Portfolio demo — completely fictional data. Meridian Finance, GreenLeaf Solar and all names below are invented.
Meridian Finance — Weekly Performance
GreenLeaf Solar · BDM: Sarah Chen · Week ending Sunday 3 May 2026
This week at GreenLeaf Solar
Submission volume held strong at 11 applications worth £93,400 (vs 10 / £85,200 the prior week), keeping you above the four-week rolling average of 9.5 apps/week. Approval rate landed at an excellent 81.8% — well clear of your year-to-date average of 74.6%. Approved value of £76,800 was the highest weekly approved value of the month so far.
Pipeline conversion remains a focus: 8 approvals are still waiting on customer signature (avg 12 days) and a further 14 signed deals are pending payout (avg 24 days). The signed-but-not-paid book is the biggest single opportunity to nudge revenue forward this week — a quick check on the three oldest items would help. Lender A remains the dominant lender on your book (52% of approvals YTD); Lender C stepped up materially this week with three approvals.
MTD volume of 4 apps / £33,800 across the first three days of May tracks slightly ahead of last May at this stage. QTD figures show 50 apps / £424,200, putting you on pace for a record Q2.
Last Week
27 Apr – 3 May 2026
Submitted
11
£93,400
Approved
9
£76,800
Approval %
81.8%
Signed
7
£58,200
Paid
5
£41,900
This period covers Monday to Sunday for the previous week. Submitted apps are only counted if a decision was made (Approved, Referred, or Declined). Counts are unique customers regardless of how many lenders the application went to, so totals may differ from the lender split below.
Month-to-Date
01 May – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
4
£33,800
▲ 2.4%£33,000
Approved
3
£25,800
75.0%
▲ 4.0%£24,800
Signed
2
£17,200
66.7%
— 0.0%£17,200
Paid
1
£8,400
▼ 12.5%£9,600
Month-to-date: from the 1st of the current month through to Sunday. vs Prev compares against the same number of elapsed days in the previous month.
Quarter-to-Date
01 Apr – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
50
£424,200
▲ 7.7%£393,800
Approved
38
£322,400
76.0%
▲ 9.2%£295,200
Signed
32
£268,400
84.2%
▲ 5.4%£254,600
Paid
24
£202,800
▲ 4.1%£194,800
Quarter-to-date: from the 1st of the current quarter through to Sunday.
Year-to-Date
01 Jan – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
196
£1,664,800
▲ 11.7%£1,490,400
Approved
146
£1,239,800
74.5%
▲ 13.1%£1,096,200
Signed
118
£1,002,400
80.8%
▲ 9.8%£913,000
Paid
89
£754,600
▲ 7.4%£702,400
Year-to-date: from January 1st through to Sunday.
Lender Breakdown
Month-to-Date — Lender Split
vs previous period
Lender
Sub #
Sub £
vs Prev
App #
App £
App %
Sign #
Sign £
Paid #
Paid £
Lender A
3
£25,400
▲ 4.1%
2
£17,200
66.7%
2
£17,200
1
£8,400
Lender C
1
£8,400
▲ 100%
1
£8,600
100%
0
£0
0
£0
Quarter-to-Date — Lender Split
vs previous period
Lender
Sub #
Sub £
vs Prev
App #
App £
App %
Sign #
Sign £
Paid #
Paid £
Lender A
32
£270,400
▲ 6.2%
26
£220,800
81.3%
22
£186,200
17
£143,800
Lender C
11
£93,200
▲ 18.4%
8
£68,400
72.7%
7
£59,300
5
£42,200
Lender B
7
£60,600
▼ 4.7%
4
£33,200
57.1%
3
£22,900
2
£16,800
Year-to-Date — Lender Split
vs previous period
Lender
Sub #
Sub £
vs Prev
App #
App £
App %
Sign #
Sign £
Paid #
Paid £
Lender A
122
£1,036,400
▲ 12.7%
96
£815,400
78.7%
78
£663,200
59
£501,400
Lender C
44
£374,200
▲ 22.1%
32
£270,800
72.7%
26
£221,400
20
£169,800
Lender B
30
£254,200
▼ 3.4%
18
£152,600
60.0%
14
£117,800
10
£83,400
Pipeline — filter view
Flat table of every pipeline application across this retailer. Narrow by lender or age using the toolbar; totals update live.
This week at GreenLeaf Solar
Submission volume held strong at 11 applications worth £93,400 (vs 10 / £85,200 the prior week), keeping you above the four-week rolling average of 9.5 apps/week. Approval rate landed at an excellent 81.8% — well clear of your year-to-date average of 74.6%. Approved value of £76,800 was the highest weekly approved value of the month so far.
Pipeline conversion remains a focus: 8 approvals are still waiting on customer signature (avg 12 days) and a further 14 signed deals are pending payout (avg 24 days). The signed-but-not-paid book is the biggest single opportunity to nudge revenue forward this week — a quick check on the three oldest items would help. Lender A remains the dominant lender on your book (52% of approvals YTD); Lender C stepped up materially this week with three approvals.
MTD volume of 4 apps / £33,800 across the first three days of May tracks slightly ahead of last May at this stage. QTD figures show 50 apps / £424,200, putting you on pace for a record Q2.