Understanding the dashboard
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.
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.
Programs card
A tabbed summary of everything you've configured, with active/total counts in each tab label:
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
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.
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.
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.
Details on how orders are counted and billed: Plans, usage and overage billing.
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
Orders this period is at or over the limit → Plans, usage and overage billing
A legacy-pricing banner won't go away → it clears once you subscribe to a current plan from the Plans page.
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