Revenue at Risk (live) for the selected period.
At a glance
A live dollar figure for the revenue currently exposed to loss, the value of orders that could fail, cancel, or refund because of an operational problem right now. It rolls up the money sitting behind open orders that cannot be fulfilled, items at oversell risk, and orders held by payment or stock issues. Where the other operational cards count problems, this one prices them, so an owner or finance lead can see, in money, what is at stake before it becomes an actual loss.
Calculation
Calculated automatically from your Square Online data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.Worked example
A US apparel merchant on Square. One flagship store plus a Square Online storefront shipping nationwide. The card is read at 09:00 on 14 Mar 26. A popular jacket has drifted into oversell, and a payment-processor blip has left a cluster of web orders unconfirmed.
Three things to notice:
- The alert fires because the figure is above zero. $5,410 is exposure, not yet a loss. Everything on this list can still be saved: restocking or capping the jacket, reprocessing the held payments, sourcing the add-on. The card exists to prompt that action while the orders are still recoverable.
- The biggest line is the oversell, and it has an upstream cause. The $3,740 jacket exposure traces straight back to Oversell Risk and the drift that caused it. Pricing the risk here tells you which problem to fix first, the oversell, not the smaller payment hold.
- It is live, so it falls as you fix things. Unlike a period metric, this figure drops the moment you resolve a cause: reprocess the payments and $1,260 comes off immediately. Watching it tick down is the fastest confirmation that an incident is under control.
Sibling cards merchants should reference together
Reconciling against Square
Where to look in the Square Dashboard: There is no single Square Dashboard tile that reports revenue at risk, it is a Vortex IQ composite that prices several live signals together. To reconcile it, check the underlying pieces in Square: Items & Orders, Orders filtered to open and unconfirmed states for the order values, and Inventory for the items projected to go negative. Summing the value of those at-risk orders by hand should approximate this card. Other Square Dashboard views that relate but are not the same:- Orders, filtered to open / unconfirmed: the order values that feed the exposure. Summing these approximates the figure.
- Inventory, low stock and out of stock: the stock signals behind oversell exposure, but not a revenue figure.
- Reports, Refunds: realised losses, the outcome of unresolved risk, not the live exposure itself.
- Reports, Sales summary: completed revenue, the opposite of at-risk, money already safely earned.
Cross-connector reconciliation:
Why this card is distinctive to Square: because Square runs orders, payments, and inventory on one platform under a single merchant of record, the signals that create risk, the open queue, the on-hand counts, the payment state, all live in one place and can be priced together live. On platforms where POS, payments, and inventory are separate products, assembling a single live exposure figure is far harder.
Known limitations / merchant FAQs
Is revenue at risk money I have already lost? No. It is exposure, the value of orders that could still fail, cancel, or refund if you do nothing. Resolve the cause in time and that value is never lost. The card is an early-warning price tag, not a record of loss. For realised loss, watch Refund Rate and Canceled Orders (24h). Why did the alert fire on a small figure? Because the trigger is any value above zero. Even a small at-risk figure represents real orders you can still save, so the card surfaces it. The size tells you how urgent it is: a few hundred dollars is a quick fix, several thousand warrants immediate attention. What goes into the figure? The value of open orders blocked from fulfilment, orders for items projected to go negative on hand (oversell), and orders held by payment or stock problems. Each underlying problem has its own diagnostic card; this one totals the money so you can prioritise by value, not just by count. How do I bring it down? Fix the largest underlying cause first. Open the card alongside Oversell Risk and Open Orders to find which line dominates the exposure, then act on that, restock or cap an oversold item, reprocess held payments, source a blocked add-on. The figure falls live as each cause clears. Why does the number keep changing? Because it is recomputed continuously. Orders resolve, payments confirm, and stock moves throughout the day, so the live figure rises and falls in real time. That is the point: you can watch it drop as you work through an incident. For a stable historical view, the realised outcome lives on the refund and cancellation cards. Does this include POS as well as web? Yes, all channels. In practice most at-risk value sits on the web channel, because POS sales close instantly at the till and rarely linger in a risky state. But an unpaid invoice or a stock-blocked in-store order can contribute too. Filter bysource.name to see the channel breakdown.
Can I change the alert threshold?
The default fires above zero, because any genuine exposure is worth seeing. A high-volume merchant who always carries some baseline exposure may prefer a value floor so only material risk alerts. The per-merchant threshold can be set in your Vortex IQ workspace.