Customer dashboard¶

TL;DR - Drilling into a customer gives you their balance, virtual account coordinates, recent transactions, and KPIs - everything you need to fund the customer or send a payment without leaving the page.

How to get there¶

From the customers list, click any row. The dashboard scopes every section to that single customer.

What's on the page¶

Customer name and type badge (business / individual).
Status pill - see KYC / KYB status.
Quick-action buttons: Send fiat payout, Send crypto-to-fiat payout. Buttons are disabled if the customer's status doesn't allow that action (e.g. payouts disabled while verifying). Top-ups live on the Operations page, not here.

Balance card¶

Large card showing the current available balance in USD, plus any reserved amount (funds locked by an in-flight transaction). Click the card to open the virtual account detail.

Virtual account coordinates¶

A panel listing the customer's deposit details - beneficiary, bank name, routing number, account number, SWIFT/BIC, address, and reference / memo - each with a copy button. This is what you share with the customer when they want to top up. See Top up a customer for the full walkthrough.

Tabs¶

The page has two tabs:

Main Account - balance card, fiat virtual account coordinates, recent transactions, KPI strip.
Crypto Accounts - the customer's saved crypto wallets, each paired with a crypto VA. Add a new destination here to enable on-ramp. A wallet shows a Provisioning badge while its crypto VA is still being allocated; click it to see the bank coordinates once it activates.

Recent transactions¶

A scoped list of this customer's most recent transactions. Click View all to open the transactions page pre-filtered to this customer.

KPI strip¶

Compact cards summarizing the customer's recent activity:

Volume (30d) - total payout volume in the last 30 days.
Payouts (30d) - count of payouts initiated in the last 30 days.
Open balance - same as the balance card, repeated for at-a-glance view.