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Sales Hub/Statements & Calculators

Statements & calculators

Find a merchant's current statement, then price the deal. Statement guides per processor and the calculators you'll use to build proposals — all in one place.

Step 1

Find a statement

Locate and read the merchant's current processing statement so you can run a rate review.

Clover Statement Guide Live

How to find and read a Clover merchant statement.

Open guide

Statement Rate Analyzer Live

Upload a statement to surface the effective rate and build a beat-or-match proposal.

Open analyzer

Statement Decoder Live

The 3-minute review script — find the effective rate, separate real costs from markup, and bridge into the savings talk.

Open the decoder

Square Statement Guide Live

Square keeps everything in the Dashboard — how to pull a prospect's fees and volume and find their real effective rate.

Open guide

Shift4 Statement Guide Live

Where to find the Shift4 portal statement and how to separate true interchange from their markup and monthly fees.

Open guide
Step 2

Calculators

Price out the deal and build the proposal. (Excel downloads.)

Profitability Calculator Excel

Price out a deal and calculate profitability — the SP527 profitability calculator.

Download

Shift4 Flat Rate Plus Calculator Excel

Price out Shift4 deals — Flat Rate Plus, with the proposal built in.

Download

NextPay Rewards Calculator Live

Show a prospect what they could earn and qualify for through NextPay Rewards.

Open calculator