TB Payments & Fintech
Portfolio weekly reports
Email Password

Weekly report

Loading...

1
Business & submitter
2
Highlights of the week
3
Lowlights of the week
4
Sales (excluding PS)
vs target
Net weekly sales £
£
MTD sales £
£
MTD target £
£
JFT Core — by entity
5
Monthly performance from Toolkit
Optional
Complete this section in the week of your Monthly Toolkit review only. Leave all fields blank in other weeks.
Net revenue
£
£
EBITA
£
£
Monthly growth %
%
%
EBITA / Net revenue %
%
%
Monthly BQR % (Growth % + EBITA/NR % — auto-calculated)
6
Attrition
CustomerAmount £Saveable?Controllable?Reason
JFT Core — by entity
CustomerAmount £Saveable?Controllable?Reason
CustomerAmount £Saveable?Controllable?Reason
7
Accounts receivable
Current £
£
31-60d £
£
61-90d £
£
91-180d £
£
181-270d £
£
271-365d £
£
365+ £
£
Total £
£0
JFT Core — by entity
8
Professional services
Mark as N/A
PS this week £
£
ARR this week £
£
PS MTD £
£
ARR MTD £
£
PS month target £
£
ARR month target £
£
9
R&D releases this week
ReleaseDateCommentary
JFT Core — by entity
ReleaseDateCommentary
ReleaseDateCommentary
10
Customer support
Tickets raised
Tickets resolved
AI only resolved
JFT Core — by entity
11
AI initiatives
ProjectDateCommentary
12
Notable commercial wins
13
Other
Optional
Copy report to clipboard Click to copy a formatted version of this report — ready to paste into an email or message. Do this before or after submitting.
Saving...
Report submitted
Your weekly report has been saved successfully.
Portfolio leadership will be notified.
Want to share this report? Copy a formatted version to paste into an email or message to your team.

My submissions

Your previous weekly reports.

No submissions yet.

Saved drafts

Incomplete reports you've started. Resume one to keep filling it in, then submit when it's ready.

No saved drafts.

AI summaries

Generated from the latest submission per business.

No submissions received yet.

Pressure Test AI

Questions to walk into your reviews with, based on submissions and historical trends.

No submissions received yet.

All submissions

Click any submission to read it in full.

No submissions yet.

User management

Create and manage users, roles, and brand access.

+
Add user
Expand ↓
Loading users…
Brand management
Loading brands…

Submission