Agent Dashboard Overview

These endpoints return metrics scoped to a specific agent’s portfolio, powering the agent-facing dashboard UI. All responses are read-only.

Endpoint	Description
Applications summary	Application counts broken down by pipeline stage
KPI metrics	Key performance indicators for the agent
Merchant status	Active, inactive, and closed merchant breakdown
Monthly active merchants	Month-over-month active merchant count
Monthly processing volume	Rolling monthly processing volume trend
Net merchants	Net merchant adds and attrition by month
Ticket counts	Open ticket summary for the agent
Top performers (processing)	Highest-volume merchants in the agent’s book