Partner Dashboard Overview

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

Endpoint	Description
Applications summary	Application pipeline breakdown across all agents
KPI metrics	Key performance indicators for the partner
Merchant status	Portfolio-level active/inactive/closed breakdown
Monthly active merchants	Month-over-month active merchant count
Monthly processing volume	Rolling monthly volume trend
Net merchants	Net merchant adds and attrition by month
Top agents MTD	Best-performing agents month-to-date
Top performers (processing)	Highest-volume merchants in the portfolio
Top performers (residual)	Highest-residual merchants in the portfolio

API Reference

Agents

Applications

Merchants

Partners

Reporting

Tickets