MX™ Connect Dashboard

Introduction

The Dashboard in MXC provides visual analytics for monitoring portfolio performance. It displays real-time data related to account activity, product usage, and merchant distribution. The Dashboard is designed to give users a quick, high-level view of:

How many accounts are active or closed
Which products are being used
Where merchants are located
How the portfolio is trending over time

In this guide, you’ll find:

When underwriting is triggered in MXC
How automated and manual underwriting works
The main types of underwriting checks
Possible outcomes of underwriting

Key Definitions

Within the Dashboard, account data is organized using the following terms:

Clients – A merchant identification number assigned to a portfolio
Locations – A DBA or physical business location
Accounts – A product or service assigned to a merchant

Adding a Custom Dashboard

Users can create multiple dashboards to focus on specific data sets and metrics.

Add a Dashboard

Navigate to the Dashboard section.
Select Add Dashboard.
Choose Add to open the widget library.

Add Widgets

Select the (+) Add button to view available widgets. You can add, rearrange, and resize widgets to match your workflow.

Save Dashboard

Select the Save icon in the top-right corner of the page.

You can choose one of the following save options for the new dashboard:

Select Save to finish.

Account Trend Widget

The Account Trend widget displays how accounts change over time.

It shows:

New accounts
Closed accounts
Open accounts

How to Use

Select a preset time frame (for example, YTD) in the top-left corner, or
Choose a custom date range using the From and To fields

Additional Features

Use the menu icon to download, save, or print the data
Click New, Closed, or Open to show or hide each line on the chart

Cumulative View

Selecting Cumulative displays total account counts over the selected time period (for example, total accounts from 2020 to 2024).

Top Statistics

The Top Statistics section provides a summary of key portfolio metrics using real-time data and sparklines.

Each statistic includes a time frame selector that controls which data is displayed.

Top Products – Products assigned to merchant accounts (e.g., TSYS, FD, MX™ Merchant)
Top Partners – Partners with the highest number of merchant accounts
Top Sectors – Business sectors such as retail or restaurant
Top Industries – Industries based on SIC/MCC codes
Top States – Merchant distribution by state
Top Statuses – Account statuses such as Open, Closed, or Pending

Each tile provides a quick snapshot of portfolio performance and distribution.