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Dashboard

The Dashboard group brings together read-only panels that consolidate platform operational metrics into summary cards and charts. There are no write operations on these screens — they serve for analysis of the development and growth of the areas in which the company operates.

Menu visibility

Each panel requires a different permission module. An operator only sees the panels whose modules are assigned to their role (dual permission — CPM enum on the backend + dynamic module in the DB). Panels without permission simply do not appear in the menu.

Available panels

PanelRoutePermissionWhat it shows
Manual payments/manage-payments/dashboardviewPaymentsManual deposits/payments (PIX/TED), Token and NFT purchases.
Automatic purchases/manage-transactions/dashboardviewGeneralJournalPurchase orders (Fiat/Crypto), Token vs NFT.
Withdrawals/manage-withdrawals/dashboardviewWithdrawalsWithdrawals by destination (Digital Bank / External / Crypto).
Users/users/dashboardviewUsersRegistration base: individuals/companies, nationality, digital account.
Balances/dashboard-balancesmanageCorporateAccountConsolidated balances by category (General, Crypto, Tokenization, Investments, Crowdfunding).
Strategic reports/strategic-reportsadminIntelligence reports: RFM, trends, conversion, seasonality, etc.

General notes

  • Financial values: totals are calculated from real data; internally the BackOffice uses BigNumber to sum values. Treat the numbers as analytical indicators, not as an official accounting statement (for that use Accounting and the Ledgers).
  • Loading state: panels display a spinner while loading and an error page when the query fails. A panel in error does not mean zero balance — it means the data service is unavailable.
  • Chart period: monthly history charts group entries by their creation month.