Understand the Dashboard

The Dashboard is the home page of the ORBSIS Operations Platform. It provides a quick overview of customers, funds, budgets, and business trends across the platform.

Operations users can use the Dashboard to assess platform scale, funding status, and recent business activity before navigating to the corresponding module for detailed data.

Customer Overview

Field	Description
Total Merchants	Total number of registered entities on the platform across all business statuses
Verified Merchants	Number of entities that have completed and passed KYC / KYB verification
Active Merchants	Number of entities with at least one valid transaction or top-up during the selected period

Total Merchants

Shows the total number of entities currently registered on the platform.

This metric can be used to monitor overall customer scale.

Verified Merchants

Shows the number of entities that have completed and passed KYC / KYB verification.

Verified entities can open accounts and use the relevant platform capabilities according to platform rules.

Active Merchants

Shows the number of entities with at least one valid business activity during the selected period.

Common activities include:

• Top-ups
• Fund transfers
• VCC transactions

Funds Overview

Field	Description
Account Available Amount	Aggregate available funds across primary accounts and sub accounts that can currently be freely allocated
Total Top-Up Amount	Total amount of successfully credited top-ups on the platform

Account Available Amount

Account Available Amount reflects the amount of funds currently available for free allocation across the platform.

For sub accounts:

Available Balance excludes amounts already allocated to budgets and excludes Frozen Amount.

This field should therefore not be confused with budget-level Available to Spend or Available Limit.

Total Top-Up Amount

Shows the total amount of top-ups that have been successfully credited to the platform.

Only completed top-up records are included in this metric.

Budget Overview

Field	Description
Total Budget Limit	Aggregate Budget Limit across all budgets on the platform
Available Budget Limit	Aggregate Available Limit across all budgets on the platform
Total Spent	Aggregate amount spent across budgets or VCC cards

Total Budget Limit

Total Budget Limit = Sum of the Budget Limit of all budgets

This represents the total amount currently configured across all budgets on the platform.

Available Budget Limit

Available Budget Limit reflects the amount that can still be allocated or used by shared cards.

For an individual budget:

Available Limit = Budget Limit − Utilized Limit

The Dashboard displays the aggregate Available Limit across all budgets.

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Available Budget Limit is not the same as Available to Spend.

• Available Limit answers: How much can still be allocated or used by shared cards?
• Available to Spend answers: How much of the allocated budget has not yet been actually spent?

Total Spent

Total Spent reflects the actual spending volume generated by VCC cards on the platform.

Under the current documentation model, Total Spent includes transactions in Processing and Successful status.

Refunds, reversals, and other reverse transactions update the relevant spending data according to the final transaction result.

Trends

The Dashboard provides business trend charts that can be filtered by time range.

Top-Up Trend

The Top-Up Trend shows the following metrics for the selected period:

• Top-Up Amount
• Top-Up Count

Top-Up Amount reflects the scale of fund inflows, while Top-Up Count reflects top-up frequency.

Merchant Trend

The Merchant Trend shows:

• New Merchants
• New Verified

These metrics can be used to monitor customer growth and verification progress.

Time Range

Trend charts support the following time ranges:

Option	Description
Yesterday	Yesterday
Today	Today
Last 7 Days	Previous 7 days
Last 30 Days	Previous 30 days
Custom Range	Custom date range

When the time range changes, trend data is recalculated for the selected period.