Dashboard

The dashboard is the first screen you see in the admin area. It answers the questions you open the admin for: how are sales going, who needs paying, which winners are waiting, and is anything going wrong at checkout. Every list on it is clickable, so you can dig into an order, customer or competition without leaving the page.

Where to find it: Admin → Dashboard (/admin).

Pick a reporting period

Most figures are scoped to the period selected at the top right.

1. Click Last 7 days for the middle range.
2. Today and Last 30 days each open a small menu when clicked. Under Today you will find Yesterday; under Last 30 days, This month and Last month. Each button then shows whichever you chose, so a button reading Yesterday means yesterday is the active period.

The period-scoped figures reload straight away. Your choice is remembered in your browser, so the dashboard reopens on the same period next time.

Which range to use:

• Yesterday is the whole of yesterday, midnight to midnight. Use it for the morning check: Today can only tell you how far you have got so far, so it cannot tell you how yesterday finished.
• Last 30 days is a rolling window that always looks back 30 days from now, so mid-month it blends two partial months together.
• This month starts fresh on the 1st, so it matches how you reconcile monthly figures.
• Last month is the whole of the previous calendar month.

New Customers, Sales, Upsell, Referrals and Cash Revenue on Profit & Loss show a small change chip comparing this period with the one before it.

Hover the chip and it spells out the whole comparison — both figures and the window, for example £1,240 → £1,736 · +40.0% vs yesterday to this point. That first number is the one you cannot see anywhere else on the card, so it is worth a look before you read anything into a percentage.

What each period compares against:

Period	Compared against
Today	Yesterday up to the same time of day, so a 9am reading compares 9am with 9am
Yesterday	The whole of the day before it
Last 7 days	The 7 days before those
Last 30 days	The 30 days before those
This month	Last month to the same point, so day 17 compares against the first 17 days of last month, not the whole thing
Last month	The month before it

If the previous window was empty but this one is not, the chip reads New rather than a percentage, since there is no baseline to grow from. If nothing happened in either window, there is no chip at all.

Figures that ignore the period

Some widgets always show the current state of your site and never follow the date filter. On any period other than Today they carry a small blue Live badge next to their title, so you can tell at a glance which cards answer "right now" and which answer "in the selected window".

The badge appears on Unactioned Winners, Pending Orders, Whale Spotting, Next Ending Competition, Prize Fulfilment, and Cash Liability (whose headline is live while the rows beneath it follow the period — hover the badge and it says so). The Needs your attention panel and the Activity feed are always live too; both already read as live and are left unbadged. Live carts now on Checkout Conversion and In progress on Referrals are live rows inside otherwise period-scoped cards, and each has its own explanation on hover.

This matters most on Yesterday and Last month, which are finished periods: a card with no badge that has not moved genuinely means nothing happened in that window.

Work through the Needs your attention panel

Above the widgets sits a panel listing everything on your site with work waiting. Each row gives you the number outstanding, a line explaining what it is, and a button through to the page that clears it. The whole row is clickable, so you can go straight there.

1. Read down the list. Rows are ordered by how much they matter, so start at the top.
2. Click a row, or its button, to open the relevant page.
3. Work the queue there, then come back. The counts refresh on their own, roughly every half a minute.

Depending on what your site has waiting and what your role can see, the panel can show:

Row	What it means	Takes you to
Account flags	Groups of accounts that may belong to the same person.	Account Flags
Responsible play	Alerts raised about a customer's play.	Responsible Play
Withdrawals	Cash withdrawal requests awaiting your approval.	Wallets & Withdrawals
ID verification	Customers waiting for their ID to be checked.	ID Verification
Winners	Winners drawn but not yet processed.	Winners
Draws	Competitions that have ended and are waiting to be drawn.	Draws
Referrals	Referrals flagged for possible fraud and held.	Referrals
Bundle offers	Offers pointing at a competition that is not live, so they are not shown or awarded. Usually a draft you have not published yet.	Competitions
Prize costs	Prizes with no cost recorded, which understates your profit figures.	Competitions

The account flags row turns red when one of the groups involves a self-excluded account. That is the one case worth interrupting your morning for, so deal with it before paying anything out.

