Business statistics allows you to track the performance of your business.
To customise a Business Statistics report, choose from the following filters:
- Select the Opportunity Type from the drop down
- Select the User from the drop-down menu
- Select the Lead Source from the drop-down
- Select the Loan Category from the drop down
- Choose a Date Range
- You can choose to Search By the; Target Status, Settlement or Fixed Expiry.
- You can also group the data by selecting an option from the Group By drop-down
- You can change the Target Status by selecting an option from the status list.
Note: The report will automatically generate on the filters you select.
- Click on Pie Chart or Column Chart tab to view the data in a chart.
Note: A report description is displayed at the bottom of the screen and will show the data that is being used in the report.