Executive Dashboard
Real-time view of sales, boarding, portfolio, and risk.
New Leads
0
12%this month
Qualified
0
8%this month
Applications
0
4%submitted
Active Merchants
0
6%vs last month
Monthly Volume
$7.8M
9%processed
Residual Revenue
$604K
11%monthly
Monthly Txns
412K
5%
Funding Volume
$6.9M
7%
Open Chargebacks
0
3%
Open Tickets
0
2%
Pipeline Value
$2.1M
14%
At-Risk Merchants
3
1%
Volume & Residual Trends
Last 7 months ($M / $M)
Sales Pipeline
Count by stage
New48
Contacting32
Discovery21
Proposal17
Verbal9
Won6
Agent Performance
Recent Transactions
Latest authorizations and captures across the portfolio.
| Time | Merchant | MID | Type | Amount | Status | Card |
|---|---|---|---|---|---|---|
| 2026-05-29 14:22:01 | Coffee Collective Inc | 0019418772 | Sale | $18.50 | Captured | Visa •••• 4412 |
| 2026-05-29 14:21:48 | Urban Outfitters LLC | 0019482104 | Auth | $429.00 | Authorized | Amex •••• 1009 |
| 2026-05-29 14:21:12 | Southwest Bistro | 0019465544 | Refund | ($55.00) | Processed | Mastercard •••• 3321 |
| 2026-05-29 14:20:55 | Global Logistics Corp | 0019473128 | Sale | $1284.40 | Settled | Visa •••• 0099 |
| 2026-05-29 14:20:31 | Coffee Collective Inc | 0019418772 | Sale | $7.25 | Captured | Discover •••• 8810 |