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Merchant Services Dashboard

October 29, 2025

Description

An overview of the Merchant Services account dashboard in online banking

What's in this article?

The Merchant Services Dashboard provides a quick view of your sales activity, authorization, processed sales, activity by card network, and trends. The Dashboard appears when you select either the relationship- or location-level account from your Accounts page in online banking. The Dashboard view can be filtered by date (today, last 7 days, last 30 days) using the dropdown list in the top right corner.

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Sales Performance

The Sales Performance view shows the number of transactions for a given day or group of days. If you mouse over the column, the total sales for that day/day group appear.  Clicking full analysis will open the  Activity view of your Sales reports.

merchant services dashboard sales performance

Authorizations

Shows the transaction authorization decline and approved rate and the total number of authorizations for the time period selected.

merchant services dashboard authorizations

Recent Processed Sales

Displays the last ten transactions processed, showing the card network, date, time, and amount.

merchant services dashboard recent processed sales

Distribution by Card/Payment Network

Displays the number of transaction per card network, showing the total value as well as the percentage per card network of the total transactions for that client. 

merchant services dashboard distribution by card network

Transaction Trends

Shows the transaction value or volume by date for the selected time period. Select Values or Volume from the Values dropdown.

merchant services dashboard transaction trendsYou can also view the highest and lowest transactions by value or by average value per day.

merchant services dashboard high low and average per day

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