Dashboard

After logging in to your store's admin panel, you land directly on the dashboard — your central hub for monitoring store performance.

What You Can See

The home screen has a calm, focused layout with three tabs:

Tab	Description
Overview	A 30-day performance card, start cards with your next steps, and a news preview
Orders	Latest orders and their statuses (with an unread badge)
Launch	Pre-launch readiness checklist

Detailed analytics (the Overview, Pages, Traffic, Campaigns and Products tabs) has its own page under Insights › Analytics › Analytics Overview. News has no top-level tab of its own — open it via the View all link on the news preview in the Overview.

Overview tab

The Overview is built from a few parts:

• Quick chips with live counts (Fulfill orders, Finish setup) that take you straight to the right place.
• Last 30 days — the performance card with KPIs for the last 30 days: Sales, Orders, Customers, and Conversion rate, each with a comparison to the previous period and an interactive chart. The View analytics link takes you to the full analytics.
• Start cards — the large cards Launch with a ready-made theme and Add your first products (once you have products it is replaced by Build your pages in Canvas), the Discover store features card, and smaller cards with the steps you still have left from the launch checklist.
• News preview — the latest announcements from the Merzio platform, with a link to the full list.

Welcome in a new store

On the first visit to a freshly created store the dashboard greets you with the headline Welcome to Merzio! and the question What would you like to start with? — the start cards sit right below it. On later visits it reads Welcome back!

Admin tour

The tour never starts by itself. The dashboard only offers it in the Want a quick tour? dialog — choose Start the tour or Not now. You can start it any time later with the Guide button in the top right of the dashboard.

Sidebar Navigation

On the left side of the screen you'll find the sidebar. It provides access to all sections of the application, organized into groups:

• Sales — orders, documents (tax documents, advance invoices, credit notes, delivery notes), withdrawal requests, export, and Merzio pay if it is available for your store
• Catalog — products, pricelist, attributes, product feeds, imports, categories, filters, services and stock
• People — customers, staff, customer groups, B2B customer groups, reviews and the loyalty program
• Engage — marketing (coupons, gifts, announcements, popups, tracking codes, quantity discounts), newsletter, abandoned cart, content (pages, blog, FAQ) and Design (Canvas, themes, custom code, menu, footer)
• Insights — analytics and product recommendations
• System — Basic Settings (payments, shipping, emails, policies & documents, currency, countries, tax, SEO), Additional Settings (AI, invoices, localization, add-ons…) and Store features

Shortcuts and pinning the sidebar

• Shortcuts — pin the pages you use most to the top of the sidebar (up to 5). Hover a menu item and click the pin icon; add more via Add shortcut in the Shortcuts section.
• Pin sidebar — on: the sidebar stays open until you collapse it. Off: it collapses and expands on hover.

Analytics in depth

For guides to Insights › Analytics › Analytics Overview (revenue, orders, conversion), Product listing analytics (product grids, filters, listing behavior), and Search & Analytics (customer-facing search), see Analytics Dashboard, Product listing analytics, and Storefront search.

Mobile Friendly

The entire application works comfortably on a mobile phone — the interface is fully responsive.

How the admin works

Most screens behave the same way, so what you learn on one applies elsewhere.

Lists (products, orders, customers…):

• Search and the Filter button — the chosen filters appear as chips you remove with one click.
• Columns — choose which columns you want to see and in what order; the choice is remembered in your browser.
• Bulk actions — select rows and a floating bar with actions for the selection appears at the bottom.
• Row actions — icons at the end of the row and the ⋯ menu with more options (Edit, Delete…).

Forms (editing a product, settings…):

• After a change, an Unsaved changes bar appears with the Save Changes and Discard buttons.
• If you try to leave with unsaved changes, the admin warns you.

Quick search — press Ctrl + K (⌘ + K on a Mac) or click the Search admin pages... field in the top bar and type the name of the page you want to go to.

Merzio AI — at the bottom centre of every page there is the field Ask Merzio AI or give it a task…. The assistant answers questions about your store and helps with tasks; see Merzio AI.

Store features

Path: System › Store features

On this screen you switch individual store features on and off (loyalty program, reviews, gifts, carrier add-ons and more). A feature that is switched off is only hidden from the sidebar — nothing is uninstalled and you can switch it back on any time. The Enable all and Disable all buttons flip every feature at once.

Can't see a menu item?

If a section described in this guide is missing from your sidebar, look in Store features first — it is probably switched off.

Notifications

In the admin panel's top bar, system notifications appear — for example, low stock alerts, new orders, or messages from the support team.

Support chat

Along the bottom edge of the admin there is a bar with a link to the Help Center, the support e-mail and the Support Chat button (with its Online / Offline status). The chat window has two tabs:

• Chat — write a message to the Merzio team. You can attach up to 5 files, each up to 10 MB.
• Help & Contact — a link to the help center and a contact form.

When support is offline you can leave a message — we answer as soon as we are back online. While support is offline you can have only one open chat, and after a few messages without a reply (at most 3 in a row) the chat asks you to wait for our answer.

Launch Checklist

The dashboard has a Launch tab with the checklist Get your store ready to launch. The completion percentage counts 10 core steps:

1. Upload your logo and set up your brand
2. Fill in SEO settings
3. Configure shipping methods
4. Configure payment methods
5. Set up taxes & VAT
6. Fill in your company details for invoices
7. Set up invoice numbering and appearance
8. Publish your terms, privacy policy and complaints procedure (see Policies and documents)
9. Add your first products
10. Create categories

Each step has a Configure button that takes you to the right screen. Below them is the Even better store section with extra tips (product assistant, search, stock, product display, a paid plan and a custom domain) — these don't count toward the percentage.

Floating readiness indicator

Besides the dashboard tab, a floating indicator in the bottom-right follows you across the whole admin with the text "N steps to launch". Clicking it opens the list of steps with links to each setting. The indicator is not shown on the dashboard itself and disappears once all core steps are done.

INFO

Learn more about initial setup in the Registration & Account Creation section.