Track Business Acumen™ is designed to assist financial decision-making by providing intuitive insights into key metrics. Leverage the power of this dashboard to navigate the complex landscape of your business, optimize financial strategies, and drive sustained success in the mortgage industry.
Track Big Acumen Overview
Charts
- Filters
- Used to sort data based on selected filters.
- Available filters are Dates, Months, Quarters, Year to Date, Month to Date and Loan type.
- Each selected filter will affect all the charts on that dashboard.
- Reset button will reset all the filters selected and drill up to the default chart.
- Selecting any bar/region in a chart will result in highlighting that part along with other chart with related fields.
- Map
- Initial KPI’s have been designed to show macro information, that can be drilled down to specific counties.
- Get an overview of the distribution across the geographic locations.
- Choropleths view according to Customer demographics by state.
- Easily compare data between different states/counties.
- KPI’s
- Important KPI’s will be displayed/changed with selection of chart/filters
- Can be color coded, formatted with rules.
- Loan amount by Lead type
- Horizontal bar chart visualization of loan amounts categorized by lead type, providing insights into the source of loans..
- Loan Amount trend
- Insights into the month-over-month variation in loan counts, highlighting trends and patterns in loan origination.
- This is a stacked bar chart including the color coding for different lead sources.
- Loan Counts MOM basis
- Comprehensive overview of marketing expenses over different quarters.
- There are color coded lines helps to compare the current trend with the previous year trend.
- Total Loan amount by Loan type
- Visual breakdown of the total loan amount by different loan types, providing a comprehensive overview of product performance.
- There is a color coded line chart and a stacked bar chart to visualize this breakdown.
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