The portfolio
One real-time view of every customer on your platform — processing volume, chargeback ratios, merchant health, and your revenue share. No spreadsheets.
Portfolio analytics · May 2026
Volume today $1,284,920Total volume · MTD
$0.0M12.4% vs. prior
Your revenue share
$0K8.7% vs. prior
Active merchants
03.2% vs. prior
Churn risk
014.0% vs. prior
Volume · last 12 months
$9.8M → $48.2M
Top merchants · MTD
Acme Coffee Co.
$412,000
Bayside Auto Repair
$348,500
Northwind Spa
$286,200
Ridgeline Outfitters
$224,700
Capitol Diner
$171,320
Why a real analytics layer matters
Software platforms embedding payments need more than monthly reports. Pulse pulls processing data, revenue share, and risk into one analytics layer built for vertical SaaS. Pair it with revenue management and risk monitoring and your whole payments book reports itself.
What's inside
Every merchant customer, every processor, every dollar of volume in one dashboard. Aggregate across MIDs, product lines, and processors without leaving the screen.
Merchant-level performance, revenue share contribution, retention curves, and pricing elasticity — surfaced as analysis you can act on, not raw numbers.
Anomaly detection, dispute trends, and exposure dashboards keep risk visible at portfolio scale. Compliance status flows through every report.
Plug processors, finance, and accounting in directly. Reports inherit your branding so the output you ship looks like the team that produced it.
The three numbers
The same scorecard you'd build by hand every month — where the volume sits, whether disputes are in range, and how revenue share splits — read straight off the portfolio.
Volume by segment
$0.0M
across 2,184 active MIDs
Chargeback ratio
0.42%
Under 0.90% capPortfolio-wide vs. card-brand threshold
Your revenue share
$0K
Cycle 10 · settles Nov 1
0.42%
Portfolio ratio
0.90%
Card-brand cap
Every MID rolls into one dispute ratio measured against the card-brand cap. Acme Coffee Co. sits at 0.42% — well under the 0.90% threshold — and the moment a merchant trends toward the line it surfaces before a monitoring program ever does.
Cycle 10 · settles Nov 1
$487K
Revenue share is broken out the way it actually pays — 65% to Apex Merchant Services, 8% to director Sarah Kestler, 27% to agents — so the $487K settling on Cycle 10 reconciles against portfolio performance without a spreadsheet pass.
Outcomes
Real-time portfolio dashboards replace the monthly spreadsheet pull.
Exposure trends, anomalies, and audit-ready posture in one view.
Pivot by customer, processor, region, MCC, or cohort — without engineering.
Finance and accounting feeds plug directly in — no data warehouse required.
Compare cohorts and benchmark against the rest of the portfolio.
Surface the merchant, segment, or processor that actually moved the number this month.
Churn, before it lands
Portfolio retention sits at 96% across the trailing year. When a cohort starts to soften, the curve bends before a merchant ever churns — so operations can reach the account while there's still a relationship to save.
Retention · trailing 12 months
96% heldWho it's for
Related
Now onboarding software partners
We sell it, board it, underwrite it, and run it. You add a revenue line to your platform without adding headcount.
Built for vertical SaaS platforms ready to monetize payments.