ozura
Nick Gallina Business Development Manager
Welcome

Welcome back,

Ozura · Business Development Manager
Next weekly report due
Every Monday by 12:00 PM
remaining
Your performance · last 8 weeks
Pipeline
Milestones
Your initiatives
Ozura Academy
0 of 0 lessons
Pipeline

My leads

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OzuraPay · Fee Calculator
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Referral Partner
Ozura Partner Portal
Portfolio by merchant
Recent settlements
Your merchants
MerchantOzura agentVolume/moCommission/moSettlementStatus

Your agents

The sales agents onboarding merchants under your partnership. Each agent only sees the merchants they bring in.

AgentRoleMerchantsVolume/moCommission/moStatus

Invite an agent

Add a sales agent to your team. They'll get an email invite to set up their own login and can onboard merchants, seeing only the merchants they bring in.

Merchant onboarding

Send a merchant an application link and track them from invite to approved.

OzuraPay application

Start accepting payments with Ozura

This is the form a merchant sees when they open your onboarding link. No banking or card details are collected here, just the basics to start the application.

Figures shown are placeholder data for layout. Live earnings, volume & settlement times connect once the data feed is wired. No banking or card data is stored anywhere in this portal.

Welcome back, Nick

Report due
Next weekly report due
remaining
Last Tue Due Mon
Ozbot, the Ozura assistant
Tap Create new weekly report and I'll carry your update over to leadership.
Training

Ozura Academy

Learn how Ozura works, then payments. Pass each quiz to unlock the next lesson and earn your certificate.

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My Submissions

Your past weekly reports, newest first.

Admin

Team & performance

Everyone's pipeline, submissions, and growth in one place.

Team sales performance

Live from every agent's leads

Pipeline forecast

Expected monthly volume from open pipeline · estimates only

Team leaderboard

Ranked by merchants closed · live from the pipeline

Pending approvals

New accounts waiting for access

The same merchant, twice

Every collision across the team · nothing is merged automatically

All submissions

Milestones

One shared set for the whole team

Agents earn these automatically from their stats, they can't create their own. Add, edit, or remove them here.

Agent initiatives

Set goals for any agent

Pick an agent to see and manage their initiatives. Agents can still set their own too.

Merchant sync

Auto-advance to Application Completed

Paste the merchants that have finished their application from the merchant dashboard, one per line (business name and/or email). Every matching lead is moved to Application Completed automatically. Matches by email first, then business name.

Referral partners

Every ISO and referral partner sending merchants to Ozura. Click a partner to see their portfolio, earnings and settlement times so you can support them.

Partner

Ozura Direct

Ozura’s own sales agents, the same portfolio tracking as a referral partner, except Ozura is the “partner.” Click an agent to see the merchants they’ve brought on, their volume and commission.

AgentRoleMerchantsVolume/moCommission/moStatus

Agent

Fee Calculator

OzuraPay Calc Pro

The OzuraPay fee calculator, embedded exactly as built. Admin-only.

View Form

This is exactly what agents see when filling out their weekly report. View only, nothing to fill in or submit here.

Edit Report Form

Owner only

Edit the fields agents fill out. The preview on the right is the live form. Click Save form to apply it.

Live form, exactly what agents see (updates as you edit above)

Manage Admins

Owner only

Admins can review every agent's submissions (but cannot edit the form). Add someone by their Ozura email.

Academy Editor

Owner only

Edit lessons, sub-sections and quizzes. Changes go live for everyone when you press Save.

Live academy preview
Ozbot, the Ozura assistant

Weekly Sales Report

Fill out your report for this week.

Editing your most recent report, changes are allowed until the Monday noon deadline.
1Book Report

Keep building the reading habit, share a takeaway.

2Leads Update

Where things moved since last week.

3Client / Lead Pipeline

Track every prospect and client you're working.

↻ Carried over from last week, update each lead's status and next step.
4Research

Signals from the market worth the team's attention.

5Additional Findings

Anything that doesn't fit neatly above.