Funded volume by month

Partner-referred deals, by month funded

Submissions and funding conversion by partner type

Bars show submissions. Labels show the share that funded.

New and repeat customers

Share of submissions from businesses that have funded with us before

New customerRepeat customer

Top partners by funded volume

Rep scorecard

Partners are credited to the rep who covers them today. Active partners submitted at least one application in the selected months.

Funded volume by rep

Outcome of submissions by rep

Share of closed submissions

FundedWithdrawn or reversedDeclined

Partners scoring below the threshold

Sorted by funded volume over the last 12 months, so partners with the most business at stake come first. Each part shows points earned out of the points available.

Score distribution

Established partners by score

At risk, under 45Watch, 45 to 69Healthy, 70 and up

Score bands by rep

Count of scored partners

Partner pipeline

Applications reaching each step, with the share of the step before

Approval rate and funding conversion by month

Funding conversion is the share of submissions that funded. Recent months are still closing.

Approval rateFunding conversion

Step conversion by rep

Contracts out, not yet signed

Requested amount on approved deals with a contract sent and no signature yet

Funded volume by state

States shaded by the selected measure. Gray states have no partner activity.

State detail

Sample data. All names, organizations, and figures are fictional.Larkspur Equipment Finance, Partner Sales