Use Your Spreedly Dashboard

Jump to:

1. Everything at a glance
2. Navigate between multiple organizations
3. Get to anywhere from the sidebar
4. View your Insights
5. Drill down on your recent transaction history
6. View details about your Spreedly gateways
7. New updates (Now in Beta)

Everything at a glance

When you first log into Dashboard, you'll get an overview of your account. This includes the number of gateway types currently retained and information related to your current plan. You'll also see a quick snapshot of transaction performance for all your environments with an ability to filter on date and environment where available. 

Not seeing any graphs? Users that only have test transactions will not see graphs or transaction information here, as Insights is only pulling from your production history.

Navigate between multiple organizations

If you're a developer with access to more than one Spreedly organization, you can quickly switch between organizations from the Dashboard.

In the upper right-hand corner, click on your username (the e-mail you signed up with), and a drop-down menu with all your associated organizations will appear. Click on the one you'd like to view, and your Dashboard will automatically change to the organization you selected:

Get to anywhere from the sidebar

In Dashboard, our sidebar helps you navigate to key points in the Spreedly ecosystem. You can access Insights, check out recent transactions, view gateways, manage your account, view billing details, get in touch with support, and see our developer docs:

Some of our sidebar links will take you outside of Dashboard - these are noted with the  icon.

Within the Dashboard, there are two sections to help you understand your Spreedly account: Transactions and Insights. 

View your Insights

Spreedly Insights has moved to the dashboard. Insights in Dashboard is the same feature that you know and love from our previous releases - now it's just easier to find.

For more information on using Insights, check out our blog release here. Insights also has been expanded to include new sections around Succeeded, Failed and 3DS2 that a user can now use to get a deeper level of understanding on payment performance. For more information, please see the dashboard guide.

Not seeing any graphs? Users that only have test transactions will not see graphs or transaction information here, as Insights is only pulling from your production history.

Drill down on your recent transaction history

Need to know why a transaction failed? Debugging transactions from your browser has never been easier. Navigate to the Transactions tab in your Dashboard to access a list of your most recent transactions.

By default, you will view all transactions across your environments. To drill down to one specific environment, select it from the drop-down menu to filter:

Clicking on any transaction will pull up information relevant for debugging - e.g. whether or not the transaction was successful, and what error/success message is associated with it. 

You can also look up any transaction token you have on hand through the "Look Up" feature at the top of the screen:

When viewing a specific transaction, at the bottom of the screen, you can tab between the transcript (communication between Spreedly and a payment gateway - not available for Spreedly-only transactions such as adding/redacting payment methods) and the JSON response body (Spreedly's response back to you after a transaction is completed). 

Note: You can lookup test transactions in this section, but they will not appear in Insights or under Gateways.

Check out our guide on troubleshooting for more helpful information on examining your transactions. Or contact Customer Support if you need technical support.

View details about your Spreedly gateways

By default, you will view all all gateways across your environments. To drill down to one specific environment, select it from the drop-down menu.

Note: Spreedly Test Gateways won't display on the dashboard

If you have the gateway token and you want to navigate directly to the token details page, there is a lookup function located on the main Gateway page.  Enter the gateway token into the search bar and hit Enter or click the Look Up button to navigate directly to the token details.

New updates (Now in Beta)

1. An Account Overview section that by default provides the following information for the last 30 days ( this filter can be updated to choose a variety of time frames )

• Trend of all transactions

• Gateways and Receivers used in the time frame selected

• Card Brand breakout

• Currency breakout

• Payment Method breakout

2. A funnel chart on how revenue transactions are flowing through Spreedly and value in USD dollar terms.

• Transactions funnel via the various states

• Transaction funnel based on the USD amount across the same states.

3. Ability to customize date filters

The date filter can now be customized across a range of different time frames.

4. Ability to download data

Download the data in a host of different formats.

5. Updates to the Dashboard Insights Section:

6. New “Succeeded“ page for a deep dive into Success % by

• Payment Method

  • Success % trend based on Payment Methods used.

• Card Type

  • Success % trend based on Card Type

• Gateway

  • Success % trend based on Gateway Type

 A chart predicting lift to Success % and Revenue if Smart Routing was enabled.

One of the most powerful pieces of feedback we receive is from customers who have the entirety of their business running through Spreedly. This Dashboard makes Spreedly a really powerful data analytics tool for your payments, but only if you have consolidated your payments processing through Spreedly. Otherwise, your data is fragmented, acting on trends may take too long and come too late, and reconciliations are much harder than they have to be.

Do you have other payments processing outside of Spreedly? We'd love to know more about why that is and how we can help unify your data. Contact Customer Success to discuss your payments strategy and growth plans.