Metrics within BrokerEngine are tracked by the movement of lead or deal cards. Using metrics can help you understand forecasted settlements, conversions, or the time a deal takes from Submission prep to settlement.
Contents
Prerequisites
Opening the metrics page
Tracking metrics data
Viewing records and exporting data
Reviewing default stage mappings
Related articles
Prerequisites
None.
Opening the metrics page
Go to the left main menu, click the More icon, and select Metrics in the menu.
A new page displays a list of metric options. The Settlements page opens by default. Go to the top right corner of the page and select a date range.
Tracking metrics data
The table below shows the metrics tracked by BrokerEngine and the methods used to compile tracking data.
Metric |
Tracking method |
Settlements |
Two tracking methods are available. Use the toggle at the top of the page to switch between the methods. ALL, the default view, is used to forecast settlements and includes results from all stages and boards. Settled only shows data for deals in the settlement stage with a settlement date. |
New Leads |
Includes all cards on any Leads board stage. |
Interviews Held |
Includes all cards in any stage mapped to Initial Interview Held. |
Presentations Held |
Includes all cards in any stage mapped to Presentation Held. |
Deals Won |
Includes all cards on any Deals board stage. |
Deals Submitted |
Includes all cards in any stage mapped to Deal Submitted to Lender, Submitted for Conditional, or Submitted for Formal. |
Deals Approved |
Includes all cards in any stage mapped to Formal Approval. |
Sales Cycle Report |
Tracks the time a lead or deal has been in a specific stage. This method can be modified from the Board and Stages page (use the Include In Duration Metrics toggle) or within the report. |
Viewing records and exporting data
You can view and export the records that BrokerEngine used to compile data for any metric (excluding Sales Cycle Report).
Select a metric and then click the page icon at the top of the page. A new window displays the records (if available) for the selected time period. Click the Export View button to download the data in an Excel file.
Reviewing default stage mappings
As noted in the above table, BrokerEngine tracks some metrics based on the number of lead or deal cards in specific stages with metrics mapping. The table below shows the default stages with metrics mapping.
Metric |
Board > Stage |
Interviews Held |
Leads > Initial Call Held > Get Docs |
Presentations Held |
Leads > Loan Proposal Presented |
Deals Submitted |
Deals > Deals Submitted to Lender |
Deals Approved |
Deals > Formal Approval |
Settlements (Settled) |
Deals > Settlement |
Updating stage mapping
To view and edit stage mapping, go to the Board and Stages page (Settings > Workflow).
