> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/getting-started/understanding-the-dashboard.md).

# Understanding the dashboard

{% embed url="<https://dollarlabs.neetorecord.com/watch/2904501df3b4e3d439ae>" %}

*This article's section starts at 2:51 in the video.*

The dashboard (**DollarBack admin → Dashboard**, titled *Welcome*) is your daily health check: which programs are running, whether the storefront can actually show them, and how much of your plan you've used. This page explains each card.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-7c7ed85160ce9f21eb23c464d249e54ce71c1187%2Fdb-dash-overview-annotated.png?alt=media" alt="The DollarBack Welcome page with a Setup guide card showing 2 of 2 steps completed, and a Programs card with the tabs Cashback (4/4), Tiers (3/3), Referral (2/2) and Voucher Marketplace (3/3) above a table of four active cashback rules."><figcaption><p>The top of the dashboard shows your setup progress and a summary of every program.</p></figcaption></figure>

## Alert banners

When something needs your attention, a banner appears at the top of the page. You may see:

* **Pricing has been updated**: you're on a legacy plan that's being discontinued; pick a current plan on the Plans page.
* **A special plan, just for you**: a custom-priced plan is reserved for your store; view it on the Plans page.

No banner means nothing needs action.

## Setup guide card

On a new install this is the first thing on the page, and it changes shape once you have a program.

**Before you have any cashback program**, the card reads **Start giving cashback** — *"Pick a starting point and we'll fill in the details. Nothing goes live until you save."* — and offers two ready-made programs:

| Starting point | What it creates                                  |
| -------------- | ------------------------------------------------ |
| **5% back**    | 5% cashback on every order                       |
| **$10 back**   | $10 credit on orders over $100, as an order goal |

**Use this** opens the cashback form pre-filled with that program. Nothing is saved until you review it and click save, so treat the presets as a first draft rather than a commitment. **Or build your own →** goes to the same page empty.

**Once a program exists**, the card becomes **Setup guide** with a progress bar and three steps:

| Step                             | Counts as done when                                                | Buttons                              |
| -------------------------------- | ------------------------------------------------------------------ | ------------------------------------ |
| Create your first reward         | You have a cashback program                                        | **Edit reward**                      |
| Show cashback on your storefront | The storefront widget and product message are active in your theme | **Open theme editor**, **Customize** |
| Email customers when they earn   | Customer emails are switched on for your store                     | **Request**, **See the emails**      |

The third step is the one that needs someone else: customer emails are enabled by our team rather than by a toggle, and **Request** sends that request. It's usually done the same day. See [Email notifications overview](/dollarback-store-credit/notifications/email-notifications-overview.md).

Collapse the card with the chevron, or dismiss it entirely with the ✕. Dismissing is remembered in that browser, so the card can come back on a different machine or after clearing site data — it isn't a store-wide setting.

## Programs card

A tabbed summary of everything you've configured, with active/total counts in each tab label:

| Tab                     | Shows                                                                                                                         |
| ----------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Cashback**            | Your cashback configs and their status. Empty state: *No cashback rules yet*, with a **Create cashback rule** button.         |
| **Tiers**               | Each tier's name, priority, multiplier, and status. Empty state offers **Create tiers**.                                      |
| **Referral**            | Each referral config's title, referrer reward, referee discount, and status. Empty state offers **Set up referral**.          |
| **Voucher Marketplace** | Your redemption rewards (order discount, product discount, free shipping) and statuses. Empty state offers **Create reward**. |

A tab reading `Cashback (2/3)` means two of your three configs are active. Every empty state's button jumps straight to the page where you create that program.

## Storefront Visibility card

This is the extensions status card. It tells you whether customers can actually *see* DollarBack. It's split into two columns:

* **App Blocks**: Product page cashback, Cart page cashback
* **App Embeds**: Cashback widget, Window variable

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-7bbb909f5fca9cb849392742da1b6ae5b1112a62%2Fdb-dash-storefront-visibility-annotated.png?alt=media" alt="The Storefront Visibility section of the DollarBack dashboard with two cards, App Blocks (Product page cashback, Cart page cashback) and App Embeds (Cashback widget, Window variable). Each row has a green Enabled badge, and each card has a Customize link."><figcaption><p>Every row should show Enabled. A disabled row has an Enable button that opens the theme editor.</p></figcaption></figure>

Each row shows an **Enabled** (green) or **Disabled** badge. Disabled rows get an **Enable** button that deep-links into the theme editor with the block or embed pre-selected, so all that's left is to save. Hover a row's name for a description, and use **Customize →** to edit that widget's content and styling.

{% hint style="warning" %}
A program can be active while every widget is disabled, meaning customers would earn credit but never see it. If this card shows red badges, fix that first.
{% endhint %}

## Plan & usage card

* **Current plan**: your plan name and monthly price, with a **Manage** link to the Plans page.
* **Orders this period**: orders counted against your plan limit this billing period, with a progress bar and the period's date range. If your plan has usage-based overage, a line shows how much of the overage cap you've used. **View** opens Analytics filtered to the current period.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-ff81b7ba24c21c43ce84de26ef72f3b73f1b988f%2Fdb-dash-plan-usage-quick-links-annotated.png?alt=media" alt="Two dashboard cards. Plan and usage shows the current plan, Enterprise at $299 / month, with a Manage link, and Orders this period, 0 · unlimited, with a View link. Quick links shows Bulk import and Backfill past orders, each with an Open link."><figcaption><p>Plan &#x26; usage shows your plan and this period’s order count. Quick links opens the bulk tools.</p></figcaption></figure>

Details on how orders are counted and billed: [Plans, usage and overage billing](/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md).

## Quick links card

Shortcuts to operational tools, currently **Bulk import** ("Upload customer credits from a CSV") with an **Open** button. The **Read Docs** action in the page header opens this help center.

## Common issues

* **Programs card shows active configs but customers see nothing** → check the Storefront Visibility card, then [A widget isn't showing on my store](/dollarback-store-credit/troubleshooting-and-faq/widget-isnt-showing.md)
* **Orders this period is at or over the limit** → [Plans, usage and overage billing](/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md)
* **A legacy-pricing banner won't go away** → it clears once you subscribe to a current plan from the Plans page.

## Related articles

* [Quick start: launch your first cashback program](/dollarback-store-credit/getting-started/quick-start-launch-your-first-cashback-program.md)
* [Activate widgets in your theme](/dollarback-store-credit/getting-started/activate-widgets-in-your-theme.md)
* [Choose a plan and start your trial](/dollarback-store-credit/getting-started/choose-a-plan-and-start-your-trial.md)
* [Understand your analytics](/dollarback-store-credit/analytics-data-and-account/understand-your-analytics.md)