Process
Merchant Services goals are established for each office on an annual basis and must be met quarterly.
To access the report: File Folder > Operations J: Drive > Teller Experience Supervisor > Reporting > Production > Merchant Services
For a short training video on how to pull Elavon reports, see the Instructional Video tab.
MS Production Report
This is a monthly report that displays the goals, referrals, and sold Merchant Services for each office in each region.
Bonus Tracker
This monthly report details the percentage of goals obtained bank wide, and per office.
- The Production Bonus tab refers to the bonus the bank receives if bank wide Merchant Services goals are met and exceeded each year.
- The office Goal Tracker tab details each office's goals and sales monthly, quarterly, and annually.
- The Approvals tab displays each approved Merchant Service referral by business name and their projected annual sales along with the office and date of approval.
- The Year-to-Date (YTD) Referrals tab shows all referrals submitted each year and their status.
Instructional Video
Click play to watch video