How to Navigate and Make the Most of Your Nuvei Merchant & Partner Portal Dashboard

What is the Merchant & Partner Portal Dashboard?

Key Features:

• Payment Processing Management: Effortlessly track sales, refunds, and chargebacks across various channels. The dashboard provides real-time updates, allowing merchants to stay informed about their daily revenue, transaction frequency, and potential disputes.
• Comprehensive Reporting: Generate detailed reports to analyze transaction patterns, revenue generation, customer behavior, and overall business performance. This feature supports customized filtering options, enabling merchants to review performance over specific time periods and export data for further analysis.
• User Access Control: Securely manage access levels for authorized users with customizable permission settings. This feature ensures that only designated personnel have the ability to access sensitive information or make critical adjustments to account settings.
• API Documentation: Provides seamless integration with other financial systems and third-party applications. Developers can access comprehensive API documentation for advanced functionality, allowing businesses to enhance their payment processing infrastructure.
• Risk Dashboard: Actively monitor disputes and address them promptly to minimize revenue losses. Merchants can view dispute statuses, retrieve request cases, and implement best practices to resolve chargebacks effectively.

Accessing the Merchant & Partner Portal Dashboard

How to Log In and Set Up Your Account

1. Visit the URL: merchantdashboard.yourplatform.com
   • Ensure you are using a secure and reliable internet connection before accessing the dashboard.
   • Bookmark the URL for quick and easy access in the future.
2. Log In: Enter your existing email address and password.
   • Double-check for typos or errors before proceeding.
   • If you have forgotten your password, use the "Forgot Password" link to reset it.
   • Ensure you are using the most recent version of your browser for optimal performance.
3. Creating a New Account:
   • If it's your first time using the portal, select the “Create New User” option.
   • Validate your email address and set your password by following the instructions sent to your inbox.
   • Make sure to check your spam or junk folder if you don't see the validation email right away.
   • Choose a password that is strong and unique, avoiding common words and sequences.
   • After setting your password, log in to the dashboard to complete the setup process.

Security Tips:

• Ensure your password is strong and unique, containing a combination of uppercase and lowercase letters, numbers, and special characters.
• Enable multi-factor authentication (if available) to add an additional layer of security to your account.
• Regularly update your password, preferably every 3 to 6 months, to prevent unauthorized access.
• Avoid using public or unsecured Wi-Fi networks when accessing your account.
• Log out of the portal after each session, especially when using shared or public devices.

Understanding the Dashboard Interface

Overview of the Dashboard

• The dashboard displays essential metrics critical to understanding your business’s performance, such as:
  • Volume: This metric represents the total number of sales transactions processed within a specified timeframe. Monitoring transaction volume helps you identify peak business periods and gauge overall sales growth.
  • Transactions: This field reflects the total revenue generated from all sales transactions. By regularly analyzing transaction totals, you can track your business’s profitability and compare performance across various timeframes.
  • Income: This is your net earnings after deducting refunds and fees. It offers a clear picture of your actual revenue generation and assists you in optimizing your financial strategy.
  • Refunds: This metric displays the total refund volume processed during the selected period. Keeping track of refund rates helps you identify potential issues with products or services that may require improvement.
  • Chargebacks: This shows disputed revenue by customers, providing insight into transaction disputes that need resolution. Minimizing chargebacks is essential for maintaining positive cash flow and ensuring high customer satisfaction.
  • Daily, Weekly, and Monthly Trends: The dashboard’s graphical representation of key metrics allows you to compare performance over various timeframes, making it easier to spot patterns and identify areas that require attention.
  • Comparison Tools: Utilize comparison tiles to evaluate current performance against previous periods. This feature provides percentage changes and revenue differences, making it simpler to identify growth opportunities or areas requiring improvement.

