Metrics and dataset behind mortgage lead-to-application dashboard

Plus 5 charts to get more insight into speed, effectiveness, and quantity of operations

Hey there,

Welcome to the new subscribers who have joined our newsletter since the last issue.

In our previous issue, I shared an exciting live lead-to-application performance dashboard. However, I realized it didn’t include all the details you need to build your own.

So, in this issue, I’ve updated the post to give you a deeper dive into the building blocks of this performance dashboard.

Now you can explore:

  • The metrics behind each chart

  • Measures, dimensions, and datasets for every metric

  • Events and objects that compose the dataset

Plus, I’ve added 5 new charts (screenshots below) to give you more insights into speed, effectiveness, and quantity of operations at each stage of the lead-to-application workflow.

Thank you for taking the time to read this email. I hope this issue provides valuable insights into measuring the performance of your mortgage workflows.

As always, feel free to reach out with any questions or feedback!