Flatpay UK · Retention/TPV Dashboard

signed sales · Oct 2025 – Jun 2026 · lead source → onboarding lifecycle → outcome

Lifecycle funnel: signed by → sent to bank → installed (≥£120) → activated (≥£2.5k), ending in three statuses — Live (installed & not deactivated; split by actual vs expected TPV, with Zombie pulled out regardless of TPV), Awaiting installation (split <30 / >30 days), and Deactivated (Rejected by bank / Cancelled / Churned). Click any node to filter.

Lifecycle funnel

Outcome split

Booking source Lead type (in/outbound) Field (FS + MCC) Inside (TS) Lifecycle stage Live Deactivated >100% xTPV 75–100% 50–75% 25–50% 0–25% xTPV Awaiting install <30 days >30 days Zombie (no tx 30d) Rejected by bank Cancelled Churned

Source breakdown

Actual vs expected TPV

Expected-to-date is Flatpay's projected TPV pro-rated to today (the Projected TPV to date column). Actual-to-date is realised TPV (Total TPV to date). Actual vs Expected % = actual ÷ expected-to-date. Only signings with both figures are included.

By source

Expected-to-date (hatched) vs actual (solid). % = actual ÷ expected.

Actual vs Expected spread

How merchants land vs their expected-to-date TPV.

By sales type

Actual vs Expected by month

By Signed Date month — realised TPV against expected-to-date, like the signings-by-month view.

Full TPV table by source

Deactivations & zombies

Rejected by bank = sent to bank but never got a working MID (no install, no TPV) · Cancelled = boarded, deactivated before £2,500 of sales · Churned = after £2,500 · Zombie = still live but no transaction in 30 days.

Inactive mix by sales type

100% composition of each type's inactive merchants (total inactive labelled on the right).

Inactive mix by lead type

100% composition — Inbound vs Outbound.

By source — inactive share & segments

Why merchants churn

Deactivated by Bank = fraud or bank rejection · Unhappy with Flatpay = features/surcharge/service · Cancelled by Flatpay · Lost to Competitor · Business Closed · No reason given · Other.

Monthly trend

Breakdown by subcategory

Click a group to expand its sub-reasons. All %s are of total churn.

By industry (MCC)

Volume, retention and TPV performance by merchant industry.

Retention by industry

Actual vs Expected TPV by industry

Sales managers & inside reps

Retention and TPV variance per rep (sorted by signings). Use the Sales type filter for Field (BDRs) vs Inside. Min signings

Signings by month

Split by sales type, by Signed Date month.

Monthly funnel progression

Funnel down the rows, signed-date months across — %s are of each month's signed. Use the Merchants toggle up top to switch population.

Retention by signing cohort

Each row is the merchants signed in that month. Columns are months since signing — the % still live (not yet deactivated). Greyed cells haven't happened yet. Use the Merchants toggle up top to switch population.

Cohort summary

Size, activation, current retention and average monthly loss per signing cohort.

TPV deviation by cohort

Realised vs expected-to-date TPV per signing cohort — how each month's intake is performing on revenue.

Field Sales vs Inside Sales

Side-by-side on volume, retention and TPV. Field = FS self-gen + MCC-booked in-person meetings; Inside = TS, closed over the phone.

Lead mix (in/outbound)

Termination reasons