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Dashboard

Overview

The Dashboard gives you a quick overview of your key reconciliation processes. It helps you monitor imports, matching progress, unmatched items, and financial KPIs—all in one place.
Note: The widgets you see depend on your permissions
Each dashboard item links directly to the relevant section of ReconHub, so you can jump straight to the details when needed.
For each widget you can:
  1. Open the related details page by clicking the Details icon in the top-right corner of the widget.
  2. Remove the widget or change its size (if available) via the More icon.
  3. In some widgets, you can also adjust the currency and date range to fit your reporting needs.

Widgets Overview

General Dashboard

By default, the General dashboard is shown. It includes the following widgets with your key reconciliation values:
  1. Import
    Shows the status of your imported data (ECR, EFT, Bank).
  2. Transaction and settlement match quote
    Displays the percentage of successfully matched transactions or settlements.
  3. Unmatched bank payments
    Highlights bank payments that haven’t been matched to transactions.
  4. Export
    Shows the status of posting exports to your accounting system.
  5. Transaction matching overview
    Summarizes matched and unmatched transactions (ECR / EFT reconciliation).
  6. Settlement matching overview
    Summarizes matched settlements (EFT / Bank reconciliation), showing expected vs. actual values.
  7. Transaction count
    Displays the total number of processed transactions.
  8. Turnover
    Shows the total transaction value for a selected period.
  9. Outstanding receivables
    Displays the amount still expected from payment processors.
  10. Inflow forecast
    Predicts when incoming payments are expected, based on past data and reconciliation intelligence.
  11. Top payment processors
    Shows the top 5 payment processors based on the total amount of processed transactions.

Optional Widgets

The following widgets are not shown by default but can be added manually via the Add widget button in the top-right corner:
  1. Top organizational units
    Shows the top 5 organizational units based on the total transaction amount.
  2. Top brands
    Displays the top 5 brands based on transaction amount, giving you insight into brand performance within your payment data.
  3. Unposted bank payments
    Lists bank payments that have been imported but not yet posted to your accounting system.
  4. Unposted transactions
    Displays transactions that have been imported but not yet posted. 

Managing Dashboards

By default, you have access to one General Dashboard.
If you want to create additional dashboards tailored to your specific needs:
  1. Click on the Dashboard views dropdown in the top left corner above the widgets. 
  2. Select Manage dashboards.
  3. A sidebar will open where you can create a new dashboard or rename, copy, or remove existing dashboards.
  4. To create a new one, click Add dashboard and enter a name.
  5. Click Save. Your new dashboard opens immediately, and you can start adding widgets to it.

Once your custom dashboards are created, switch between them at any time via the Dashboard views dropdown.
You can also customize the General Dashboard by adding or removing widgets, just like any other dashboard. If needed, you can reset it to its original layout from the Manage dashboards sidebar.