A row only appears while something is actually waiting, and the whole panel disappears once every queue is clear. An empty dashboard above the widgets means there is nothing for you to action.

Every row except Prize costs is a standing queue that ignores the reporting period. Prize costs follows the period you have selected, because it is warning you that the profit figures further down the page are understated.

The panel is a widget like any other, so you can drag it somewhere else or hide it entirely from Customize (see Customise the dashboard layout). It has no width buttons, because the rows need the full width to stay readable. If you hide it, the counts are still on the sidebar badges.

The same numbers appear as badges on the sidebar, so you can keep an eye on them once you have navigated away from the dashboard.

Check profit for the period

The full-width Profit & Loss widget gives you the period's financial position in four figures: Cash Revenue, Total Costs, Profit / Loss and Margin.

1. Set the period you want to measure.
2. Open the dropdown inside the Total Costs box and choose a cost scenario:
   • Realised: money actually received, minus costs already paid (prize costs, cash prize withdrawals and card refunds). Card processing fees are included when your site has fee rates configured.
   • Realised + today's pending: adds the cost of physical main prizes for competitions drawing later today. Instant wins are not included, because they are counted in Realised as soon as they are won. Useful before tonight's draws.
   • Worst case: adds cash sitting in customer wallets and assumes every open competition sells out and every prize is claimed at full cost. Cash instant win prizes are counted only once they are won, and the projection reflects today's open competitions whatever date range you picked.
3. Read the Profit / Loss card. Its label changes with the scenario, for example "Worst case profit", so the number is never mistaken for the realised position.
4. Click View Full Report for the full revenue report at Admin → Reports → Revenue, which has its own date controls and more detail.

Switching scenario is instant and nothing reloads. Your choice is remembered in your browser and shared with the revenue report, so both surfaces show the same view.

Cash Revenue excludes wallet credit and has card refunds subtracted, which is why it is usually lower than the Sales card. Where there were no cash takings in the period, the Margin box reads No margin rather than 0%, because a margin on nothing is undefined.

If a yellow "Some prize costs not configured - P&L may be incomplete" note appears, at least one prize has no cost recorded, so costs and margin are understated in every scenario. Add costs to those prizes on the Competitions pages.

Open an order, customer or competition

You can investigate without leaving the dashboard:

• Click an order in Whale Spotting or the Activity feed to open the order details panel, the same slide-over you get on the Orders page.
• Click a customer or winner in the Activity feed to open their profile in a read-only side panel.
• Click a competition in Most Popular Competitions to open a competition preview panel.

Close the panel and you land back on the dashboard exactly where you were.

To watch events as they happen, use the Activity feed. A green Live dot means it is connected in real time, and items that arrive while you are watching carry a New badge. Click the expand icon in the feed header to fill the screen with it; press Escape or click the dark area outside to close. Clicking an item also closes the expanded view and opens the relevant panel.

Investigate a drop in checkout conversion

Two widgets tell you whether money is being lost at the payment step.

1. Look at Checkout Conversion, the share of started checkouts that were paid. It shows green at 70% and above, amber at 40% and above, and red below that. Abandoned counts checkouts that timed out without payment, and Recoverable is the total value of those.
2. Look at the Decline rate under the Payment Methods chart. This is the share of card attempts refused by the card issuer or your payment provider. Reservation timeouts and customer cancellations are excluded. Green below 5%, amber from 5%, red from 10%. If you use more than one payment provider, each one's rate is listed separately.
3. If the decline rate is amber or red, open the Orders page and look at recent failed orders for a pattern. One customer retrying is not the same problem as widespread failures.
4. Raise a widespread decline problem with your payment provider.

Live carts now on the Checkout Conversion card is a point-in-time count of baskets whose reservation has not yet expired, so it is useful for judging whether a spike is happening right now.

Chase prizes that have not shipped

The Prize Fulfilment card groups unfulfilled physical prizes by how long the winner has been waiting: 0 to 3, 4 to 7, 8 to 14, and 15 or more days. Credit, cash and ticket prizes cannot be shipped, so they are excluded.

