Business Snapshot

Enter the client's revenue and volume data. All monetary fields should reflect annual figures.

Venue Overview
Revenue by Category
Other Revenue by Channel
Volume Metrics
🧮 Estimate transaction volumes from revenue →
Answer a couple questions and we'll calculate estimated transaction volumes for you.
Current Payment Setup
Current Platform Details
Known CC Effective Rates Reference

Optional — overrides the parsed/extracted rates from Step 2 if you already know the venue's blended effective rates.

Current Per-Transaction / Per-Ticket Fees
📊 Upload PDF or image statements per Merchant ID. We'll attempt to parse your effective rate automatically. You can always override. Also capture fraud and gateway fees — these are often invisible but real.
Payment Statements

Pick the statement type, then drop the files. Parsed rates auto-fill the matching channel rate on Step 1.

📂

Click to upload or drag & drop — current type: Online

PDF, image, or CSV — statements from peak months

Hidden Cost Capture

Fraud tools and gateway fees are real costs that often don't show up in software proposals. Capture them here for a true TCO picture.

Fraud Protection
Gateway Fees

Platform Comparison

See how your current platform's true costs compare to RocketRez across a 3-year horizon — plus your revenue upside opportunity.

Comparison Setup
Revenue Upside with RocketRez

Estimate the revenue lift from RocketRez's built-in tools. Conservative defaults shown — adjust to match the client's opportunity.

Industry avg: 2–5%
Relay-driven offers
Recurring revenue lift
Internal Sales Notes

Deal context, competitive pressure, notes on which tier to recommend. Not shown in client report.

Commercial Structure

Configure the RocketRez deal structure — platform fees, CC rates, onboarding, and commercial levers like discounts.

Software & Platform Fees
Annual Platform Subscription (Yr 1)
Primary software licensing fee
/ yr
Year 2+ Annual Fee
Renewal rate
/ yr
Onboarding / Implementation
Auto-calculated as 10% of Yr 1 fee
Proposed CC Processing Rates
ℹ️ RocketRez / partner processing rates to quote. Adjust based on card mix analysis from statements.
Online CC Rate
Blended ecommerce rate
+ $ / txn
In-Person CC Rate
POS / card-present rate
+ $ / txn
Events CC Rate
+ $ / txn
Optional Add-On Fees
Per-Ticket Fee
$ / ticket
Per-Transaction Platform Fee
$ / txn
Commercial Levers

Check all that apply to this deal. The engine will calculate a recommended discount to apply to the platform fee.

Deal closes before month end (+5% if <5 days left)
Deal closes at quarter end (+5%)
High-profile / reference-able client (+3%)
Active competitor in play (+3%)
Rep below 60% of goal (+5%)
Recommended Discount
0%
No levers selected
Discounted Yr 1 Fee: —