Open pipeline
£1.24M
8.2%
Funded YTD
£4.9M
12.4%
Commission YTD
£520k
6.1%
Win rate
26%
1.4 pts
Conversion funnel
Lead to funded · last 12 months · 6.3% end-to-end
100%entry
48.5%51.5% drop
17.3%64.4% drop
7.8%54.8% drop
6.3%20.0% drop
Commission trend
Monthly commission earned · Sep 2025 to Aug 2026
Product mix
Share of funded value
Business Finance34%
Card & Payments24%
Utilities16%
Insurance14%
Bank Accounts12%
Lead source performance
Volume and lead to funded rate
Website980 leads
28%
Introducers610 leads
34%
Referral430 leads
31%
Cold call520 leads
14%
Paid340 leads
22%
Targets vs actual
Progress to Q3 goals
Commission
£520k of £565k
Deals
152 of 180
New clients
38 of 50
Top agents
By commission · this quarter
1
JW
Jenny WilsonBusiness Finance
42deals
£96.4kcommission
2
BC
Bessie CooperCard & Payments
38deals
£88.2kcommission
3
DS
Darrell StewardUtilities
31deals
£74.9kcommission
4
FM
Floyd MilesInsurance
27deals
£61.3kcommission