signed sales · Oct 2025 – Jun 2026 · lead source → onboarding lifecycle → outcome
Lifecycle funnel: booking source → lead type (in/outbound) → signed by → submitted 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% xTPVZombie (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.
By sales type
Field vs Inside — share of each type lost to each bucket.
By lead type
Inbound vs Outbound.
By source
By industry (MCC)
Volume, retention and TPV performance by merchant industry.
Retention by industry
Actual vs Expected TPV by industry
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 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.