Payment Widgets on the Dashboard

Payment Widgets on the Dashboard

system update
February 24, 2025•1 min read

Your dashboard gives you a quick overview of your business's health, with a focus on what matters most—your financial performance. The new Payment widgets make it easy to track all money-related activities directly from your dashboard and simplify reporting for future insights.

⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Insights: You can check your revenue, failed payments, refunds, and more insights with real-time-updated widgets directly in your dashboard.

  • Financial Planning: This simplifies your planning by helping you monitor payment success rates and refund trends, and keeping your asset tracking updated.

  • Enhanced Strategies: Understand your revenue channels and customer payment behaviors, helping you adjust strategies for better conversions and advertising.

⭐️How To Add Payment Widgets on the Dashboard?

  1. Navigate to the Dashboard section and click the pencil icon to edit.

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  2. Select Add Widget, scroll to the Payments category, and choose the widget you need.

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  3. Customize filters, switch chart types, and apply themes.

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  4. Click Save to update your dashboard.

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Keep your dashboard up to date and build a sustainable wealth model for your business with these widgets, which present payment-related information in a clear and easily digestible format.

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Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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