Partner Dashboard
All partners · Last updated just now
Active Partners
14
↑ 2 this month
Total Merchants
847
↑ 38 this month
MTD Volume
$4.2M
↑ 11% vs last month
MTD Residuals
$38.4K
↑ 8.3% vs last month
Pending Apps
23
Avg 3.2 days in queue
Auth Rate
97.2%
↓ 0.4% vs last week
Processing Volume — 30 Days
All partners combined
30d90d
Merchant Status
Across all partners
Active 612 Pending 23 Inactive 189 Suspended 23
Top Merchants — MTD Volume
Across all partners
HB
Harbor Bistro
Coastal Commerce
$218K
LD
Lakeview Dental
Summit Lending
$194K
GV
Green Valley Market
NovaPay
$176K
PA
Pines Auto Group
Apex Elite
$163K
MP
Metro Print Shop
Rivermark
$141K
Tickets
12 open · 3 urgent
🔴
Chargeback spike — Coastal Commerce
CB ratio 1.8% · Harbor Bistro
⚡ Assigned to youMaster Admin
4m
🔴
Underwriting hold — NovaPay
Documents expired, re-submission needed
Assigned to: Sara R.
18m
🟡
Application review — Apex Elite
High-risk merchant flagged
⚡ Assigned to you
1h
🔵
Terminal setup — Summit Lending
PAX A920 provisioning pending
Assigned to: Dan M.
2h
🔵
Residual discrepancy — Rivermark
$214 shortfall vs processor
⚡ Assigned to you
3h
🔵
Gateway credential refresh
NovaPay — 3 Stripe gateways expiring
Unassigned
7h
Messaging
5 unread · 3 threads
JC
James C. · Apex Elite2m
Re: Harbor Bistro onboarding
Merchant asking why they haven't received the DocuSign yet...
SR
Sara R. · NovaPay14m
Green Valley Market
Terminal arrived but can't get gateway credentials to load...
DM
Dan M. · Summit41m
Commission question
Seeing different numbers for March vs what we agreed...
TP
Tara P. · Rivermark2h
New merchant referral
High volume restaurant group, ~$80K/mo...
BC
Blake C. · Coastal3h
Chargeback — Harbor Bistro
4 chargebacks this week, situation escalating...
Alerts
9 merchants with active alerts
⚠️
Harbor Bistro Chargeback
CB ratio 1.8% · Coastal
4m ago
🕐
Pines Auto Group No Batch
No batch in 3 days · Apex Elite
18m ago
📉
Green Valley Market Vol Drop
Volume down 42% WoW · NovaPay
1h ago
🔵
Lakeview Dental Auth Rate
Auth rate dropped to 88% · Summit
2h ago
⚠️
Metro Print Shop Chargeback
2 new chargebacks today · Rivermark
3h ago
🕐
Sunrise Cafe No Batch
No batch in 5 days · Apex Elite
4h ago
📉
Coastal Spa & Salon Vol Drop
Volume down 61% WoW · Coastal
5h ago
Partner Overview
Commission · Users · Funnel cycle
Partner Merchants MTD Vol Commission Status
AE
Apex Elite
218$921K1.2%
SL
Summit Lending
184$784K1.1%
NV
NovaPay
157$641K1.5%
RM
Rivermark
132$512K0.9%
CC
Coastal Commerce
94$487K1.4%
Application Funnel
Submitted
86
In Review
67
Approved
53
Activating
28
Processing
21
Declined
11
Avg time to approval
3.2 days
↓ 0.8d faster than last month
Recent Activity
All partners · Live
✅
Merchant approved — Green Valley Market (NovaPay)
just now
📋
Application submitted — Sunrise Bakery via Apex Elite
3 min ago
⚠️
Alert triggered — Harbor Bistro chargeback threshold
4 min ago
💬
Message received — James C. (Apex Elite)
6 min ago
💳
First batch — Lakeview Dental · $4,280
12 min ago
👤
New user added — Sara R. joined NovaPay
28 min ago
📤
DocuSign sent — Metro Print Shop · Rivermark
34 min ago
🕐
No batch alert — Pines Auto Group · 3 days
41 min ago
Tickets
12 open · 3 assigned to you · 2 urgent
Open
12
↑ 3 since yesterday
Assigned to Me
3
Needs attention
Urgent
2
Escalated this week
Avg First Response
1.4h
↓ 0.3h vs last week
Resolved Today
7
↑ 2 vs yesterday
All 12
Mine 3
Urgent 2
In Review 4
Resolved 7
12 tickets Last activity ↕
#TKT-048 Urgent
Chargeback spike — Harbor Bistro
Harbor Bistro · Coastal CommerceOpen
MA
You
4 min ago
#TKT-047Urgent
Underwriting hold — NovaPay merchant
Green Valley Market · NovaPayIn Review
SR
Sara R.
