ProLevelUp Insight
See exactly what financing is worth to you
Applications, approvals, funded jobs and recovered revenue in one dashboard, across every location and provider.
Sample screen for illustration only. Actual offers, terms and costs are set by each provider and depend on your application.
Key features
The numbers an owner actually asks for
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Recovered revenue
Extra funded jobs compared with your previous single-provider baseline.
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Applications and approval rate
Applications, approval rate and funded value by provider type, location and staff member.
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Your lease-to-own mix
Your mix of lease-to-own (a lease, not a loan) deals compared with similar businesses, so you can keep customer trust.
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Monthly statements
Monthly statements with every funded deal listed, so your bookkeeping matches.
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Multi-location view
Groups see every location in one place, and each location on its own.
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Export to CSV
Take the data into your own spreadsheet or accounting system.
Monday morning
What Monday looks like
An owner opens the dashboard to answer one question: did financing pay for itself last week. Recovered revenue counts the extra funded jobs against the baseline you set yourself.
From there you can read approvals and funded value by provider type, location and staff member, and take the whole lot out to a spreadsheet.
- Recovered revenue against your own baseline
- Approvals and funded value by provider type, location and staff member
- Monthly statements with every funded deal listed
- Export to CSV at any time
How it works
How the numbers get there
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Every application is recorded
Counter, text link, online checkout and your software all feed the same dashboard.
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You set your baseline
Tell us the approval rate you had with a single provider. Recovered revenue is measured against that.
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Read it by location, provider or staff member
Filter approvals and funded value to find where financing is working and where training would help.
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Take it with you
Export to CSV, or use the monthly statement with every funded deal listed.
Who it's for
Owners and general managers who want to know whether financing paid for itself this month, and office managers who have to reconcile it.
Service managers and front-desk leads use it to see which locations and which staff members are offering financing at all. Multi-location groups, franchise owners and dental, veterinary and auto groups get every site in one view.
Questions
Questions merchants ask
Can I see my customers' credit details?
No. You see status, never your customer's credit details. Sensitive details go straight into a secure vault.
Can I get the data out?
Yes. Export to CSV at any time, and each month you get a statement with every funded deal listed.
Does it work for more than one location?
Yes. Groups get a multi-location view, with applications, approval rate and funded value by location and staff member.
How is recovered revenue worked out?
It counts the extra funded jobs compared with your previous single-provider baseline. It uses your own numbers, not an assumption from us.
The flow
The three reports owners open
Three screens cover the month, the breakdown and the paperwork.
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Image to comeThe recovered-revenue view for a clearly fictional sample business, extra funded jobs charted against the baseline the owner set
The recovered-revenue view. -
Image to comeA breakdown screen for a clearly fictional sample business, approval rate and funded value split by provider type, location and staff member
Approval and funded value broken down by provider type, location and staff member. -
Image to comeA monthly statement for a clearly fictional sample business, every funded deal listed as a row with its job reference and funded amount
A monthly statement listing every funded deal.
Sample screen for illustration only. Actual offers, terms and costs are set by each provider and depend on your application.
See the dashboard with a walkthrough
Book a demo and we will show you the reports an owner opens first, and where your baseline would come from.