PulsePoint / MSPWare

Reports Tab articles

See how many Elavon merchants are actively processing among those approved within a specified date range, broken down by salesperson.

Active Elavon Merchants by Salesperson

reports specifically looking at a sales user's data

Salesperson

Current Year Lead Source Overview

Identify your top ten Lead Sources by Leads, Approvals, Merchant Count, Volume and Revenue.

Top Ten Lead Sources

Monthly and annual trends in number of leads submitted and win/loss percentages.

Lead Trends

See the percentage of your leads converted to accounts as well as the number of touch points taken to convert and days to conversion.

Lead Conversion Statistics

See what types of Lead Sources are providing you the most leads through the year.

Leads By Source Type

Leads

This article explains how to use the Application Submission Trends feature in PulsePoint/MSPware. This feature helps you track your professional performance by monitoring your application count and approval ratio over…

Application Submission Trends

This article explains application response time tracking and how it can be used to improve your business processes.

Application Response Time Tracking

How fast is the average application approved by the processor once you submit them to the office?

Time to Approval

how long does it take from submission to approval and more...

Applications

Annual and monthly year over year approval trends grouped by division.

Approval Trends by Division

Annual and monthly year over year approval trends grouped by processor.

Approvals by Processor

Isolate new approvals that have not started processing yet.

Activation Trends

Approval

Identify merchants who haven't batched per their normal batching history. Can be stopping altogether or a change in frequency

Inactive merchants report

View your merchants' current PCI Status as well as their upcoming SAQ Renewal dates.

PCI Compliance

Identify the effective rate your merchants are paying each month.

Elavon Merchant Effective Rate

View or export Elavon Call Notes history.

Elavon Call Notes

Contains merchant reports for Inactive Merchants, PCI compliance, effective rate and Elavon call notes

Merchants

current year approvals are adding to your portfolio’s total volume. track average lost volume from closures

Volume Trends

View merchants' year over year processing volume as reported in commission files.

Volume by Merchant

See when any of your merchants last batched

Last Date of Deposit

See a summary of monthly volume from the commission files by Merchant.

Simple Merchant Volume Report (Commission Data)

View your current TOP-10 Approved, Coded, and Seasonal Closed merchants by Processing Volume over the last 6 months.

Top 10 Processing Merchants

View current and previous month settlement batch volume totals by merchant. Volume figures are reported by Elavon in USD currency

Elavon Settlement Batch Volume Report

Volume trends, top processing merchants, volume by merchant, Last date of deposit, volume trends by SIC, and settlement batch volume

Volume

See what proportion of your total commission revenue each individual revenue element represents.

Elavon Revenue Element Breakdown

Breakdown of revenue by Elavon entities. Chart shows top 10 entities ranked by revenue

Revenue by Elavon Entities

Pricing is made up of several elements. See which ones are generating the most revenue for you.

Office Gross Breakdown

Elavon revenue element breakdown, revenue by Elavon entities, Elavon equilibrium report, and Elavon office gross breakdown report

Commissions

Monthly and Annual Closure statistics viewed by Merchants who have stopped processing but may not have submitted a closure form yet.

Processing Attrition Overview

See who seems to be experiencing the most closures on your sales team along with the reasons for their closures.