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Understanding Your Dashboard Home

Your central hub for quick access to key account information and common tasks.

Updated today

Overview

The Dashboard Home is your starting point when you log in to your dLocal Merchant Dashboard. It provides a quick overview of your account and easy access to what you need most.

💡 What you'll find on Home:

  • Quick access cards to navigate to key sections

  • Your current balance with historical trends

  • Gross amount over time

  • Shortcuts to common tasks


Welcome banner

The welcome banner appears at the top of your Home page and provides quick access to essential areas of your dashboard.

Collapsing the banner

If you prefer more space for your widgets, you can collapse the welcome banner:

  1. Click the arrow icon (chevron) in the top-right corner of the banner

  2. The quick access cards will be hidden

  3. Click the arrow again to expand


Balance widget

The Balance widget shows your current balance and how it has changed over time.

What you'll see

  • Current Balance — Your balance as of yesterday's close

  • Trend chart — Visual history of your balance over the selected period

ℹ️ Note: The Current Balance reflects your balance at the end of the previous day. It updates daily.

Time filters

You can adjust the time period for the trend chart:

Filter

What it shows

Last 7 days

Balance trend for the past week

Last 14 days

Balance trend for the past two weeks

Last 30 days

Balance trend for the past month

Last 90 days

Balance trend for the past quarter

This Year

Balance trend year-to-date

Using the chart

  • Hover over any point on the chart to see the exact balance value for that date

  • Click "Go to Balance" to view your full balance details and history


Gross Payment Volume widget

This widget shows the total gross amount added to your balance over time—giving you the big picture of incoming funds before any deductions.

What you'll see

  • Total gross amount in the selected period

  • Visual trend of your balance growth

  • Easy comparison across different time ranges

Time filters

Filter

What it shows

Yesterday

Gross amount from the previous day

Last 7 days

Gross amount for the past week

Last 14 days

Gross amount for the past two weeks

Last 90 days

Gross amount over the past 90 days

Using the chart

💡 Tip: Hover over the chart to see exact values for each data point.


Task shortcuts

Task shortcuts give you one-click access to common actions—everything you need, one click away.

Available shortcuts

Shortcut

What it does

Find a transaction

Opens transaction search

Schedule a report

Create a new scheduled report

View balance history

Go to your balance details

Automate withdrawals

Set up automatic withdrawals

Update security settings

Manage your security preferences

Edit account settings

Update your account configuration

View API Documentation

Access dLocal API docs

Give feedback

Share your thoughts with us

ℹ️ Note: The shortcuts you see may vary based on your permissions and role.


FAQs

Why is my Current Balance showing yesterday's data?

The Current Balance displays your balance as of the end of the previous business day. It updates daily to reflect all cleared transactions. For real-time balance information, visit the Balance section.


Can I customize which widgets appear on my Home?

Currently, the Home page displays a standard set of widgets. We're continuously improving this page and may add customization options in the future.


Why don't I see the Home page?

You need the permission to access the Dashboard Home. Contact your account administrator to request access.


How often is the data updated?

  • Balance widget: Updates daily (reflects previous day's close)

  • Gross Payment Volume: Updates daily

  • Task shortcuts: Always current


Can I give feedback about the Home page?

Yes! We'd love to hear from you. Use the "Give feedback" shortcut in the Task shortcuts section, or contact your account manager.

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