Key Features of the Dashboard

1. Transaction Period Selection:
   • Located in the upper-right corner of the dashboard interface, this feature allows you to seamlessly select and compare various transaction periods such as daily, weekly, monthly, or custom date ranges.
   • Comparing performance over different timeframes provides valuable insights into seasonal trends, promotional effectiveness, and customer behavior.
   • Using this feature effectively helps merchants pinpoint fluctuations in revenue, identify recurring chargebacks, and establish patterns that may require adjustments to marketing or operational strategies.
2. Performance Summary:
   • Provides a highly visual representation of key metrics through graphs, charts, and numerical summaries.
   • The Performance Summary acts as your business's health report, allowing you to quickly identify areas of growth, decline, or concern.
   • Analyzing performance summaries over extended periods helps detect anomalies and take proactive measures to maintain profitability.
   • Offers customization options to display only the most relevant data points, enhancing efficiency in decision-making.
3. Card Insights:
   • Offers a detailed breakdown of the various payment methods used by customers, including credit cards, debit cards, and alternative payment methods like digital wallets.
   • This feature provides merchants with a comprehensive understanding of customer preferences, highlighting the most popular cards or payment methods for strategic planning.
   • By monitoring card usage patterns, merchants can tailor their marketing efforts and payment options to better suit customer preferences, increasing conversion rates and enhancing user satisfaction.
4. Comparison Tiles:
   • Compare current performance against previous periods to detect growth trends or areas requiring improvement.
   • Displays revenue differences and percentage changes for each selected period, making it easy to identify patterns and implement data-driven strategies.
   • Merchants can use comparison tiles to evaluate the effectiveness of marketing campaigns, promotional offers, or operational changes.
   • Visual indicators such as arrows and color-coding further enhance the user experience by making performance trends easily identifiable.

Managing Batches and Funding

Batches

• The Batches section provides merchants with the ability to view and manage all transactions processed within a specific batch. This includes detailed data related to:
  • Batch Numbers: Unique identifiers assigned to each batch of transactions, enabling merchants to track payments accurately.
  • Terminal IDs: Identifiers for each terminal used in the transaction process, helping businesses differentiate between sales points.
  • Sales: The total volume of sales transactions included within the batch, displayed as both a cumulative total and broken down per transaction.
  • Refunds: A detailed view of all refunds processed during the batch period. Merchants can identify which transactions were refunded and why, making it easier to address customer concerns and minimize revenue loss.
  • Net Totals: A calculated figure representing the total revenue after deducting all refunds and fees from the sales volume. This metric provides an accurate snapshot of batch profitability.
• Use filters and customizable columns to organize data efficiently and tailor the display to suit your analysis needs. This flexibility is particularly useful when processing large volumes of transactions or comparing performance metrics across multiple locations or time periods.
• Merchants can export batch data to Excel or CSV format for deeper analysis or record-keeping purposes.

Funding

• The Funding section provides a comprehensive summary of all funding events processed for the current month, offering a clear view of when and how revenue is deposited into your account.
• Merchants can click on individual batches to access detailed information, including transaction fees, processing timelines, and settlement statuses.
• Funding summaries include:
  • Funding Amounts: The total revenue deposited per batch after all deductions.
  • Processing Fees: Itemized breakdown of fees applied to transactions within the batch, allowing businesses to monitor costs and optimize pricing strategies.
  • Settlement Dates: Displayed timelines for when funds are expected to reach your account, enabling better financial planning and cash flow management.
  • Discrepancy Reports: In cases where transaction totals do not match expected amounts, merchants can generate discrepancy reports for investigation and resolution.
• Detailed filtering options allow merchants to compare funding events across various timeframes, ensuring accurate financial reconciliation.

Handling Transactions, Authorizations, and Disputes

Transactions & Authorizations

• The Transactions & Authorizations section provides merchants with the ability to view, filter, and analyze all transactions processed within the current month.
• Advanced filtering options allow you to sort transactions by date, amount, status, payment method, or terminal ID, providing detailed insights into transaction patterns.
• Merchants can customize the display by adjusting columns to focus on specific metrics that matter most to their operations.
• The data export feature allows merchants to download transaction reports in various formats (CSV, Excel) for in-depth analysis, auditing, or record-keeping.
• This section also supports transaction reconciliation, helping businesses cross-check sales data with batch reports for accuracy and efficiency.