1. Check the colour of the headline. Once the oldest prize has waited 8 days the card turns amber and shows "Oldest waiting N days". At 15 days it turns red.
2. Note the counts in the orange (8 to 14 days) and red (15+ days) rows.
3. Chase them on the Winners page.

Start a new competition

If your role can create competitions, a New Competition button sits at the top right of the dashboard and opens the competition creation form. See Competitions for the full walkthrough.

Customise the dashboard layout

You can rearrange, resize and hide widgets to suit how you work. Your layout is saved automatically in your browser, so it is per device: customising on your desktop will not change what you see on your laptop or phone.

1. Click Customize at the top of the page. On a phone, tap the grid icon next to the title instead.
2. A Customize Dashboard bar appears at the top and every card gets a blue outline plus its own controls in the bottom-right corner.
3. Drag any card to reorder it within its row or drop it into a different row.
4. Set a card's width with the S (small, one column), L (large, two to three columns) and F (full width) buttons. These buttons only appear on cards in rows that have more than one column, so the full-width Profit & Loss row shows none. The Needs your attention panel never shows them either: its rows need the full width to stay readable, so it keeps that width wherever you put it.
5. Make a card taller with the 3H button, on the cards that support it: Activity, Payment Methods, Whale Spotting and Most Popular. It toggles between standard and tall, so you see more entries without scrolling. Other cards have a set height.
6. Hide a card with the eye-slash icon. Hidden cards keep their place in the layout. This includes the Needs your attention panel, so you can put it away if you work from the sidebar badges instead.
7. Bring a hidden card back by clicking Show Hidden (N) in the customise bar and picking it from the list. The button only appears when at least one card is hidden.
8. Click Done to leave customise mode.

Changes save as you go, so there is nothing else to confirm.

To put everything back to the standard arrangement (positions, sizes and hidden cards all included), click Reset in the customise bar.

If a new widget is added to the platform later, it appears automatically at the end of its default row, so a customised layout never hides it from you.

Catch up on platform updates

The bell labelled What's New next to the Dashboard title lists recent platform updates: new features, improvements and fixes, each dated. Entries you have not seen carry a New badge, and features still being refined carry a Beta badge.

A small blue dot on the bell means there is something unread. The panel also opens by itself when you sign in and there are unseen updates. Click Got it to close it and mark everything as read.

Vote on what we build next

Click Roadmap next to the What's New bell. On a phone it sits in the top bar beside the bell, and the See what's coming and vote → link at the bottom of the What's New panel opens it too.

Put your site's points on what matters

1. Open the Vote tab.
2. Click + on an idea to give it a point, or − to take one back.
3. Click Not for us on anything that would get in your way. It costs nothing.

Your site has 10 points to spread across the board, and one idea can take up to 3. The strip at the top shows how many you have left. When you run out, take points off one idea to put them on another.

Points belong to your site, not to you. Every Admin account on your site spends from the same 10, so agree with your team where they go. Shop Manager and Marketing accounts can see the board and where your points are, but can't move them.

Each idea shows how many points it has and from how many sites. It never shows which sites. Ideas marked Planned are ones we've committed to, and your points still tell us how soon.

Your points come back when an idea ships, when we decide not to build it, or when we combine it with another idea. When something ships we announce it in What's New.

See what's under way

The In progress tab lists what we're building now, with a bar showing how far along each item is and when we last updated it. If your site put points on one, it says so. Click Take them back to spend them elsewhere. You can't add points once work has started.

Suggest a feature

1. Open Suggest a feature.
2. Give it a one-line title.
3. Describe the problem it would solve: what you do today and why it's a pain.
4. Say how much it would change things, then click Send suggestion.

If your title looks like something already on the board, the form points you to it. Putting your points on the existing idea counts for more than a duplicate.

Suggestions stay private to your site until we've read them. Follow them under Your suggestions on the Vote tab. Each one moves to Open for votes if we'd build it, Combined if it joined an existing idea, or Not planned with a note explaining why. You can send up to five a day, and only Admin accounts can send them.

