+ days: orders with a shipping label that are still unpaid 7 days or more after the label was made.
Payment only · 7+ days: payment requests without shipping that are still unpaid 7 days or more after they were created.
Delivered, still unpaid: at least one parcel was delivered, but the order is not paid yet.
Click a row to open the Transactions list filtered on exactly those orders, so you can follow up (when your role allows Transactions).
Top regions and top products
Top regions by revenue: a map with your revenue per country and a ranking next to it. Use the globe icon for the Revenue map or the list icon for the Revenue ranking only. Click a country to zoom in on its postcodes; click a postcode to highlight it. All countries takes you back. Postcode locations on the map are estimated, and country totals are added up, never single customer addresses.
Top products: your 10 best sellers in the period. Sort by Units sold or Revenue, and use the chart icon to switch between a list and a bar chart. Click a product to open it in the Product Catalog in a new tab (when your role allows products).
Paid orders, new customers and customer split
Paid orders: your paid orders over time, with the change compared with the previous equal period.
New customers: shoppers who paid for the first time, over time and per country.
Customer split: the unique shoppers with a paid order in the period, split into Returning and New. Shoppers are recognised by their email address.
What happens after the scan?
This part is about the moment a shopper scans your QrX code at the door:
Payment packages paid: the share of payment requests and delivered-but-unpaid cases that were paid.
Average door payment time: how many seconds a shopper needs to pay after scanning. Only completed payments of up to 5 minutes count.
Customer rating: the average score (out of 5) shoppers gave after paying, and how many gave one.
For a merchant user in a fulfilment account, all dashboard figures, including payment packages, payment time and customer ratings, are limited to the channels assigned to that merchant. All channels means all of your assigned channels. The fulfilment company can see the combined figures for its account.
Tips and common questions
"Failed to load. Please try again.": a part of the Dashboard could not load. Click Retry in that card.
"No previous comparison": there was no revenue in the previous equal period, so there is nothing to compare with.
A very large percentage: the previous period had only a few orders, so a normal period looks like a big jump. Pick a longer period for a fairer comparison.
"Location unavailable on map": QrX could not place that postcode on the map. It is still counted in the ranking.
A product does not open: the product is not linked to your catalog, or your role cannot open products.
The numbers differ from the Transactions list: the Dashboard counts payments by payment date, so an order created last month and paid this month counts as revenue this month.
Need help? Click Chat at the bottom of the Help Center.