Opportunity Dashboard

The Opportunity Dashboard is designed to help Partners better support Merchants through the Payrix Pro sign-up journey. You can track applications in progress, monitor underwriting status, and review outcomes for boarded or declined Merchants. This insight helps reduce form abandonment, improve boarding rates, and create a smoother experience for applicants.

To access the Opportunity Dashboard page:

• Under Management in the left navigation panel, select Merchants then Opportunity Dashboard.

Filter Opportunity Dashboard by Time Period

The data displayed on the Opportunity Dashboard page can be filtered by a specific time period. To filter by a specific time period, select an option from the dropdown menu in the upper-right corner of the dashboard:

• MTD: Month to date

• QTD: Quarter to date

• YTD: Year to date

Opportunity Dashboard Tiles

The Opportunity Dashboard has four tiles at the top of the page that display metrics about the Merchant boarding process. The tiles are categorized by the specific step in the Merchant boarding process:

• Applications In-Progress: Displays metrics about Merchant applications that have been started but not submitted.

• Boarded: Displays metrics about Merchants that have been successfully boarded automatically or through manual review.

• In Underwriting: Displays metrics about Merchants undergoing manual review by the Payrix Pro underwriting team.

• Declined: Displays metrics about Merchants that have been declined boarding automatically or through manual review.

Each tile displays the following information:

• Card Title: The step in the Merchant boarding process: Applications In-Progress, Boarded, In Underwriting, or Declined.

• Number of Merchants: The number of Merchants in this step of the boarding process based on the time period selected.

• Bar Chart: Displays the change in Merchant count over the selected time period. Hover over the information in the chart to display a tooltip with detailed information for a specific date or time range.

View In-Progress Applications

To access more information about the Merchants with in-progress applications, select the Applications In-Progress tile to display a table with more detailed information about the in-progress applications. The following information is included in the table:

• Email: The email address associated with the Merchant application.

• Inactive(Days): The number of days since the application was last modified.

• Started: The date that the Merchant started the application.

• Updated: The date that the Merchant last updated the application.

• Section: The section of the application that the Merchant last accessed: Business, Owners, Bank, or Terms & Conditions.

• Sessions: The number of times that the application was saved. This number is cumulative across all users if more than one user accesses the application.

View In Underwriting

To access more information about the Merchants with applications undergoing manual review, select the In Underwriting tile to display a table with more detailed information about the applications under review. The following information is included in the table:

• Merchant: The business name of the Merchant.

• Email: The email address associated with the Merchant application.

• Inactive(Days): The number of days since the application was last modified.

• Form Submitted: The date that the Merchant submitted the application.

• Reviewed: The date that the application was reviewed.

View Merchants Declined

To access more information about the Merchants with applications that have been declined, select the Merchants Declined tile to display a table with more detailed information about the declined Merchant applications. The following information is included in the table:

• Merchant: The business name of the Merchant.

• Reason: The reason that the application was declined.

• Started: The date that the Merchant started the application.

• Declined: The date that the application was declined.

• Email: The email address provided at the time of the first save of the application.

Merchant Trends Graph

The Merchant Trends graph displays a line chart that displays the Merchant count changes over time for each step in the boarding process: Boarded, Declined, Manual Review, and Activated.

Applicants by MCC/Vertical

The Applicants by MCC/Vertical section contains a table with information about Merchants grouped by specific merchant category codes (MCCs). The following information is included in the table:

• Group: The MCC and type of business.

• All Applications: The total number of applications received from Merchants with this MCC.

• Manual Review: The percentage of applications from Merchants with this MCC that have undergone manual review.

• Boarded: The percentage of applications from Merchants with this MCC that have resulted in Merchants being boarded to Payrix Pro.

• Declined: The percentage of applications from Merchants with this MCC that have been declined.