Content Comparison

Date

• Defines the time period of the report

• Always It always defaults to the current date when it first opened.

Branch

• Always It always defaults to My Branches when it first openedopens.

• Branch The branching filter lists out all the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application.

Campaign

• Always It always defaults to All when first opened.

• Campaign filter lists out all the campaigns that have matching branch permissions with the logged-in user by which the user can filter grid results based on the campaign the application belongs to

Referral Partner Type

Type of referral partner selected from the drop-down list of Referral Partner Types

Referral Partner Name

Name of referral partner

Referral Partner Branch

Branch of the referral partner

Primary Agent Name

Agent The agent was initially assigned to a lead

Referral Partner Company

Company of the referral partner

Total Leads

Total The total amount of leads

Conversion Rate

Amounts of lead provided/funded