🏠 Home Dashboard (Overview Screen) The Home Dashboard is the main landing page after logging into Razorpay. It provides a quick summary of your account…
Operator's note
Most razorpayarticles you find online are written for a US merchant on Stripe. This one is written for an Indian D2C team — where COD still drives 50–70% of orders, UPI Intent settles in seconds, RTO eats margin in Tier 2/3 lanes, and Diwali pulls a quarter's revenue into a two-week window. If a step below references a payment gateway choice, the answer isn't universal: we pick by vendor response rate, not affiliation. Razorpay, PhonePe, Easebuzz and Cashfree Payments are listed alphabetically in our docs because the right one depends on your AOV, your COD ratio, and how fast the gateway's support team replies on a Sunday at 11pm.
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.
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.
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.
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.
These four cards show important payment statistics:
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.
Total number of successful payments received
Example: 280 payments
Helps monitor transaction count and activity level.
Percentage of payments made using saved cards
Example: 100%
Indicates repeat customer usage and convenience features.
Total refunds issued in the selected period
Example: 1 refund
Helps monitor refund frequency and customer issues.
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
The Payment Insights section provides a visual breakdown of payments by method for the selected date range.
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
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.
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
The Recent Activity panel shows the latest transactions in real time.
It has three tabs:
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.
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
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.
Common follow-ups
WhatsApp the support team at the link below. We reply within the hour during business hours (Mon–Fri 09:00–18:00 IST). If it's a payment-gateway or shipping issue mid-order, flag it as urgent and we move it to the top of the queue — a stuck checkout is a revenue leak, not a support ticket.
Generic Shopify docs are excellent for the global merchant. Indian ecommerce runs on different rails — UPI, COD, Shiprocket, GST invoicing, RTO mitigation by pincode — and most of that isn't in the official help centre. Our Knowledge Base is the SOP layer we wrote for our own ops team running 200+ stores; the razorpay section is the part of that catalogue most relevant when you're working on what this article covers.
When the underlying tool changes — a Shopify checkout extension schema update, a payment-gateway API revision, a Shiprocket dashboard redesign, a COD app deprecation — the article changes that week, not the next quarter. If you spot something that no longer matches your screen, message us; the article gets re-recorded against the live admin within a day or two.
Visakhapatnam, Andhra Pradesh 530003, India
Mon–Fri 09:00–18:00 IST
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