Disputes

• The Disputes section offers a comprehensive tool for tracking chargebacks, retrieval requests, and other dispute-related cases.
• Merchants can view critical details such as:
  • Case Numbers: Unique identifiers for each dispute, essential for tracking and communication.
  • Dispute Types: Classification of disputes, including fraud, customer dissatisfaction, or duplicate transactions.
  • Status Monitoring: Track the progress of each dispute, including pending, resolved, or escalated cases.
  • Item Details: Review the specific transaction in question to gather all relevant information for effective dispute resolution.
• Best Practices for Handling Disputes:
  • Respond Promptly: Ensure disputes are addressed within the required timeframe to avoid automatic loss of revenue.
  • Provide Documentation: Gather all relevant documents, including receipts, invoices, or communication logs, to support your case.
  • Monitor Statuses Regularly: Regularly check the dispute dashboard for updates and respond to inquiries as needed.
  • Implement Preventative Measures: Utilize data insights to identify recurring issues and improve customer service or fraud prevention strategies.

Downloading Statements and Managing Users

Statements

• The Statements section provides a centralized location where merchants can access comprehensive monthly statements in PDF format. These statements offer a detailed overview of all financial activity, including revenue, refunds, chargebacks, transaction fees, and net income.
• Users can filter statements by various parameters, such as date range, transaction type, specific terminals, or even payment methods, enabling highly customized reporting for deeper analysis.
• Past statements are easily accessible through the archive feature, allowing users to quickly retrieve previous reports for record-keeping, tax preparation, or financial audits.
• The Export Data to Excel feature allows merchants to download statements in Excel or CSV format. This flexibility is ideal for advanced data analysis, generating customized reports, or integrating the data with third-party accounting software such as QuickBooks or Xero.
• Merchants can also use the statements section to reconcile transactions against batch reports, ensuring consistency and accuracy in financial reporting.
• Automated report generation options can be configured to receive statements directly via email or through scheduled downloads, streamlining the reporting process and saving valuable time.

Adding Authorized Users

• The Manage Users section is a critical tool for securely adding, modifying, or removing users with specific access levels within your Nuvei Dashboard.
• Merchants can define user roles and permissions to control which individuals have the ability to view sensitive information, modify settings, or access transaction details. This granular control ensures that only authorized personnel can make adjustments that impact the business's operations.
• The user management system supports creating multiple roles with varying permission levels, such as:
  • Administrator Access: Full control over all functionalities, including user management, reporting, and API integration.
  • Financial Analysts: Limited access to reports and statements for performance analysis.
  • Customer Support Agents: View-only access to transaction history and dispute status for customer service purposes.
• Best Practices for User Management:
  • Review User Access Regularly: Periodically assess all user accounts to ensure permissions are current and appropriate. Remove outdated or inactive accounts to maintain data security.
  • Provide Training: Ensure that new users are educated on how to navigate the dashboard effectively. Providing training sessions or instructional materials can enhance their efficiency and adherence to security protocols.
  • Implement Role-Based Permissions: Clearly define roles based on each user’s responsibilities, maintaining data integrity while preventing unauthorized changes.
  • Audit User Activity: Regularly monitor user activity logs to detect unusual behavior or potential security breaches.
  • Utilize Multi-Factor Authentication (MFA): Encourage all users to enable MFA to add an additional layer of protection to their accounts.

Customizing Your Dashboard Experience

Personalizing Your Dashboard View

• Drag and Drop Sections: The dashboard offers a highly customizable layout that allows merchants to rearrange various sections by simply dragging and dropping them. This feature is particularly useful for prioritizing the most relevant information and creating a workflow that matches your specific business needs.
• You can also expand, collapse, or resize widgets to improve visibility and enhance the dashboard's visual presentation. Merchants handling high transaction volumes can choose to emphasize transaction summaries, while those focusing on customer insights can prioritize card usage statistics.
• Display Preferences: Check or uncheck boxes to determine which data sets are displayed. This feature allows merchants to customize their view to highlight the most important metrics, ensuring that key performance indicators (KPIs) are always visible.
• Users can create multiple dashboard layouts tailored to specific tasks such as financial reporting, transaction monitoring, or dispute resolution.
• Creating Preset Views: Save customized views for quick access. For example, a merchant may create one layout dedicated to daily revenue tracking and another focused on monthly performance summaries. This flexibility boosts efficiency by providing tailored insights at a glance.

