The Chart Section of the dashboard shows charts generated from records selected by the filter applied in the Upper Section. There are three categories of charts that can be displayed: Leads, Pipeline and Production. The Show Charts list in the Upper Section determines which type of charts is displayed.
All charts can show the number of files or the total dollar amount, as specified in the Upper Section. Also, click on a chart to increase or decrease the size of the chart.
· Lead Charts – The Lead Charts show you where your leads are coming from and what sales stage they are in.
o Lead Source Chart – Summarizes data from the Lead Source field in the Marketing tab.
o Lead Type Chart – Summarizes data from the Transaction field in the main borrower screen.
o Sales Stage – Summarizes data from the Sales Stage field in the main borrower screen.
· Pipeline Charts – The Pipeline Charts show your pipeline of open and closed loans over a given time period.
o Pipeline – Summarizes data from the Pipeline field in the main borrower screen.
o Loan Status – Summarizes data from the Loan Status field on the main borrower screen.
o Loan Program – Summarizes data from the Loan Program field on the loan details screen.
· Production Charts – The Production Charts show key performance indicators related to the applications taken, funded and by lead source.
o Close Ratio – The Close Ratio is determined by values in the Pipeline field on the main borrower screen. The ratio is calculated by the number of funded loans divided by the total loans either funded or in processing.
o Application Ratio – The Application Ratio is determined by Pipeline field on the main borrower screen. It is calculated by the number of loans that are either funded or in processing divided by the total number of borrower records.
o Application Ratio (Lead Source) – The Application Ratio by lead source uses the same calculations as the Application Ratio described above. The only difference is that the data is segmented by lead source so you can tell which lead sources are providing the most applications.