The Upper Section of the dashboard has controls to select records based on specific criteria, called filters. Records can be selected by sales stage, group, status and the date records were created in Mortgage Quest. When filters are applied, Mortgage Quest selects records based on the filter values and updates the summary grid, the main grid and charts accordingly.
Filter Controls
· Sales Stage – Shows only contacts who have the selected sales stage value
· Group – Shows only contacts who have the selected group value
· Dates – Shows only contacts whose create dates are between the dates. You can select from the list or enter dates into the fields.
· Status – Shows only contacts who have the selected status value
· User – (Multi-user versions Only) If you have the privilege to view all users’ data, show only the selected user’s records.
· Hide Charts – When marked, the charts are not displayed in the dashboard. Hiding the charts increases the speed Mortgage Quest can display the dashboard. Also, the main grid can be expanded to show more records when the charts are hidden.
· Records – Shows the number of records selected by the filter.
· Apply – Select contact records based on the data selected in the filter. For example, you can show all contacts whose group is set to Realtor and which were created last week.
· Clear – Clears the current filter in place.
· Save – Saves the filter criteria selected and automatically applies the filter when the dashboard is redisplayed.
Summary Grid
The summary grid shows a summary of the data selected by the filter. If you are using the Multi-User Enterprise system and have the privilege to view all users’ data, the summary grid will show each loan officer’s data selected by the filter.
The summary grid uses the create date field to determine the number of contacts shown.