Exporting Data

• The Export Data feature allows merchants to easily download their dashboard information in Excel or CSV format, ensuring compatibility with a wide range of financial analysis tools.
• Users can select specific columns and date ranges to generate customized reports that suit their unique requirements. This feature is ideal for merchants who need to integrate transaction data with third-party accounting software or create detailed performance reports for stakeholders.
• Regularly exporting data and maintaining backups helps ensure financial transparency and accountability. It also serves as a valuable resource for business forecasting and strategic planning.
• Merchants can automate exports on a predefined schedule, reducing manual effort and ensuring that accurate reports are always available when needed.
• Additionally, merchants can apply filters during the export process to isolate specific transaction types, card types, or funding events for in-depth analysis.

Account Settings and Notifications

Configuring Notifications

• The Configuring Notifications feature provides merchants with powerful tools to stay informed about essential account activities and transactional updates. Setting up customized email alerts is crucial for timely responses and maintaining a high level of operational efficiency.
• Setting Up Alerts: Merchants can configure their dashboard to trigger alerts based on specific events, such as:
  • Disputes: Receive instant notifications when a chargeback or retrieval request is initiated, enabling prompt action to gather documentation and respond effectively.
  • Transaction Errors: Stay updated on transaction failures due to authorization issues, network outages, or technical problems. This allows merchants to troubleshoot and address issues swiftly.
  • Account Updates: Monitor changes made to your account settings, user permissions, or API configurations to ensure security and prevent unauthorized access.
• Customizing Notification Preferences: Merchants can adjust the frequency, priority, and format of notifications according to their business needs. Options include:
  • Real-Time Alerts: Immediate notifications for high-priority events like disputes or transaction failures.
  • Daily Summaries: Consolidated reports summarizing the day’s transactions, refunds, and funding activities.
  • Periodic Reports: Scheduled emails providing detailed insights on performance metrics over weekly or monthly intervals.
• Best Practices for Managing Notifications:
  • Regularly review your notification preferences to ensure you are receiving relevant updates without overwhelming your inbox.
  • Enable multi-channel alerts, such as SMS or push notifications, for critical events requiring immediate attention.
  • Log and archive notifications for future reference and performance analysis.

Grouping Functionality

• The Grouping Functionality is a powerful tool for merchants managing multiple accounts or merchant IDs under a single Nuvei dashboard. This feature allows for streamlined oversight and management of various business entities from a single interface.
• Benefits of Grouping:
  • View and compare performance metrics across different merchant IDs simultaneously.
  • Generate consolidated reports for comprehensive analysis of overall business performance.
  • Simplify financial reconciliation by unifying transaction data from multiple sources.
• How to Use Grouping Functionality:
  • Navigate to the Grouping Settings section in your dashboard.
  • Add or remove merchant IDs as needed and assign them to specific groups for better organization.
  • Customize data views to display grouped accounts separately or as a single unified report.
  • Save grouped configurations for easy access and consistent monitoring.
• Practical Use Cases:
  • Businesses operating across multiple geographic locations can use grouping to compare regional performance.
  • Franchises or corporations managing different brands can consolidate their financial data for holistic reporting.
• Regularly review and update your grouping settings to ensure data accuracy and relevance.

Best Practices for Optimizing Your Nuvei Dashboard Experience

• Regularly download and review transaction reports to ensure that your financial records are consistently accurate and up-to-date. Exporting reports in various formats such as CSV or Excel allows you to generate customized analytics tailored to your specific business requirements. This practice is essential for financial audits, tax preparation, and performance evaluations.
• Customize your dashboard to prioritize key performance metrics. By rearranging dashboard sections and saving personalized views, you can quickly access the most relevant information and improve your decision-making process. Regularly updating your dashboard’s layout ensures it remains aligned with your evolving business goals.
• Set up automatic alerts for critical events such as chargebacks, failed transactions, or account changes. Automated notifications provide immediate awareness of high-priority incidents, enabling you to take swift corrective action and minimize potential revenue loss.
• Schedule periodic reviews of user access and permissions. Continuously monitoring who has access to your Nuvei Dashboard helps maintain data security and integrity. Implementing multi-factor authentication (MFA) and role-based permissions adds an additional layer of protection.