Dashboard Overview
What you see when you log in to the Partner Portal: the sidebar, the cards that need your attention, volume and transaction totals, sales trends, application status, top merchants, and onboarding analytics.
Overview
The dashboard is the first page you see after logging in to the Partner Portal at partner.surfboardpayments.com. It greets you by partner name and gives a snapshot of your whole portfolio: what needs your attention, how much your merchants are selling, and how your onboarding pipeline is doing.
Tip: Open Support → Messages early and subscribe a shared email address. That is where Surfboard publishes settlement, integration, and service notices. See Messages.
The Partner Lifecycle
As a partner, your core job is to onboard merchants and get their terminals taking payments. The portal follows that sequence:
- Application — create an application for the merchant and send them the onboarding link. See Applications & Merchant Onboarding.
- Signing — the merchant completes the web KYB and the signatories sign. Once approved, the merchant account is created.
- Hardware — ship terminals to the merchant, or order in bulk to yourself. See Shipments & Returns.
- Activation — link each terminal to the merchant. See Terminal Management.
- Registration — register the terminal under one of the merchant’s stores so it can take payments.
- Configuration — payment methods, terminal settings, branding, and reports.
- Support — raise tickets whenever you need help from Surfboard.
The Sidebar
The left sidebar holds all portal sections, grouped like this:
| Group | Items |
|---|---|
| (top) | Home |
| Merchants | Applications, Renewals, Merchants, Service Providers |
| Operations | Devices, Shipments, Returns |
| Support | Messages, Tickets, Refund lookup |
| Configuration | Branding, Marketing, Billing Plans, Developers, Terminal apps, Settings |
At the bottom you’ll find System status, with a coloured dot showing the current service status, and Sign out.
Some items depend on your partner agreement and are only shown if they’re enabled for your account:
- Service Providers (split payouts through Surfboard Flow)
- Billing Plans
- The Cash Register tab on a merchant’s page
If you expect to see one of these and it’s missing, ask your account manager.
Messages shows a badge with the number of unread notices. The sidebar can be collapsed with the button next to the logo; collapsed items show their label on hover.
The Search box at the top of the sidebar opens global search (⌘K on Mac, Ctrl+K on Windows). See Search, Assistant & System Status.
Cards That Need Your Attention
Above the totals, the dashboard shows short lists of things waiting on you or your merchants. Each card hides itself when there is nothing to show, lists at most three rows, and has a View (or View all) link.
Renewals
Merchants whose renewal application is in progress or has expired. Each row shows how long is left (for example 3 days left, 1 day left or Overdue) or that it has Expired. See Renewals.
Applications
Onboarding applications that are waiting on something:
| Label | Meaning |
|---|---|
| Pending signature | The merchant has submitted the web KYB and signatures are still missing |
| Information requested | Surfboard needs more information from the merchant |
| Agreements needed | The card agreements still need to be linked before the merchant can go live |
Click a row to open that application’s details on the Applications page.
Key Totals
| Card | What it shows |
|---|---|
| Total volume | Combined sales volume across your merchants, with a breakdown of purchases and returns underneath |
| Applications | Number of onboarding applications |
| Merchants | Number of merchants in your portfolio |
| Transactions | Total transaction count |
Sales Trend
The Sales Trend chart shows payment volume over time. Use the dropdown to change the period:
- Daily (Last 7 Days)
- Weekly (Last 30 Days) (default)
- Quarterly (Last 3 Months)
- Yearly (Last 12 Months by Quarter)
Application Status
A donut chart with the number of applications in each status (for example Initiated, Submitted, Expired and Created), with the total in the middle. Use it to spot a growing pile of expired or stalled applications.
Currency Breakdown
Volume per currency, with the number of transactions and each currency’s share of the total. Useful if your merchants trade in more than one country.
Top Merchants
Your ten most active merchants. Choose the period (30 days, 90 days or 12 months) and whether to rank by Volume or Count.
Onboarding
Further down, the Onboarding section shows how your merchant applications are performing:
- Filters — time frame (from the last 24 hours to year to date), type (Onboarding or Renewal) and status (In progress, Completed, Failed, Under review)
- Totals — applications in the period, completed, rejected, expired, and how many are still open
- Applications over time — a chart of new applications
- Breakdown table — by country, type or status, with applications, completed, rejected, expired and conversion rate
New Partner Accounts
Until you have your first merchant and transaction, the dashboard shows a Get started with your partner portal card with three shortcuts:
- Create application — onboard your first merchant
- Set up branding — customize your brand appearance (Branding)
- Terminal defaults — configure terminal settings (Settings)
The Assistant
At the bottom of every page there is an Ask Surfboard anything… box. It answers questions about the portal and your own data. See Search, Assistant & System Status.