@php( $noCardView = true ) @php( $header_buttons = isset($exportRoute) ? [' Export'] : [] ) @php( $headerOption = \App\Http\Controllers\Controller::getHeaderOptions( $title ?? '', $subTitle ?? '', isset($filters) ? $filters : [], isset($advancedFilters) ? $advancedFilters : [], $noCardView ?? false, $header_buttons ?? [], $data ?? [] ) ) @extends('admin.layouts.layout', $headerOption) @section('content')

Approved Deals by Month

Portfolio Total by Card Type

@forelse($portfolioCardTypes ?? [] as $idx => $ct) @empty @endforelse @if(($portfolioCardTypes ?? collect())->isNotEmpty()) @endif
Card Type Total Transaction
{!! \App\Helpers\Helper::cardImgTag($ct->card_type) !!} {{ strtoupper($ct->card_type) }} ${{ number_format($ct->total_amount, 2) }} {{ number_format($ct->total_count) }}
No transaction data yet
Total ${{ number_format(collect($portfolioCardTypes)->sum('total_amount'), 2) }} {{ number_format(collect($portfolioCardTypes)->sum('total_count')) }}

Top Performers

@forelse($topPerformers ?? [] as $mp) @empty @endforelse @if(($topPerformers ?? null) && $topPerformers->isNotEmpty()) @endif
Merchant Volume Transaction
{{ $mp->dba }} ${{ number_format($mp->total_amount, 2) }} {{ number_format($mp->transaction_count) }}
No transaction data yet
Top Performer Total ${{ number_format($topPerformersTotal->total_amount ?? 0, 2) }} {{ number_format($topPerformersTotal->transaction_count ?? 0) }}
@if(($topPerformers ?? null) && method_exists($topPerformers, 'hasPages') && $topPerformers->hasPages())
{{ $topPerformers->appends(request()->except('page'))->links() }}
@endif

Top Performer by Card Type

@forelse($portfolioCardTypes ?? [] as $idx2 => $ct2) @empty @endforelse @if(($portfolioCardTypes ?? collect())->isNotEmpty()) @endif
Card Type Total Transaction
{!! \App\Helpers\Helper::cardImgTag($ct2->card_type) !!}{{ strtoupper($ct2->card_type) }} ${{ number_format($ct2->total_amount, 2) }} {{ number_format($ct2->total_count) }}
No transaction data yet
Total ${{ number_format(collect($portfolioCardTypes)->sum('total_amount'), 2) }} {{ number_format(collect($portfolioCardTypes)->sum('total_count')) }}

Overview

 Status Today MTD January YTD 2024 Lifetime
Qualifying 0 1 1 2 2 4
Qualifying 0 1 1 2 2 4
Closing 0 0 0 0 0 0
Boarding 1 10 336 346 994 1,340
Dead End 0 0 0 0 0 0
Not Yet Interested 0 0 336 346 994 1,340

Status: Qualifying | Updated: This Month (1 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Campaign
2/9/25 4:7AM Test Application Brand New Qualifying Edniva Eisavi 1345 2/9/25 4:7AM 2/9/25 4:7AM None None
  • 1-10 of 10

Qualifying

 Status Today MTD January YTD 2024 Lifetime
Qualifying - Brand New 0 1 1 2 2 4
Qualifying - Hot Lead 0 1 1 2 2 4
Qualifying - Phone Followup 0 0 0 0 0 0
Qualifying - Appointment for Presentation Set 1 10 336 346 994 1,340
Qualifying - Promised to Fax Statement 0 0 0 0 0 0

Status: Qualifying | Updated: This Month (1 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Campaign
2/9/25 4:7AM Test Application Brand New Qualifying Edniva Eisavi 1345 2/9/25 4:7AM 2/9/25 4:7AM None None
  • 1-10 of 10

Closing

 Status Today MTD January YTD 2024 Lifetime
Closing - Pitched Decision Master 0 0 0 0 0 0
Closing - Statement Received 0 0 0 0 0 0
Closing - Proposal Completed 0 0 0 0 0 0
Closing - Following up for Decision 0 0 0 0 0 0
Closing - Application Sent to Merchant 0 0 0 0 0 0

Status: Closing | Updated: This Month (0 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Campaign

There are no result in this table.

