Company overview
Today (live)
🚩 Notable anomalies — auto-flagged from the data
Revenue vs net result
By month 2026 (CLP MM)
Revenue mix May
Where the money comes from (CLP MM)
Status by team — leadership quick check
Result by month
Revenue, costs, net (CLP MM)
Cost breakdown May
CLP MM
P&L 2026 (CLP MM)
Master Excel, closed through May.
Pay by bank
🚩 Transfer — anomalies
Cleo's take per month + avg/day
Bars = monthly take. Line = average per day (compare run-rate). CLP MM
Conversion per provider
Successful payins / all sessions
Conversion month by month
Share of successful payins (CL)
Size ranking — all customers (volume)
Total payin volume per customer (CLP MM)
All customers — revenue & volume
Per customer: volume (payins), Cleo's take (revenue), count & conversion. Click a column header to sort.
🚩 BNPL — anomalies
Conversion funnel
How the product performs: session → order → paid
Credit losses — portfolio (May 31)
Portfolio vs provision per bucket (CLP MM)
BNPL net flow per month
In vs settlements (CLP MM)
Default rate & worst merchants
Orders with status OVERDUE
Top merchants by GMV (all-time)
PAC
🚩 Sales — customers that stand out
Revenue per merchant — actual vs budget
May actual vs April, top 8 (CLP MM)
All merchants — monthly actuals 2026 (CLP MM)
Account Management — fill in (saved locally) In progress
Click the yellow fields and type. Connect your CRM later if you like.
TPV by business line — 2025 vs 2026
Jan–May, total processed (CLP MM)
Gross revenue by line — 2025 vs 2026
Jan–May, take (CLP MM)
Business lines — TPV, gross & net (YTD, YoY)
Org chart In progress — drag a person between teams. Saved locally.
Demo with placeholders. Send me the employee list (name + role + team) and I'll populate it exactly.
Salary cost by area — May
CLP MM (no individual names)
People & Culture — fill in In progress
Fraud NWT — case 1 & 2
New World Times (Rojabet/Megawin). CLP MM.
BNPL — credit risk (May 31)
Audit findings — May 2026 close
🚩 Service anomalies
BNPL — system health (7d)
Transfer — provider errors
Failed/expired sessions per provider