We’re excited to announce the launch of three new reports in the Analytics App, designed to give you clearer, data-driven insights into your business.

Here’s what’s new:

CRM Settlement Report

• Track settlements directly from your CRM pipeline.
• Filter by broker, lender, and deal to get a clearer view of what’s been funded.

For Asset Finance Brokers:

Asset Finance Opportunity Report

• See opportunity volumes, lender splits, and progress across all asset finance deals.
• Great for monitoring pipeline health and team performance.

Asset Finance Commission Report

• Understand your earned commissions across settled deals.
• Use filters to drill into broker, lender, and timeframe data.

These updates are designed to help you make better-informed decisions, drive performance, and stay on top of key metrics — all in one place.

We appreciate your input! Share your feedback and suggestions via the Idea Portal to help us to continue improving the Analytics App.

Regards,

The Mercury Product Team