At VoPay, we know your portal dashboard isn't just a landing page, it's a critical tool for tracking financial activity, supporting operational decisions, and delivering a branded, user-friendly experience. That’s why we’ve redesigned the VoPay Portal Dashboard to be more intuitive, modern, and actionable.
Whether you're monitoring transaction flows, reviewing funding limits, or managing clients through your white-labeled environment, the new dashboard delivers faster insights with fewer clicks. It’s designed to surface the right data, at the right time, empowering finance, product, and operations teams to work more efficiently.
What’s New?
This update brings a cleaner interface, smarter layout, and enhanced interactivity, all driven by real-world user feedback. Key enhancements include:
Real-Time Financial Snapshots – Instantly view balances, transaction trends, and account limits at a glance.
Hover-to-Reveal Insights – Get daily, weekly, and monthly views of payment activity with simple on-screen interactions.
Improved Navigation & Branding – A more polished look and feel, with clean white-labeling and responsive design to match your brand.
Updated Layout and Branding – The page title is now clearly labeled “Overview” and includes the current date directly below. The new financial dashboard now follows your platform’s branding automatically, using the color scheme defined in your Branding Settings.
Interactive Cards with Embedded Insights
The static cards in the new financial dashboard have been replaced with interactive components that surface additional information on hover. Each card is also clickable, taking users directly to the relevant section for deeper action.
Total Balance Card
Displays the total available balance prominently.
Hover reveals current balance, pending balance, reserve balance, and available funds.
Click opens the Account Balances page.
Payments and Collections Cards
Display total payments and total collections over the last 30 days.
Hover reveals daily, weekly, and monthly breakdowns.
Click opens Single Payments or Single Collections for follow-up.
These cards help your users move from a quick overview to deeper insights without switching pages.
Real-Time Trends and Operational Visibility
Two new widgets give users better context for financial planning and monitoring activity.
Transaction Trends
An interactive graph shows transaction activity over time
Toggle between weekly and monthly views
Hover on a data point to see exact daily volume
Clickable cards below the graph allow users to switch views instantly
This feature helps teams recognize volume trends, track performance, and identify outliers quickly.
Bank Holiday Calendar
Toggle between yearly and monthly views
Displays upcoming banking holidays in Canada and the US
Clear formatting supports planning for payment processing windows
Operations teams can now better anticipate non-processing days and plan accordingly.
Supporting Fast Decisions and Account Oversight
Additional cards have been added to make oversight easier and more responsive.
Recent Transactions
Displays the five most recent transactions
Includes transaction ID, type, date, amount, and status
Toggle between CAD and USD, with persistent selection when viewing full history
Account Limits
Toggle between daily, monthly, and yearly views
Visual progress bar shows percentage used, amount remaining, and original limit
Helps users proactively manage transaction volumes and stay within account thresholds
These features give finance teams immediate visibility into account health and activity.
Built for Your Team, Branded for Your Platform
This redesigned dashboard helps your users do more with less effort.
Finance managers gain fast access to payment insights
Operations teams can plan around trends and holidays
Executives get an at-a-glance view of financial performance
All within a layout that reflects your brand identity and client expectations.
Looking Ahead
This new dashboard lays the groundwork for future enhancements, including widget-based customization and deeper personalization. You’ll be able to configure exactly what you or your users see, and how to interact with key information.
Want to explore how this dashboard can be customized for your platform? Talk to your VoPay account manager or submit a support ticket directly from the account portal.