You can try expending your search terms or changing the file

  • 1-10 of 10

Underwritting

 Status Today MTD January YTD 2024 Lifetime
Underwriting - Submited Waitiing for Approval 0 0 1 1 0 1
Underwriting - Application Pended 0 0 0 0 0 0
Underwriting - Underwriting Passed - Ready to Board 0 0 0 0 0 0
Underwriting - Application Declined 0 0 0 0 0 0
Underwriting - Application Declined 0 0 0 0 0 0

Status: Underwritting | Updated: This Month (0 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Assigned

There are no result in this table.

You can try expending your search terms or changing the file

E-Signature Submissions

Document Name Recipient Status Sent Date Lead
Loading...

Boarding

 Status Today MTD January YTD 2024 Lifetime
Boarding - Application Approved 0 0 0 0 0 0
Boarding - Terminal Programming 0 0 0 0 0 0
Boarding - Test Batch Processed 0 0 0 0 0 0
Boarding - Terminal Shipped/VAR Provided 0 0 0 0 0 0
Boarding - Marchant is Live 0 10 336 346 994 1,340

Status: Boarding | Updated: This Month (10 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Assigned
2/9/25 4:7AM West End Food Stop Merchant is Live Boarding 1345 2/9/25 4:7AM None None None
2/8/25 3:7AM Quest Pediatric Dentist Merchant is Live Boarding 1344 2/8/25 4:7AM None None None
2/7/25 4:7AM Jimenez Diesel Repaire Merchant is Live Boarding 1343 2/7/25 4:7AM None None None
2/6/25 4:7AM Villanueva & Sons Fleet Merchant is Live Boarding 1342 2/6/25 4:7AM None None None
2/5/25 4:7AM Vivid Smoke Shop Merchant is Live Boarding 1341 2/5/25 4:7AM None None None
  • 1-10 of 10

Retention

 Status Today MTD January YTD 2024 Lifetime
Retention - Cancellation Requested 0 0 1 1 0 1
Retention - Attempted To Save 0 0 0 0 0 0
Retention - Active TIN Mismatch 0 0 0 0 0 0
Retention - Cancellation From Received 0 0 0 0 0 0
Retention - Stopped Processing 0 0 0 0 0 0

Status: Retention | Updated: This Month (0 Leads)

Created DBA Status Status Category Sales Rep Assigned User Lead ID Last Modified Last Note Date Last Task Assigned

There are no result in this table.

You can try expending your search terms or changing the file

  • 1-10 of 10

Invoices

Status Today MTD January YTD 2024 Lifetime
Created $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Sent $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Viewed $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Paid $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Past Due $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Invoices

# Linked To Submit Date Due Date Amount Taxes Shipping Discount Status Invoice Company Name Company Email

There are no result in this table.

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  • 1-10 of 10

Payments

Status Today MTD January YTD 2024 Lifetime
Sales $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Refunds $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Voids $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Declined $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total Net $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Payments

# Gateway Linked To Linked ID Submit Date Sattlement Date Amount Status Customer Name Invoice Description Address

There are no result in this table.

You can try expending your search terms or changing the file

  • 1-10 of 10
{{-- Toolbar (inside project-box, matching other tab pattern) --}}

Lead Report

{{-- Saved View selector (project-form wrapper) + Save Changes (+) button (always disabled) --}}
{{-- Search box --}}
{{-- Filter button with counter --}} {{-- Manage Columns (gear icon + floating panel) --}}
{{-- Export (hw-export-wrapper — handled by common.js initGlobalExports) --}}
{{-- Table (directly inside project-box, matching other tab pattern) --}}
Loading report…
{{-- Pagination (card-footer inside project-box) --}}
@endsection @push('page_modals') {{-- ══════════════════════════════════════════════════════════════════════ E-02-S03 Modal 1: Filter Leads ══════════════════════════════════════════════════════════════════════ --}} {{-- ══════════════════════════════════════════════════════════════════════ E-02-S03 Modal 2: Create Scheduled Report ══════════════════════════════════════════════════════════════════════ --}} {{-- ══════════════════════════════════════════════════════════════════════ E-02-S03 Modal 3: Select Time (Favorite Schedule Defaults) ══════════════════════════════════════════════════════════════════════ --}} @endpush @push('page_script') @endpush