Merchant dashboard system

Patent metadata

Field	Value
Publication number	US-2017192648-A1
Application number	US-201514985915-A
Country	US
Kind code	A1
Filing date	Dec 31, 2015
Priority date	Dec 31, 2015
Publication date	Jul 6, 2017
Grant date	—

Abstract

Systems and methods for providing a merchant dashboard system include a system provider device that receives, through communication over a network with a merchant device, a request to create a merchant account and determine one or more merchant attributes, which the system provider device may thereby use to suggest one or more dashboard widgets. The system provider device may then receive a selection of one or more dashboard widgets, and thereby create a customized merchant dashboard based on the received selections. Thereafter, merchant usage data may be collected and additional dashboard widgets may be suggested, providing a mechanism to update the merchant dashboard with timely and relevant widgets that may be of use to the merchant. Thus, the embodiments described herein provide merchants with a customizable, intelligent merchant dashboard system that actively assists the merchant in the completion of a variety of merchant-related tasks.

First claim

What is claimed is:

1 . A merchant dashboard system, comprising:
a non-transitory memory storing widget information; and one or more hardware processors coupled to the non-transitory memory and configured to read instructions from the non-transitory memory to cause the system to perform operations comprising:
receiving a request to setup a merchant account;
responsive to the request, determining at least one merchant attribute;
based on the at least one determined merchant attribute, suggesting at least one dashboard widget for display within a merchant dashboard; and
displaying, by way of a merchant device, the merchant dashboard including the at least one dashboard widget.

2 . The system of claim 1 , wherein the one or more hardware processors are further configured to read instructions from the at least one non-transitory memory to cause the system to perform operations comprising:
identifying another merchant that shares the at least one merchant attribute; and suggesting another dashboard widget, used by the another merchant, for display within the merchant dashboard.

3 . The system of claim 1 , wherein the one or more hardware processors are further configured to read instructions from the at least one non-transitory memory to cause the system to perform operations comprising:
prior to the displaying, receiving a widget selection from a merchant.

4 . The system of claim 1 , wherein the one or more hardware processors are further configured to read instructions from the at least one non-transitory memory to cause the system to perform operations comprising:
receiving data from at least one third-party source; and formatting the received data and displaying the received data by the at least one dashboard widget.

5 . The system of claim 1 , wherein the one or more hardware processors are further configured to read instructions from the at least one non-transitory memory to cause the system to perform operations comprising:
receiving data from at least one third-party source, wherein the received data is not associated with the at least one dashboard widget; and creating a notification, displayed within the merchant dashboard, to alert the merchant.

6 . The system of claim 1 , wherein the one or more hardware processors are further configured to read instructions from the at least one non-transitory memory to cause the system to perform operations comprising:
collecting merchant usage data for a plurality of merchants, wherein the plurality of merchants share at least one merchant attribute; and suggesting another dashboard widget, based on the collected merchant usage data, for display within the merchant dashboard.

7 . The system of claim 6 , wherein the collected merchant usage data includes a list of widgets used by each of the plurality of merchants.

8 . The system of claim 6 , wherein the one or more hardware processors are further configured to read instructions from the at least one non-transitory memory to cause the system to perform operations comprising:
updating the merchant dashboard to include the another dashboard widget for display within the merchant dashboard.

9 . The system of claim 1 , wherein the one or more hardware processors are further configured to read instructions from the at least one non-transitory memory to cause the system to perform operations comprising:
determining a performance level for a given metric monitored by a merchant; based on the determined performance level, assigning a corresponding color to the at least one widget; and displaying, by way of a merchant device, the merchant dashboard including the at least one dashboard widget having the assigned color corresponding to the determined performance level.

10 . The system of claim 9 , wherein the performance level is determined based on a combination of the merchant's past performance and the past performance of another merchant that shares the at least one merchant attribute with the merchant.

11 . A method for providing a merchant dashboard, comprising:
receiving, by a system provider device through a network, a request to setup a merchant account; responsive to the request, determining, by the system provider device, at least one merchant attribute; based on the at least one determined merchant attribute, suggesting, by the system provider device, at least one dashboard widget for display within a merchant dashboard; and displaying, by the system provider device and through a merchant device, the merchant dashboard including the at least one dashboard widget.

12 . The method of claim 11 , further comprising:
identifying, by the system provider device, another merchant that shares the at least one merchant attribute; and suggesting, by the system provider device, another dashboard widget, used by the another merchant, for display within the merchant dashboard.

13 . The method of claim 11 , further comprising:
receiving, by the system provider device, data from at least one third-party source; formatting, by the system provider device, the received data; and displaying, by the system provider device, the received data by the at least one dashboard widget.

14 . The method of claim 11 , further comprising:
receiving, by the system provider device, data from at least one third-party source, wherein the received data is not associated with the at least one dashboard widget; and creating, by the system provider device, a notification that is displayed within the merchant dashboard to alert the merchant.

15 . The method of claim 11 , further comprising:
collecting, by the system provider device, merchant usage data for a plurality of merchants, wherein the plurality of merchants share at least one merchant attribute; and suggesting, by the system provider device, another dashboard widget, based on the collected merchant usage data, for display within the merchant dashboard.

16 . The method of claim 11 , further comprising:
determining, by the system provider device, a performance level for a given metric monitored by a merchant; based on the determined performance level, assigning, by the system provider device, a corresponding color to the at least one widget; and displaying, by the system provider device and through a merchant device, the merchant dashboard including the at least one dashboard widget having the assigned color corresponding to the determined performance level.

17 . A non-transitory machine-readable medium having stored thereon machine-readable instructions executable to cause a machine to perform operations comprising:
receiving a request to setup a merchant account; responsive to the request, determining at least one merchant attribute; based on the at least one determined merchant attribute, suggesting at least one dashboard widget for display within a merchant dashboard; and displaying, by way of a merchant device, the merchant dashboard including the at least one dashboard widget.

18 . The non-transitory machine-readable medium of claim 17 , wherein the method further comprises:
identifying another merchant that shares the at least one merchant attribute; and suggesting another dashboard widget, used by the another merchant, for display within the merchant dashboard.

19 . The non-transitory machine-readable medium of claim 17 , wherein the method further comprises:
receiving data from at least one third-party source; and formatting the received data and displaying the received data by the at least one dashboard widget

Assignees

• Paypal Inc

Inventors

• Abedin Sheikh Ashraful
• Lui Darwin
• Hoare Emma Catherine
• Chand Gulshan Ramesh
• Bozovich Jr David Paul
• Bakun Damon
• Lee Jennifer Tran
• Yaplee Allene Jeanne
• Naidu Arvind
• Raj Amal John Paul
• Kuo Wei Ting
• Maley Kishore
• Rao Sameera Agrahara Gopalakrishna
• Satalkar Gautam
• Lim Jeremie Michaels Daguman
• Guobjartsson Rúnar
• Kim Jiwoong

Classifications

• G06F3/04842 Primary

  Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) · CPC title

• G06Q10/06393 Primary

  Score-carding, benchmarking or key performance indicator [KPI] analysis · CPC title

• G06F3/0482

  Interaction with lists of selectable items, e.g. menus · CPC title