If the roadmap won't load

The panel says The roadmap is taking a moment. If it had already loaded, it keeps showing the board with a note that it couldn't refresh, and the numbers may be out of date. Click Try again after a minute. Your points are safe while it's unavailable.

What each widget shows

The dashboard has 16 widgets. By default they sit in four rows: the Needs your attention panel full width at the top, then the headline cards, then Profit & Loss full width, then the monitoring widgets.

Headline cards

Widget	What it shows
Unactioned Winners	Winners drawn but not yet processed. Links to the Win Manager. The Needs your attention panel above carries the same queue as a row.
New Customers	Customers who registered in the period, with a change chip and their Total Spend, which covers every order they placed in the period, not just their first. See How New Customers is counted.
Sales	Total sales value for the period, the order count and the average order value. This includes wallet credit spent at checkout, not just card takings. A split bar shows revenue from New versus Returning customers. Links to Orders.
Pending Orders	Orders currently sitting in a pending state. If this climbs, review them on Orders.
Upsell	Extra revenue from Roundup (checkout round-ups) and Play Again (repeat entries), with each stream's value and order count. The Play Again figure counts full order totals, so it overstates the purely incremental lift: some customers would have replayed anyway.
Cash Liability	Total cash sitting in your customers' wallets, which is money you owe. The headline is always live and carries the Live badge on any period other than Today. The Withdrawn and Converted to credit rows below it cover the selected period. Links to withdrawals, see Wallets & Withdrawals.

How New Customers is counted

A customer counts as new if they registered in the selected period. Total Spend adds up every paid order those customers placed in the same period, not just their first. So if someone registers today and buys three times, all three orders count.

• Only ticket purchases count. Wallet top-ups are left out, but wallet credit spent at checkout is included, the same as on Sales.
• Order totals are before any promo-code discount, so this can be more than the customers actually paid.
• Cancelled, refunded and unpaid orders are left out.
• Orders placed before or after the period don't count, even from the same customers. On Last 7 days, someone who registered six days ago counts every order since they registered; on Today, only today's orders.
• Staff and admin accounts aren't counted.

The New part of the split bar on Sales works differently, so the two figures often won't match. That bar counts customers whose first completed order was in the period, whenever they registered. A free entry, such as a postal or admin-added one, counts as that first order. Someone who registered last month and bought for the first time today counts there but not in New Customers. Someone who registered today but hasn't bought yet counts in New Customers but not there.

Monitoring widgets

Widget	What it shows
Activity	A live feed of orders, winners, sign-ups, refunds, instant wins, main prize wins, cash-to-credit conversions and winners' prize choices.
Payment Methods	A pie chart of how customers paid in the period (Card versus Wallet Only) with counts and percentages, plus the Decline rate.
Checkout Conversion	The share of started checkouts that were paid, measured from orders rather than carts, with Completed, Abandoned, Recoverable and Live carts now.
Prize Fulfilment	Unfulfilled physical prizes by how long the winner has waited.
Referrals	Referrals that qualified in the period (the referred customer spent enough) with a change chip, the Spend driven by those customers, the Rewards paid in credit, and In progress for referrals registered but not yet qualified. See Referrals.
Whale Spotting	Your ten biggest completed orders of £30 and over, whatever the selected period, with customer name, order number, value and how long ago it was placed.
Most Popular Competitions	The top five competitions by tickets sold in the period, with the price per ticket.
Next Ending Competition	The competition closing soonest, with a countdown, a percentage-sold bar and tickets sold out of the maximum. Edit Competition opens its admin edit page (only if you can edit competitions), View Competition opens the public page in a new tab.

In the Show Hidden list, two widgets appear under shorter names than their card titles: Most Popular is Most Popular Competitions, and Next Ending is Next Ending Competition.

Instant wins in Activity

Orders that could produce instant wins show Checking instant wins… below the order while their prizes are processed. The same row updates automatically with the number and value of the wins, including wins from awarded tickets and qualifying bundle offers.

A completed check with no wins shows a subdued No instant wins badge. Orders with no instant-win possibilities have no badge. If the check has already finished when the order appears, you see its result immediately.

Win check needs attention means prize processing has stopped for review. It does not mean the customer lost. Open the order to investigate before treating its prize result as final.

