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SO

Sam Ortiz

Team access | sam@northfieldagency.com

Demo mode: sample data for Sam Ortiz, team access to Alex Rivera's account
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Welcome back, Sam

The merchants you work on for Alex Rivera.

Previewing what Sam Ortiz sees: an outside agent limited to 3 chosen merchants. Back to your view

Processing volume

In progress

Gross volume

$40,062.44

284 transactions

Net

$39,699.07

$363.37 refunds, 0.9%

Merchants processing

2

Of 3 referred

Daily gross volume

Latest $3K

Processing volume by merchant
MerchantGross volumeTransactions
Silverline TransportDaniel Ortiz
$23,447.14169
Northstar InsuranceMaya Patel
$16,615.30115

Showing 2 of 2 merchants.

Updates

View lead progression
  • Items missingQuantum IT Solutions is missing 2 application itemsSep 23, 2026

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Your merchants

The merchants you work on, with what the account owner shares with you.

October 2026
Your merchants
MerchantStageGross volumeRefundsVs prior monthApproved
Silverline Transport
Live330 days here
$23,447.14169 transactions
$310.45Up 2.8%
Nov 9, 2025Live since Nov 20, 2025
Northstar Insurance
Live361 days here
$16,615.30115 transactions
$52.92Down 2.1%
Oct 13, 2025Live since Oct 20, 2025
Quantum IT Solutions
Underwriting22 days here
$0.000 transactions
$0.00--

Showing 3 of 3 merchants.

Conversion funnel

How far merchants get, stage by stage.

All time

3 entered, 66.7% reached processing.

  • 1New lead3100.0%
  • 2Slack pending3100.0%
  • 3App submitted3100.0%
  • 4Underwriting3100.0%
  • 5Approved266.7%
  • 6Processing266.7%

Counts are cumulative: everyone past a stage is counted at that stage. Exits: terminated 0, no show 0, lost 0.