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Understanding Your Dashboard 📊

Your PayRequest dashboard is mission control for your entire billing operation. This comprehensive guide will help you navigate every section and understand how to leverage each feature for maximum efficiency.
Dashboard Access: Your dashboard is available 24/7 at dashboard.payrequest.io Mobile Friendly: Access all features from any device with responsive design

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🎛️ Dashboard Overview

When you log into PayRequest, you’ll see a clean, organized interface designed for efficiency and clarity.

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Top Navigation Bar

PayRequest Logo

Click to return to the main dashboard from anywhere in the platform

Search Bar

Quickly find customers, orders, invoices, or products across your entire account

Notifications

Stay updated on new orders, payment failures, and important account activities

Profile Menu

Access account settings, team management, and logout options
The left sidebar provides access to all major sections of your PayRequest account:

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🎯 Dashboard Home Deep Dive

Your dashboard home provides a comprehensive overview of your business performance:

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Key Metrics Cards

💰 Revenue Metrics

Today’s Revenue: Real-time daily earnings Monthly Recurring Revenue (MRR): Predictable income stream Growth Rate: Month-over-month percentage change Average Revenue Per User (ARPU): Customer value metrics

📈 Activity Indicators

Active Subscriptions: Currently billing customers New Signups: Recent customer acquisitions Payment Success Rate: Transaction reliability Churn Rate: Customer retention metrics

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Recent Activity Feed

Monitor your business pulse with real-time activity updates:
  • New Orders: Customer purchases and order values
  • Payment Events: Successful payments and failures
  • Subscription Changes: Activations, pauses, and cancellations
  • Customer Actions: Profile updates and portal usage
  • System Notifications: Important platform updates

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Quick Actions

Access frequently used features directly from your dashboard:
1

Create New Product

Launch the product creation wizard with one click
2

Add Customer

Quickly add new customers to your database
3

Generate Invoice

Create manual invoices for one-off charges
4

View Failed Payments

Address payment issues requiring immediate attention

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🔍 Search and Navigation

The dashboard search bar is your gateway to finding anything quickly: Search Capabilities:
  • Customers: Find by name, email, or company
  • Orders: Search by order number or customer
  • Invoices: Locate by invoice number or amount
  • Products: Find by name or SKU
  • Transactions: Search by payment reference
Search Tips:
  • Use partial matches for broader results
  • Combine multiple terms for specific searches
  • Use quotation marks for exact phrase matching
  • Filter results by type using dropdown options
Always know where you are with clear breadcrumb trails:
  • Dashboard → Customers → Customer Profile
  • Dashboard → Products → Edit Product
  • Dashboard → Settings → Payment Providers

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📱 Mobile Experience

Your PayRequest dashboard is fully optimized for mobile devices:

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Mobile Navigation

  • Collapsible sidebar: Swipe to reveal navigation menu
  • Touch-friendly interface: Large buttons and easy scrolling
  • Responsive tables: Horizontal scroll for detailed data
  • Quick actions: Floating action buttons for common tasks

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Mobile-First Features

  • Push notifications: Stay informed on mobile devices
  • Offline viewing: Access cached data without internet
  • Quick payments: Process payments on the go
  • Customer lookup: Instant access to customer information

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🎨 Customization Options

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Dashboard Themes

  • Light Mode: Clean, bright interface for daytime use
  • Dark Mode: Easy-on-eyes design for extended sessions
  • Auto Mode: Switches based on system preferences

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Widget Customization

  • Rearrange metrics: Drag and drop dashboard cards
  • Hide/show sections: Customize your dashboard layout
  • Set default views: Configure your preferred starting page
  • Custom date ranges: Set default reporting periods

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🔔 Notifications and Alerts

Stay informed with intelligent notification system:

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Notification Types

Business Alerts

  • Failed payment notifications
  • Subscription cancellation alerts
  • Revenue milestone achievements
  • Security and compliance updates

Customer Activity

  • New customer registrations
  • Subscription upgrades/downgrades
  • Customer support requests
  • Payment method updates

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Notification Settings

  • Email notifications: Configure which events trigger emails
  • In-app alerts: Customize dashboard notification preferences
  • Mobile push: Enable mobile app notifications
  • Slack integration: Send alerts to team channels

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🚀 Pro Tips for Dashboard Mastery

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🎓 Next Steps

Now that you understand your dashboard, explore these advanced features:

Payment Processing

Learn about payment methods, providers, and processing options

Product Management

Master product creation, pricing strategies, and custom fields

Customer Management

Discover customer relationship tools and automation features

Analytics & Insights

Dive deep into business analytics and reporting capabilities

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📞 Need Help Navigating?

Video Tutorials

Watch step-by-step dashboard walkthroughs

Live Chat Support

Get instant help with navigation questions

Feature Requests

Suggest dashboard improvements and new features
Power User Tip: Bookmark frequently accessed pages and use keyboard shortcuts to navigate your dashboard like a pro. The more you use PayRequest, the more efficient your billing operations become!