HSA/FSA
New and Improved Dashboard Overview
Turn your HSA/FSA payments into a measurable, optimizable growth channel. The new Dashboard Overview delivers smarter analytics, expanded metrics, and a sleek, redesigned experience that makes it easier than ever to see what’s driving performance and growth.
November 19, 2025
Teddy Butz
Director of Product & Partner Marketing
Overview
Overview
Overview
We believe HSA/FSA isn’t just a payment method; it’s a new growth channel. Flex helps merchants build, scale, and optimize that channel with the same visibility they expect from every other part of their business.
The Flex Dashboard brings together everything merchants need to manage and grow their HSA/FSA channel, from payments, to eligibility, to analytics and reconciliation, all in one place. Our customers’ feedback has been clear: they wanted more metrics, more context, and a faster way to understand performance at a glance.
Today, we’re introducing the next evolution of that experience: a completely redesigned Dashboard Overview that puts actionable insights front and center.
Everything you need to grow your HSA/FSA channel
The redesigned Dashboard Overview brings your most important metrics together in a single, intuitive view. Now, you can track performance trends, uncover opportunities, and understand what’s driving growth, all without leaving the dashboard.
Here’s what’s new:
Expanded metrics: See AOV, customer conversion, and returning customer rate alongside total revenue and checkout sessions.
Top performers at a glance: Instantly identify your best-selling products and highest-value customers.
Eligibility insights: Visualize how your HSA/FSA-eligible products perform versus non-eligible SKUs to spot expansion opportunities.
Session-level visibility: Monitor checkout sessions by status to identify abandoned carts and improve conversion.
Beautiful new design: A cleaner, more modern look that makes complex data easy to understand and enjoyable to use.
Why this matters
For most merchants, traditional dashboards like Stripe or Shopify stop at basic transaction data.
Flex goes deeper. We’re the only platform that gives you end-to-end visibility into how your HSA/FSA channel is performing, from eligibility classification and payment mix to conversion trends and reconciliation-ready exports. Customers like Chilipad by Sleepme leverage our dashboard to look historically at key campaigns and calculate ROI.
“Flex’s dashboard analytics give us a clear view of what’s driving growth across our HSA/FSA channel. This makes it easy to track key metrics, measure incrementality, and understand which products and campaigns are truly moving the needle.” Alex Burcham, Marketing Manager, Chilipad
Whether you’re a growth marketer measuring campaign lift, or a finance or ops leader trying to quickly and accurately close the books, the Flex Dashboard delivers the insights you need to operate confidently.
Get started
Our vision for the Dashboard is to make HSA/FSA measurable, not just accepted. That means transforming what was once a “black box” into a clear, data-driven channel you can optimize like any other, from Meta Ads to Shopify to Amazon.
Log in to your Flex Dashboard to explore the new Overview and see why leading brands use Flex to build, scale, and optimize their HSA/FSA channel, all in one place. If a new customer looking to learn more, reach out to us for a live demo.
We believe HSA/FSA isn’t just a payment method; it’s a new growth channel. Flex helps merchants build, scale, and optimize that channel with the same visibility they expect from every other part of their business.
The Flex Dashboard brings together everything merchants need to manage and grow their HSA/FSA channel, from payments, to eligibility, to analytics and reconciliation, all in one place. Our customers’ feedback has been clear: they wanted more metrics, more context, and a faster way to understand performance at a glance.
Today, we’re introducing the next evolution of that experience: a completely redesigned Dashboard Overview that puts actionable insights front and center.
Everything you need to grow your HSA/FSA channel
The redesigned Dashboard Overview brings your most important metrics together in a single, intuitive view. Now, you can track performance trends, uncover opportunities, and understand what’s driving growth, all without leaving the dashboard.
Here’s what’s new:
Expanded metrics: See AOV, customer conversion, and returning customer rate alongside total revenue and checkout sessions.
Top performers at a glance: Instantly identify your best-selling products and highest-value customers.
Eligibility insights: Visualize how your HSA/FSA-eligible products perform versus non-eligible SKUs to spot expansion opportunities.
Session-level visibility: Monitor checkout sessions by status to identify abandoned carts and improve conversion.
Beautiful new design: A cleaner, more modern look that makes complex data easy to understand and enjoyable to use.
Why this matters
For most merchants, traditional dashboards like Stripe or Shopify stop at basic transaction data.
Flex goes deeper. We’re the only platform that gives you end-to-end visibility into how your HSA/FSA channel is performing, from eligibility classification and payment mix to conversion trends and reconciliation-ready exports. Customers like Chilipad by Sleepme leverage our dashboard to look historically at key campaigns and calculate ROI.
“Flex’s dashboard analytics give us a clear view of what’s driving growth across our HSA/FSA channel. This makes it easy to track key metrics, measure incrementality, and understand which products and campaigns are truly moving the needle.” Alex Burcham, Marketing Manager, Chilipad
Whether you’re a growth marketer measuring campaign lift, or a finance or ops leader trying to quickly and accurately close the books, the Flex Dashboard delivers the insights you need to operate confidently.
Get started
Our vision for the Dashboard is to make HSA/FSA measurable, not just accepted. That means transforming what was once a “black box” into a clear, data-driven channel you can optimize like any other, from Meta Ads to Shopify to Amazon.
Log in to your Flex Dashboard to explore the new Overview and see why leading brands use Flex to build, scale, and optimize their HSA/FSA channel, all in one place. If a new customer looking to learn more, reach out to us for a live demo.
Flex is the easiest way for direct to consumer brands and retailers to accept HSA/FSA for their products. From fitness and nutrition, to sleep and mental health, Flex takes a holistic view of healthcare and enables consumers to use their pre-tax money to do the same.