18 min ago
#TKT-046High
Application review — high-risk merchant
Sunrise Bakery · Apex EliteIn Review
MA
You
1 hr ago
#TKT-045Normal
Terminal setup — PAX A920 provisioning
Lakeview Dental · Summit LendingOpen
DM
Dan M.
2 hr ago
#TKT-044Normal
Residual discrepancy — $214 shortfall
Rivermark FinancialOpen
MA
You
3 hr ago
#TKT-043High
Rate renegotiation — interchange+ request
Metro Print Shop · Apex EliteIn Review
JC
James C.
5 hr ago
#TKT-042Normal
Gateway credential refresh — 3 expiring
NovaPay SolutionsUnassigned
Unassigned
7 hr ago
#TKT-041Low
Statement retrieval — 3 months consolidated
Coastal CommerceOpen
BC
Blake C.
1 day ago
#TKT-048 · Opened 4 minutes ago
Chargeback spike — Harbor Bistro exceeding 1.5% threshold
Status · Open
Priority · ● Urgent
Type · Chargeback
Assigned ·
MA
You
Partner · Coastal Commerce
Created by · System (Alert)
Channel · ✉ Email
Ticket created automatically from chargeback alert · Mar 4, 2026 · 3:56 PM
System AlertAuto3:56 PM
Harbor Bistro (merchant ID: MRC-2291) has exceeded the chargeback ratio threshold. Current ratio: 1.8% (threshold: 1.5%). 4 chargebacks filed in the last 7 days totaling $1,240. Processor: First Data. Risk level: High.
Blake C. · Coastal CommerceInternal Note3:58 PM
I just got off the phone with the merchant. They say they had an issue with a catering event last weekend — several guests disputed charges saying they didn't authorize the amount. They're planning to fight the disputes. Should we put a temporary hold on high-ticket transactions until this is resolved?
Harbor Bistro (Merchant) ✉ Email 4:01 PM
Hi, we just got flagged for chargebacks. These were all from our catering event on March 1st — a few guests are disputing the charges but we have signed receipts for all of them. We want to fight these. What do we need to send you?
4:02 PMMaster Admin (You)
Good to know — please send us signed receipts, any event contracts, and the guest authorization forms if you have them. We'll need the transaction IDs from your terminal as well. We're reviewing now and will guide you through the dispute process.
Harbor Bistro (Merchant) 💬 SMS 4:08 PM
Got it. TXNs: TXN-88421, TXN-88430, TXN-88451, TXN-88502 — all March 1. Sending receipts now via email. Total in dispute: $1,240. We have everything signed.
Harbor Bistro (Merchant) 🖥 Portal 4:11 PM
Uploaded 4 signed receipts and the event contract to the portal. File names: receipt_88421.pdf, receipt_88430.pdf, receipt_88451.pdf, receipt_88502.pdf, catering_contract_march1.pdf.
Master Admin (You)Internal Note4:14 PM
Checked all 4 TXNs — no prior fraud flags on the card BINs. Dispute reason codes are all 4853 (Cardholder Dispute, Services Not Rendered). Merchant has submitted full docs. Strong case to fight. Recommend filing representment on all 4. MCA level is fine — no hold needed.
