Dashboards

Dashboards your
team controls

Build payment dashboards that match how your business actually operates. Start with live payment data, customize the view, save it for your team, or ask Perfect Assistant to build a new dashboard from a prompt.

dashboards-demo.mp4
Payment Intelligence

Your payments operation, visible in seconds.

PerfectPay dashboards give operators, finance teams, and founders a clear view of payments, refunds, approval rates, processor performance, and revenue movement without waiting on custom reports.

live payment dashboard
Live Perfect Pay payment dashboard showing Key Metrics: total payments, success rate, total revenue, plus payment health analysis and success rate guide tiles
Capabilities

Everything useful. Nothing rebuilt twice.

Move from default reporting to team-specific payment workspaces without leaving PerfectPay.

Customize the view

Resize KPI cards, add the metrics your team tracks, and reorganize the dashboard around the questions operators ask every day.

No BI backlog

Save under My Dashboards

Every useful customized view becomes a reusable dashboard, separate from the default views and ready for the team to revisit.

Persistent workspaces

Ask AI to build it

Describe the dashboard you want in plain English. Perfect Assistant proposes the layout, then saves it with the rest of your dashboards.

Prompt to dashboard
Customize

Move fast without losing the numbers.

Resize KPI cards. Add new payment tiles. Reorganize the dashboard around the questions your team asks every day. No spreadsheet exports. No BI backlog.

resize KPI cards
add a new KPI
new KPI populated
My Dashboards
My Dashboards page showing Revenue Refunds and Dashboard from Payment Overview as saved workspaces, plus an Insights Library of curated dashboards
Saved Workspaces

Every useful view becomes a dashboard.

When you customize a dashboard, PerfectPay saves it under My Dashboards. Teams can return to the same operating view instead of rebuilding filters, tiles, and layouts from scratch.

Perfect Assistant

Need a new dashboard? Just ask.

Perfect Assistant turns plain-English requests into dashboards. Ask for revenue compared to refunds, processor performance, or payment health, then approve the result and keep working.

Example prompt

Build a dashboard comparing revenue to refunds for Northern Outfitters.

AI creates a dashboard

See it for yourself.

Start with live payment data. Customize the dashboard. Ask AI to build the next one.

Stop overpaying.
Start settling instantly.

Join the merchants, platforms, and developers switching to smarter payments infrastructure.