Main Dashboard Overview
- Rebecca Kornblum
Description
The Main Dashboard provides an overview of an organization. This article describes the Main Dashboard and covers the following information:
Video Overview
How to Change the Dashboard View
You can change the view of the dashboard by:
Selecting a different date range.
The default date is today.
Selecting different users as well as specifying different time periods.
The default user is the logged-in user.
The information displayed adjusts to the specified filter.
Dashboard Static Tiles
Grey Tiles
The grey boxes display static information based on the user view. This information only changes if the user view has been changed. The information displayed is retrieved information dating back to the very first lead of the specified user.
Grey Tile Name | Description |
|---|---|
Total # inProcess | Number of all leads in processing and forward, but not yet funded |
Total Volume inProcess | Total loan dollar amount in processing and forward, but not yet funded |
Avg Loan Size | Amount of Total Volume inProcess divided by Total # inProcess |
Pull-Through | Total number of funded applications ever divided by the total number of processing applications |
Blue Tiles
The blue boxes display time-based information according to the calendar date range specified. If a Team/Agent view is selected with a date range specified, the blue boxes display information regarding the Team/Agent’s performance during the dates specified.
Blue Tile Name | Description |
|---|---|
New Deals | Number of applications that went into the Processing status for the first time within the time frame |
New Leads | Number of applications that went into the New Lead status for the first time within the time frame |
Lead Conversion | The rate of New Deals divided by New Leads, calculated in percentage |
Contact Rate | The rate of contacted divided by New Leads, calculated in percentage |
inProcess and Status
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. Users can show or hide the below fields by adjusting the field view when clicking the three dots next to any column header.
Column Name | Description |
|---|---|
Activity | Activity associated with application status; refers to activity of application(s) |
Current Units | Current unit associated with application activity; refers to total units/numbers applications |
Volume | Total amount of a particular application based on their status or activity |
Avg Days | Average amount of time that all of those leads/applications have been sitting in that status or activity |
Trend vs Prior Days (Units) | Comparison of current inProcess numbers with past numbers |
Status Display Order | Represents the order in which the statuses are displayed in inFlow (for example, a “7” means it is the 7th status within inFlow of that organization) |
Status | Status (Funded) of a lead |
Funded MTD | The count of how many applications moved to Funded status in this month up to the current date |
Volume Funded MTD | Total amount of leads sitting in Funded status |
Avg Days To Fund | Average amount of time that all of those leads/applications have been sitting in Funded status |
Vs Last Month | Total units of lead in comparison to the previous month |