These badges also update in the expanded Activity view. The feed catches up when you return to the tab or reconnect, and checks for missed updates about every 30 seconds while the tab is visible. The Live indicator appears only while the live feed is connected.

How the dashboard keeps itself up to date

Each card loads on its own. They appear as their figures arrive rather than all at once, so a card with a slow query no longer keeps the rest of the dashboard behind a placeholder. On a busy site with a lot of ticket history, Sales and New Customers typically land first while Most Popular is still working.

Cards below the fold wait until you scroll towards them, and cards you have hidden are never loaded at all. Hiding a card you do not use genuinely makes the dashboard quicker.

The dashboard then refreshes quietly about every 30 seconds, with no spinner and no page reload. When a figure changes it pulses briefly so the movement catches your eye. The Updated time next to the period selector (on larger screens) tells you when figures last arrived.

With Today selected, Profit & Loss and its related financial figures refresh on the same cycle. Existing figures stay visible while loading, and a failed background refresh keeps the last successful figures until the next attempt. Other periods reload P&L when you open the dashboard or change the period.

Profit & Loss now appears as soon as its own figures arrive, without waiting for the comparison against the previous period. The comparison fills in a moment later.

On Yesterday and Last month the refresh slows to about every 3 minutes, and only the Live cards are re-checked. Those periods have finished, so their figures can no longer move; the Live cards show the present rather than the period, so they keep updating whichever period you have selected.

Refreshing pauses while the browser tab is in the background and resumes when you come back, so an old tab may show a stale timestamp for a moment.

Who sees the finance widgets

The Sales, Profit & Loss, Cash Liability, Payment Methods and Whale Spotting widgets only appear for team members whose role includes financial analytics access. Roles without it, for example a Shop Manager, simply do not see those cards and the rest of the dashboard works as normal. If someone on your team needs the finance view, adjust their role on the Users page.

Whale Spotting joined that list. It names customers alongside what they have spent, which is exactly what the other finance cards are restricted for, so it is now held to the same rule everywhere rather than only in the sidebar.

Troubleshooting

A widget is missing. Two likely causes. First, it is hidden: click Customize, then Show Hidden (N), and restore it. Remember layouts are per browser, so a widget you hid on one machine is still visible on another. Second, it is permission-gated: Sales, Profit & Loss, Cash Liability, Payment Methods and Whale Spotting are only shown to roles with financial analytics access. If neither applies, click Reset in the customise bar to restore the default layout.

One card says it could not load. Only that card failed; everything else on the page is still accurate. Click Try again on the card itself — there is no need to reload the dashboard and refetch every other card.

Sales does not match my card takings. The Sales card includes wallet credit spent at checkout, so it is usually higher than what your payment provider settles. For cash-only revenue use Cash Revenue on the Profit & Loss widget, or open the full revenue report via View Full Report. Cash Revenue also has card refunds subtracted, so it can be lower than a previous month's figure for the same takings. That is a correction, not an error: refunded card payments are no longer counted as money you kept. The revenue report shows the refund total on its own row so you can check the difference.

Profit & Loss says "Some prize costs not configured". One or more prizes has no cost recorded, so Total Costs and Margin are understated in every scenario. Add a cost to each prize when setting up competitions (see Competitions). The warning clears once everything in the period has a cost.

The numbers do not seem to be updating. Check the Updated time next to the period selector; it reports when figures last genuinely arrived, so it will not move if a refresh failed. The dashboard refreshes roughly every 30 seconds but pauses while the tab is in the background, and only refreshes the cards you can actually see. Switch back to the tab and it refreshes immediately. If the timestamp still does not move, reload the page.

The decline rate is amber or red. An unusual share of card attempts is being refused. See Investigate a drop in checkout conversion.

The size buttons (S, L, F) are missing on a card. That card is in a row with only one column, where a width setting cannot change anything. Drag it into another row if you want to resize it.

The dashboard failed to load. This now means the page itself could not start, usually an expired session rather than a data problem — a single card that fails reports on itself instead. Use the retry option on the error screen. If it persists, check your internet connection and sign in again, since the dashboard needs an active admin session.