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Getting Started

Dashboard Overview

Your daily command center for reviewing scored returns and refunds.

The dashboard is the page you land on when you open RefundSentry. It pulls the day’s most important signals into one view: how many refunds were scored, how much money is on the line, what needs a decision, and a unified feed of every refund, flagged order, and alert worth your time.

Headline metrics

Six tiles run across the top. They animate in on load so the latest numbers are obvious at a glance.

  • Refunds Scored — Every refund event RefundSentry has evaluated for the current period. Counts refund-only flows too, not just Shopify-native returns.
  • Value at Risk — Dollar exposure across open high-confidence risk, with a week-over-week trend.
  • Pending Actions — Total holds, alerts, and watches waiting on a decision, broken down inline.
  • Savings This Month — Money kept in your pocket by actioned high-risk refunds. Click through to the full ROI report.
  • High-risk orders (last 24h) — Click to deep-link into Orders filtered to HIGH zone in the trailing 24 hours.
  • Open returns — Native returns awaiting your decision (REQUESTED or APPROVED with no refund yet). Click to jump to Returns.

Learning progress & backfill

The card next to the KPIs adapts to where your shop is in its lifecycle. During the initial backfill it shows real-time progress through the historical-data stages. Once backfill completes you get a CTA into the insights welcome view. After that it surfaces the learning signal — RefundSentry calibrates per-merchant baselines and reliability priors over the first few weeks, and the card tells you how far along that process is.

Side panel

  • Risk distribution donut— HIGH / MEDIUM / LOW breakdown of the current feed. Click a segment to filter the feed below to that zone.
  • Monthly Savings card— Running total for the current month with a progress bar against goal and a multiplier showing ROI against your plan price.
  • Needs Attention— A short, prioritised list of the most urgent items so you don’t have to scroll the feed to find them.

Activity feed

Four tabs across the top of the feed:

  • All Activity— Everything mixed in chronological priority order.
  • Refunds— Scored refund events only.
  • Flagged Orders— Pre-fulfilment orders that scored HIGH so you can intervene before they ship.
  • Alerts— Fraud-ring detections, chargeback cascades, and other system-level alerts.

Two chip groups underneath stack on top of the tab selection:

  • Risk— High / Medium / Low, multi-select.
  • Status— Chargeback, Fraud ring, INR claims, Watched. Useful for slicing down to a specific abuse pattern.

Bulk actions

Tick the checkbox on any feed row to reveal the bulk-action toolbar. You can tag, add a note, run a workflow, or export the selected rows to CSV in one click. Especially useful for clearing a backlog after a few days away.

Banners you may see

  • Demo data— Brand new stores see a pre-populated synthetic dashboard so you can learn the product before your first real refund lands. It disappears automatically once live data flows in.
  • Real data— A confirmation banner when the demo flips off and you’re looking at your own scored events.
  • Backfill progress— Shown while the historical scoring pass is still running through orders, returns, refunds, fulfilments, chargebacks, and aging inference.
  • Education tip— A short week-N tip with a relevant link, dismissible. Hidden in demo mode — the tips only apply to real data.
  • Open Full Dashboard— When you’re inside the embedded Shopify admin, this banner offers a one-click hand-off to the standalone app in a new tab. Same data, more screen real estate.

The most useful workflow

  1. Open the dashboard, click the High chip.
  2. For each row, click through to the detail page (or open the related Shopify order via the row action).
  3. Read the signal breakdown — the top signals tell you why the score is high.
  4. Approve, hold, escalate, or kick off a workflow.

Most merchants spend 5–10 minutes a day on this loop. Once you have workflowsset up, the easy decisions are already automated and the loop drops to 2–3 minutes.

Deep links

Filter state lives in the URL. You can bookmark views like ?tab=refunds&risk=HIGH or ?tab=alerts&status=fraud_ringand share them with teammates — whoever opens the link sees the same filters applied.

Next steps