Dashboard & Overview

**Menu:** Platform Admin → Operations → Dashboard

This page is for platform operators, finance managers, and support staff who need a single view of the entire ecosystem: customers, transactions, wallets, and acceptors.

Prerequisites

1. Admin account with view dashboard permission.
2. Core services (wallet, customers, acceptors) running on the server.
3. For meaningful numbers, at least some customers or transactions must exist.

Page layout

At the top: Management Dashboard title and data timestamp. Refresh reloads all cards.

If pending withdrawal requests exist, a yellow alert bar shows count and amount — click it to open withdrawals.

Typical stat cards:

• Total customers — with month-over-month change %
• Today's transactions (amount) — in local currency
• Total wallet balance
• Today's transaction count
• Active acceptors
• Total wallets

Left column (or below on mobile): Recent transactions — last eight rows with type, amount, status (success, pending, failed), and time. View all opens the full transaction list.

Right column: Quick access shortcuts to Customers, Acceptors, Transactions, Wallets. Below that, Status summary repeats pending withdrawal totals.

Step-by-step

1. After login, open Operations → Dashboard.
2. If a withdrawal alert appears, review it first — finance tasks often start here.
3. Scan stat cards; note any number that looks unusual vs. last week.
4. For transaction detail, use Recent transactions or View all.
5. Jump to a module via Quick access.
6. Before a meeting or report, click Refresh for fresh data.

Tips and common issues

• A full error page → try Retry; connection may have dropped briefly.
• All zeros is not always an error — new environments start empty.
• You cannot register customers or acceptors from the dashboard; use the dedicated pages.
• Missing change % on a card means insufficient comparison data.

**Menu:** Club Panel → Operations → Overview

The home screen for club managers and staff — stats and shortcuts for the club you are logged into: active acceptors, customers, orders, wallet balance, and more.

Prerequisites

1. Signed in to Club Panel with a valid role.
2. The selected club is the one you intend to manage.
3. Group admins see their group dashboard instead (pending members, invite codes, content).

Page layout

Standard club manager view:

• Colored banner with club name and “Overview of your club status and stats”.
• Four headline numbers: Active acceptors, Active customers, Wallet users, Orders.
• If an app is linked: Connected app & wallet card with app name.
• Grid of colored shortcut cards: Acceptors, Customers, Trades, Membership levels, Marketers, Supervisors, Regional managers, Orders, Wallets, Purchase credit, Fund, Project equity, Events, Notifications, Content, Services, App Builder — each with a count or badge.
• If wallets are active: Total wallet balance and Order total when applicable.

Group admin view:

• Cards: Pending approval, Active members, Rejected, Active invite codes.
• Recent membership requests with Approve / Reject.
• Shortcut to Member groups for full management.

Step-by-step

1. After login you usually land on Overview; otherwise open Operations → Overview.
2. Compare the four headline numbers with yesterday or last week.
3. Click a card to jump — e.g. Acceptors to approve a new shop.
4. If an app is linked, use the banner to open Application & Wallet.
5. On load errors, click Retry.

Tips and common issues

• Missing cards mean that option is not on the club subscription — check Option Store.
• “VIP” and “Active” on customer cards are separate metrics.
• Group admins cannot see club-wide acceptors or customers — only their group.
• Cards are shortcuts; editing happens on the target page.

**Menu:** Merchant Panel → Main menu → Dashboard

Acceptors with an online shop use this page for a first look at sales: product count, orders, and pending settlement.

Prerequisites

1. Acceptor approved and active.
2. Merchant panel password set by the club.
3. Logged in with the registered mobile number.

Page layout

• Greeting with merchant name.
• Refresh button.
• Four cards: Total products (active / pending), Total orders (pending / completed), Total sales, Pending settlement.
• Weekly sales chart — approximate view from aggregate stats.
• Recent orders with statuses: pending, paid, confirmed, preparing, shipped, delivered.
• Recent products with approval status: approved, pending, draft, rejected, suspended.

Step-by-step

1. Sign in with mobile and merchant password — dashboard is the default page.
2. Check Total orders; high “pending” → open Orders.
3. Products “pending approval” → Products menu.
4. Before requesting settlement, review Pending settlement.
5. Click Refresh for updated numbers.

Tips and common issues

• Weekly chart is approximate; use Settlements for official reports.
• “Pending” orders are unpaid — do not ship yet.
• “Rejected” products are hidden until fixed in Products.
• Data errors often clear with Refresh or re-login.

**Menu:** Currency Broker Panel → Main menu → Overview

Liquidity providers see live broker performance: settled volume, successful trades, pending items, and client credit.

Prerequisites

1. Broker account activated by platform admin.
2. At least one currency and pricing configured.
3. Valid broker panel login.

Page layout

• Title Overview — “Real-time broker performance summary”.
• Cards: Settled volume, Successful trades, Pending (awaiting approval or inventory), Client credit.
• Second row: Buy volume, Sell volume, Net cash flow, Supply count / clients (configuration-dependent).
• Recent trades list with currency, amount, status, channel.
• Shortcuts to Currencies, Inventory, Trades.

Step-by-step

1. Open Overview after login.
2. High Pending → check Trades or Inventory.
3. Read Net cash flow for buy/sell balance.
4. Open suspicious rows in the recent list.
5. Refresh before a platform review meeting.

Tips and common issues

• “Pending” is not the same as “cancelled”.
• Client credit is prepaid balance held by clients, not your inventory.
• All zeros usually means no trades yet.
• Change rates in Currencies & pricing, not on the dashboard.

**Menu:** User Portal → Bottom tabs → Home

For club members, the Home tab is the personal dashboard. Unlike admin panels, content is designed in App Builder and differs per club.

Prerequisites

1. Member signed in via app or portal.
2. App project linked to the club (otherwise an error message appears).
3. Club manager has defined at least one section on the home page.

Page layout

• Refresh at top to reload content and profile.
• Group services block (if member belongs to a group).
• Dynamic sections: banners, service lists, shortcuts — per club design.
• Empty state: “No content to display”.

Step-by-step

1. Open app or portal — Home is usually the default tab.
2. Tap banners or shortcuts to reach shop, wallet, or events.
3. If empty, use bottom tabs (Shop, Club).
4. Pull to refresh or tap Refresh.

Tips and common issues

• “App project not configured” → club has not linked an app; contact club support.
• Home is read-only for members.
• Portal vs. mobile differences may be cache — refresh both.
• Acceptor discounts live under Discounts (services drawer), not always on Home.

• Dashboard = snapshot + shortcuts; detail work happens in module pages.
• Five contexts: platform admin, club panel, merchant, broker, portal Home.
• Club cards depend on active subscription options.
• Always Refresh before reports or meetings.