Ticket status updated: Open → In Review · 4:15 PM
Reply to Merchant
Internal Note
📎
@
⚡
📖
Merchant
HB
Harbor Bistro
Coastal Commerce · MRC-2291
ActiveHigh Risk
MTD Vol
$218K
Auth Rate
94.1%
Last Batch
Today
CB Ratio
1.8%
MCA Utilization$4,200 / $6,000
Ticket Details
CreatedMar 4, 3:56 PM
Last activity4 min ago
ProcessorFirst Data
Reason code4853
Total disputed$1,240
SLA4h 46m left
Related Tickets
#TKT-039 · Auth rate drop 2 wks
#TKT-031 · Chargeback (resolved) 1 mo
#TKT-018 · High-risk flag 3 mo
Quick Actions
Analytics
All partners · March 2026
Sell
Onboard & Activate
Support
Portfolio
New Leads MTD
142
↑ 18 vs last month
Apps Submitted
86
↑ 11 vs last month
Close Rate
60.5%
↑ 4.2% vs last month
Avg Deal Size
$14.2K
Vol/mo at activation
Pipeline Value
$1.84M
↑ 22% vs last month
Processors Added
3
YTD: 7 integrations
Sales Pipeline Funnel
Leads through to processing · MTD
New Leads
142
100%
Qualified
104
73%
Demo / Meeting
81
57%
App Submitted
86
61%
Approved
60
42%
Activated
45
32%
Processing
37
26%
Monthly Volume by Partner
Apex Elite
Summit
NovaPay
Rivermark
Lead Sources
Partner Referral48%
Inbound / Web24%
ISO Outbound17%
Events11%
Rep Leaderboard — MTD
RepLeadsAppsClosedClose RateVol BoardedTrend
JC
James C.Apex Elite
34241979%$218K↑ 12%
SR
Sara R.NovaPay
28191368%$176K↑ 8%
DM
Dan M.Summit
22161063%$141K↓ 3%
TP
Tara P.Rivermark
1914857%$112K→ flat
BC
Blake C.Coastal
1410550%$82K↓ 9%
Close Rate Trend
Pending Onboard
23
Avg 3.2d in queue
Doc Completion
87%
↑ 6% vs last month
Avg Time to Approval
3.2d
↓ 0.8d faster
Avg Time to First Batch
6.1d
↓ 1.2d faster
Activation Rate
84%
↑ 3% vs last month
Activated MTD
37
↑ 8 vs last month
Onboarding Funnel
Active applications in pipeline
App Submitted
86
100%
Docs Requested
78
91%
Docs Complete
68
79%
UW Approved
53
62%
Eq. / Setup
42
49%
First Batch ✓
37
43%
Drop-off
57%
Biggest gap
Docs → UW
Declined MTD
11
Avg Time to First Batch
Rolling 30-day average · days
Activation Rate by Partner
Merchants Stalled in Onboarding
No stage progression in > 7 days
MerchantPartnerCurrent StageDays StalledBlockerAssignedAction
Sunrise BakeryApex EliteDocs Incomplete14Bank statement missingJames C.
Harbor HardwareNovaPayUW Review9High-risk SIC flagSara R.
Blue Ridge RentalsSummitEq. Setup8Terminal not shippedDan M.
Coastal Spa & SalonCoastalDocs Incomplete7Owner ID expiredBlake C.
Open Tickets
12
↑ 3 vs last week
Avg First Response
1.4h
↓ 0.3h faster
Avg Resolution Time
8.2h
↓ 1.1h vs last month
CSAT Score
4.6/5
↑ 0.2 vs last month
Resolved Today
7
↑ 2 vs yesterday
Ticket Volume — 30 Days
Opened vs Resolved
Opened
Resolved
Tickets by Type
Chargeback31%
Underwriting24%
Activation21%
Residuals14%
General10%
Avg Resolution Time by Type
SLA At Risk
Tickets approaching or past SLA window
TicketTypeMerchantAssignedOpenedSLA Status
#TKT-047UnderwritingGreen Valley MarketSara R.18 min ago⚠ 2h 12m left
#TKT-048ChargebackHarbor BistroYou4 min ago4h 46m left
#TKT-046App ReviewSunrise BakeryYou1 hr ago6h left
#TKT-043Rate ReviewMetro Print ShopJames C.5 hr ago7h left
SLA Compliance
91%
Tickets resolved within SLA
Urgent (4h SLA)85%
High (8h SLA)93%
