Track Marketing™ is an innovative dashboard designed exclusively for mortgage Lenders and banks, providing in-depth insights into your marketing strategies and their impact on business outcomes. This interactive dashboard transforms marketing data into actionable intelligence, facilitating informed decision-making and strategic optimizations.
Track Marketing 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.
- Marketing Expense by Lead Type
- Clear visualization of marketing expenses categorized by lead type, providing insights into the cost-effectiveness of different lead generation channels.
- The visualization is in the form a stacked bar chart including the color coding for different lead sources.
- There is also another widget on the dashboard which displays the expenses as bar charts.
- Sum of Loan Amount by Lead Type
- Graphical representation illustrating the total loan amount generated by different lead types.
- Provides insights into the effectiveness of each lead source in terms of loan origination.
- Average Marketing Expense vs. Loan Amount per Month
- Comparative analysis showcasing the relationship between average marketing expenses and the loan amount generated per month.
- Marketing Expense Insights
- Comprehensive overview of marketing expenses, allowing for detailed analysis and strategic adjustments.
- The expenses over different quarters are represented in color coded bar charts.
- Marketing Expense per Loan Type
- Visual breakdown of marketing expenses by different loan types, providing insights into the cost-effectiveness of marketing efforts for each product.
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