Flatpay UK · Retention/TPV Dashboard

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

Signed Sale → Installed → Activated, ending in three statuses: Live, Awaiting installation or Deactivated. Click any node to filter — definitions are in the panel on the right.

Stage & status definitions
Signed SaleDeal signed & submitted to the acquirer (bank) — the base population
InstalledTerminal installed & ≥ £120 TPV
ActivatedCrossed ≥ £2,500 TPV
AwaitingSigned Sale with no installation date yet (split <30 / >30 days)
LiveInstalled & not deactivated (split by actual-vs-expected TPV)
 · ZombieLive but no transaction in 30 days
DeactivatedHas a deactivation date
 · Rejected by bankNever got a working MID
 · CancelledDeactivated before £2,500 of sales
 · ChurnedDeactivated after £2,500 of sales

Lifecycle funnel

Outcome split

Booking source Lead type (in/outbound) Field (FS + MCC) Inside (TS) Lifecycle stage Live Deactivated 100%+ xTPV 50–100% 0–50% 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

By signed TPV bucket

Merchants grouped by their signed (Expected Annual) TPV. Actual vs Exp % = how that bucket performs; % of total Δ = its share of the overall TPV shortfall.

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

Deactivation type

Every deactivation is one of three, by how far the merchant got: Rejected by bank = never got a working MID · Cancelled = boarded but left before £2,500 of sales · Churned = left after £2,500 (a trading customer lost).

Deactivation reasons

The recorded reason behind each deactivation. 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 deactivations with a reason.

By industry (MCC)

Volume, retention and TPV performance by merchant industry.

Retention by industry

Actual vs Expected TPV by industry

By Sales Rep

Retention and TPV variance per rep — click any column header to sort. Use the Sales type filter for Field (BDRs) vs Inside. Min signings

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.