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🏠 Home Dashboard (Overview Screen)

The Home Dashboard is the main landing page after logging into Razorpay.
It provides a quick summary of your account status, recent payment performance, and settlement information.

1. Top Notification Bar – Capture Settings

At the top, a notification shows the current Capture Settings:

• It indicates whether payments are being auto-captured after successful authorization.
  
  
• A link is provided to configure or change capture behavior.
  
  

This helps control when payments are captured from customers.

2. Date Range Filter

You can select a date range (for example: Past 30 Days).

This filter updates:

• Payment volume
  
  
• Number of transactions
  
  
• Graph data
  
  
• Performance statistics
  
  

Used to analyze payments for a specific period.

3. Current Balance & Settlement Info (Top Right)

This section shows:

• Current Balance – Amount available in Razorpay account (example: ₹7,712.58)
  
  
• Next Settlement Date & Time – When the amount will be transferred to your bank
  
  
• Settle Now Button – Manually trigger settlement if enabled
  
  

This helps track pending money and upcoming bank credits.

4. Key Summary Cards (Performance Metrics)

These four cards show important payment statistics:

a) Payment Volume

• Total amount collected in the selected date range
  
  
• Example: ₹4.93 Lakhs
  
  
• Shows increase or decrease compared to the previous period
  
  

Used to track total business revenue.

b) Number of Payments

• Total number of successful payments received
  
  
• Example: 280 payments
  
  

Helps monitor transaction count and activity level.

c) Saved Card Payments

• Percentage of payments made using saved cards
  
  
• Example: 100%
  
  

Indicates repeat customer usage and convenience features.

d) Number of Refunds

• Total refunds issued in the selected period
  
  
• Example: 1 refund
  
  

Helps monitor refund frequency and customer issues.

5. Payment Trend Graph

This graph shows daily / weekly / monthly payment trends.

Features:

• X-axis: Dates
  
  
• Y-axis: Payment amount
  
  
• Line graph showing collection pattern
  
  

Options available:

• View by Hourly / Daily / Weekly / Monthly
  
  
• Filter by Total Volume or payment type
  
  
• Download graph data
  
  

Used to:

• Identify peak sales days
  
  
• Monitor drops or spikes in revenue
  
  
• Analyze business growth trends

6. Payment Insights Section

The Payment Insights section provides a visual breakdown of payments by method for the selected date range.

Key Features:

• Displays total payment volume grouped by payment methods (UPI, Cards, Net Banking, Wallets, etc.).
  
  
• Each colored bar represents a different payment method.
  
  
• Example shown:
  
  
  • UPI – ₹3.98 Lakhs (80.75%) → Major share of transactions
    
    
  • Cards – ₹85.85K → Smaller portion
    
    

Filters & Controls:

• Showing: All Methods – You can filter by specific payment methods.
  
  
• View Type – Option to view by:
  
  
  • Payment Volume
    
    
  • Number of Payments
    
    
• Download Icon – Export insight data for reporting and analysis.
  
  

Usage:

This section helps merchants to:

• Identify the most popular payment method
  
  
• Optimize checkout experience
  
  
• Monitor customer payment preferences
  
  
• Decide which payment modes to promote or prioritize
  
  

7. Recent Activity Section

The Recent Activity panel shows the latest transactions in real time.

It has three tabs:

1. Payments Tab (Default)

Displays recent payment attempts with details:

• Amount – Transaction amount
  
  
• Payment ID – Unique Razorpay payment reference (clickable)
  
  
• Time – When the transaction occurred
  
  
• Status:
  
  
  • 🟢 Captured – Payment successful and money captured
    
    
  • 🔴 Failed – Payment attempt failed
    
    

This is useful for:

• Quickly checking recent customer payments
  
  
• Verifying successful orders
  
  
• Investigating failed transactions
  
  

At the bottom, “View all Payments” opens the full Transactions page.

8. Left Sidebar Navigation

Main menu options available:

• Home – Overview dashboard
  
  
• Transactions – View all payments
  
  
• Settlements – Track bank transfers
  
  
• Payment Links – Create payment links
  
  
• Customers – Customer profiles
  
  
• Reports – Download transaction and settlement reports
  
  
• Account & Settings – Business, bank, API and configuration
  
  
• Developers – API keys, webhooks, integration tools
  
  
• Apps & Deals – Razorpay add-ons and partner apps
  
  

9. Live Mode Indicator (Top Right)

Shows the account is in Live Mode, meaning:

• Real customer payments are being processed
  
  
• Actual money is being settled to the bank
  
  

Test Mode can be used during development and testing.