4 minutes Partner Reporting
Overview
SAPI provides regular reports showing your partnership performance, referral conversions, and commission earnings. This guide explains available reports, key metrics, and how to optimize your partnership performance.
Available Reports
Monthly Commission Statement
Sent: ~5th of each month
Contains: All funded deals from previous month, commission amounts, payment dates
Quarterly Performance Review
Sent: After each quarter (Apr, July, Oct, Jan)
Contains:
- Total referrals submitted
- Approval rate (% approved vs. declined)
- Funding rate (% accepted offers vs. declined offers)
- Average advance size
- Total commission earned
- Top performing industries/business types in your referrals
Annual Summary
Sent: January (for previous calendar year)
Contains:
- Total referrals, funded deals, commission
- Month-by-month breakdown
- Trends and insights
- Tax summary for your accounting
Key Performance Metrics
Referral Volume
What it is: Number of businesses you refer per month
Why it matters: Higher volume (with quality) = more commission opportunities
Target: Depends on your business model (brokers: 5-20/month; payment partners: 20-100/month)
Approval Rate
What it is: Percentage of referrals that receive offers
Formula: (Approved referrals / Total referrals) × 100
Example:
- 20 referrals → 14 approved → 70% approval rate
Industry benchmark: 50-70%
Your goal: >60%
Improve it by:
- Pre-qualify better (use eligibility criteria)
- Provide complete, accurate information
- Focus on businesses with £15k+ monthly sales and 12+ months trading
Funding Rate (Conversion)
What it is: Percentage of approved businesses that accept offers and get funded
Formula: (Funded / Approved) × 100
Example:
- 14 approved → 10 funded → 71% funding rate
Industry benchmark: 60-80%
Your goal: >70%
Improve it by:
- Set clear expectations pre-referral ("Cost is higher than bank loans but faster and flexible")
- Follow up with businesses after they receive offers
- Ensure businesses are genuinely interested (not just "shopping around")
Average Advance Size
What it is: Average amount funded across your referrals
Example:
- 10 funded deals: £15k, £20k, £25k, £30k, £20k, £18k, £22k, £28k, £35k, £27k
- Total: £240k / 10 = £24k average
Why it matters: Larger advances = more commission (if percentage-based)
Optimize by:
- Refer larger businesses (£30k-50k+ monthly sales qualify for larger advances)
- Explain benefits of larger advances to customers (economies of scale, better rates)
Commission Earned
What it is: Total commission paid to you
Track:
- Monthly
- Quarterly
- YTD (year-to-date)
- All-time
Accessing Your Reports
Email: Automatic delivery to your registered email
Partner Portal:
- Dashboard → Reports
- Select report type and date range
- Download as PDF or CSV
On request:
Email [email protected] for custom reports or historical data
Benchmarking and Optimization
Compare Your Performance
SAPI provides:
- Industry benchmarks (average metrics across all partners)
- Peer comparison (anonymized—how you rank vs. similar partners)
Use to:
- Identify strengths (e.g., high approval rate but low volume → focus on increasing referrals)
- Spot weaknesses (e.g., low funding rate → improve customer expectations setting)
Monthly Review Calls (High-Volume Partners)
SAPI offers:
- Monthly check-ins with your partner success manager
- Review performance metrics
- Discuss optimization strategies
- Address any concerns or bottlenecks
Request: Contact your partner success manager or [email protected]
Frequently Asked Questions
Q: Can we share our performance reports publicly (e.g., on our website)?
A: Your own metrics (number of deals, commission earned) are yours to share. Don't disclose SAPI's proprietary information (benchmark data, other partners' performance, SAPI's internal metrics).
Q: What if our approval rate is low (<40%)?
A: Contact [email protected] for a review. Common causes: Referring businesses below eligibility thresholds, incomplete information, targeting wrong industries. SAPI can provide guidance to improve.
Q: Do commission earnings affect our commission rate?
A: Some partnership agreements include volume tiers (earn more commission after hitting thresholds). Check your agreement or contact [email protected].
Q: Can we request custom reports (e.g., by industry, by funding amount)?
A: Yes. Email [email protected] with your requirements. Custom reports provided within 5-7 business days.
Need Help?
Performance questions: [email protected]
Custom reports: [email protected]
Optimization advice: [email protected]
Need Help?
Email: [email protected]
Phone: +44 20 3868 4990
Business Hours: Monday-Friday, 9am-5pm GMT