Normal (24h SLA)97%
MTD Volume
$4.2M
↑ 11% vs last month
Active Merchants
612
↑ 28 this month
Portfolio Auth Rate
97.2%
↓ 0.4% vs last week
Portfolio CB Rate
0.41%
↑ 0.06% vs last month
Residuals MTD
$38.4K
↑ 8.3% vs last month
MCA Outstanding
$84K
Across 14 advances
Processing Volume by Partner — 30 Days
Apex Elite
Summit
NovaPay
Rivermark
Coastal
Auth Rate Trend
Volume by Processor
First Data38%
TSYS27%
Heartland19%
Elavon16%
Portfolio Health — By Partner
Auth rate · CB rate · Volume trend · Health score
PartnerMerchantsMTD VolumeAuth RateCB RateResidual MTDVol TrendHealth
AE
Apex Elite
 218$921K 98.1% 0.28% $12,400 ↑ 14%
92
SL
Summit Lending
 184$784K 97.8% 0.31% $9,800 ↑ 9%
88
NV
NovaPay
 157$641K 96.4% 0.52% $7,200 ↑ 6%
76
RM
Rivermark
 132$512K 97.9% 0.33% $5,400 → flat
84
CC
Coastal Commerce
 94$487K 94.1% 1.24% $3,600 ↓ 4%
58
Merchant Portfolio
All partners · 847 merchants
Total MTD Volume
$4,247,832
↑ 11% vs last month
Total Residuals MTD
$38,400
Across 612 active
Active Merchants
612
of 847 total
Pending Activation
23
Avg 68% complete
Avg Auth Rate
97.2%
↓ 0.4% vs last week
Alerts Active
9
Requires attention
All Merchants 847
Active 612
Pending 23
Inactive 189
Suspended 23
Risk ▾
Source ▾
Date Range ▾
Last Activity ▾
Created by ▾
Assigned to ▾
High Risk ✕
⊞ Columns
⟳ Sync
Business ↕ Status ↕ Risk ↕ Volume MTD ↓ Residual ↕ Last Batch ↕ MCA ↕ Created ↕ Source ↕ Last Activity ↕ Assignee ↕
Harbor Bistro
MID: 7823-4491-0012
Active
 High $218,440 $5,461
$12,440Mar 4, 2026
 —
Nov 4, 2025Coastal
 Portal 2h ago
BC
Blake C.
→
Lakeview Dental
MID: 7823-3312-0087
Active
 Low $194,280 $4,857
$8,120Mar 2, 2026
$18K paid64%
Sep 18, 2025Summit
 API 1d ago
DM
Dan M.
→
Green Valley Market
MID: 7823-5509-0033
Active
 Low $176,120 $4,403
$4,660Mar 4, 2026
 —
Oct 2, 2025NovaPay
 Portal 4h ago
SR
Sara R.
→
Pines Auto Group
MID: 7823-6610-0041
Active
 Medium $163,450 $4,086
$3,980Mar 3, 2026
$6K paid30%
Dec 11, 2025Apex Elite
 API 1d ago
JC
James C.
→
Metro Print Shop
MID: 7823-2278-0055
Active
 Medium $141,770 $3,544
$2,880Mar 4, 2026
 —
Jan 7, 2026Rivermark
 Manual 3h ago
TP
Tara P.
→
Riverside Auto Dealership
MID: 7823-8821-0068
Active
 High $128,440 $3,211
$1,920Mar 1, 2026
$22K paid88%
Aug 14, 2025Coastal
 Import 2d ago
BC
Blake C.
→
Sunrise Bakery
MID: Pending
Pending
55% — Underwriting
 High — — No batches yet —
Mar 1, 2026Apex Elite
 Manual 1d ago
JC
James C.
→
Harbor Hardware
MID: Pending
Pending
72% — Awaiting docs
 Medium — — No batches yet —
Feb 18, 2026NovaPay
 Portal 5d ago
SR
Sara R.
→
Coastal Spa & Salon
MID: 7823-1144-0090
Inactive
 Medium $0 $0
$1,240Jan 14, 2026
 —
Jul 22, 2025Coastal
 API 48d ago
BC
Blake C.
→
Blue Ridge Rentals
MID: 7823-9934-0101
Active
 High $98,990 $2,475
$1,540Mar 4, 2026
$8K paid40%
Nov 30, 2025Summit
 Import 6h ago
DM
Dan M.
→
Sunrise Cafe
MID: 7823-4422-0112
Active
 Low $62,340 $1,559
$1,180Mar 2, 2026
 —
Dec 3, 2025Apex Elite
 Portal 3d ago
JC
James C.
→
Desert Sun Dispensary
MID: Pending
Pending
15% — App started
 High — — No batches yet —
Feb 28, 2026Rivermark
 Manual 11d ago
TP
Tara P.
→
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