Classic - inProcess and Status
- Rebecca Kornblum
Analytics
The Field view controls the number of fields (columns) displayed in the Main Dashboard with data from lead details according to the filter set selected.
Columns
Column Name | Column Filter Type | Description |
|---|---|---|
Activity | Multi+search | Activity associated with application status; it refers activity of application(s) |
Current Units | Number | Current unit associated with application activity; it refers total units/numbers applications |
Volume | Number | Total amount of a particular application based on their status or activity |
Avg Days | Number | Average amount of time that all of those leads/applications have been sitting in that status or activity |
Trend vs Prior Days (Units) | Number |
|
Status Display Order | Number |
|
Status | Multi+search | Status (Funded) of a lead |
Funded MTD | Number | The count of how many applications moved to Funded status in this month up to the current date |
Volume Funded MTD | Number | Total amount of leads sitting in Funded status |
Avg Days To Fund | Number | Average amount of time that all of those leads/applications have been sitting in Funded status |
Vs Last Month | Number | Total units of lead in comparison to the previous month |
Leads Details Popup
Click Lead Counts to view the Leads Details popup containing details information about those leads. Click the Excel Export button to export a popup report. The Report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.
Columns
Column Name | Column Filter Type | Description |
Date | Date | Indicates the application created date of the lead |
Campaign | Multi+search | Campaign name the lead belongs to |
Primary Officer | Multi+search | Indicates the main officer of those leads |
Current Status | Multi+search | Indicates the current status of those leads |
Last Activity | Multi+search | Indicates the activity of leads is in within the current status |
LOS Loan # | Multi+search | Indicates the LOS file ID of the lead in inFlow |
Loan Amount | Number | Indicates the Proposed Initial Loan Amount - First of the lead in inFlow |
Last Name | Multi+search | Last name of a lead in inFlow |
First Name | Multi+search | First name of a lead in inFlow |
State | Multi+search | Indicates the property state of the lead in inFlow |
Phone | Multi+search | Mobile phone number of the leads in inFlow |