signed sales · Oct 2025 – Jun 2026 · lead source → onboarding lifecycle → outcome
Lifecycle funnel: booking source → lead type (in/outbound) → signed by → sent to bank → installed → activated. Active merchants split by actual vs expected TPV in quartile bands; the rest fall to Zombie merchants (no tx 30d), Failed onboarding, Cancelled or Churned. Click a source, lead type or team to filter.
Lifecycle funnel
Outcome split
Booking sourceLead type (in/outbound)Field (FS + MCC)Inside (TS)Lifecycle stageActive>100% xTPV75–100%50–75%25–50%0–25% xTPVInstallation backlogZombie (no tx 30d)Failed onboardingCancelledChurned
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
Failed onboarding = deactivated before a MID · Cancelled = 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 merchants grouped by reason. Bank Issue = bank rejected onboarding · Flatpay Issue = features/surcharge/service · Fraud = shut down by the bank · Lost to Competitor · Business Closed · Other. The raw reason in each group is shown in the breakdown below — flag any to recategorise.
Breakdown by subcategory
The raw cancellation reasons rolled into each group.
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
% base
Funnel down the rows, signed-date months across — %s are of each month's signed.
Retention by signing cohort
Population
Each row is the merchants signed in that month. Columns are months since signing — the % still active (not yet deactivated). Greyed cells haven't happened yet.
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.