Pipeline & loan data by Loan Officer — current month
Submissions This Month
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Pipeline Volume
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Avg Submission Size
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Today's Submissions
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Weekly Submissions (Last 4 Weeks)
Status Distribution
Loan Purpose Distribution
Top 15 Lenders
Submissions by LOA — This Month
Submissions Today (Non-HELOC)
Submissions This Week (Non-HELOC by LOA)
HELOC — Today
HELOC — This Week
Leads overview & submissions summary
Leads (30 Days)
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Leads (60 Days)
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Submissions This Month
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Pipeline Volume (Month)
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Leads by Source (30 Days)
Lead Status Distribution (90 Days)
Weekly Submissions
Loan Program by LOA (This Month)
Submissions by LOA — This Month
Marketing-focused lead metrics
Leads — Last 30 Days
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Leads — Last 60 Days
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Leads — Last 90 Days
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Pipeline Volume (Month)
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Leads by Source — Last 30 Days
Leads by Source — Last 60 Days
Leads by Source — Last 90 Days
Lead Source Distribution (90 Days)
Lead Source Comparison
Tasks, submissions & pipeline management
Submissions Last Month
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This Week
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This Month
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CTC / UCCFR
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CTC — TBD
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Open Tasks by Owner
Task Priority Distribution
Open Tasks by Owner
Submissions by LOA — This Month
Detailed lead analysis by source, status & type
Leads — Last 30 Days
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Leads — Last 60 Days
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Leads — Last 90 Days
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Leads by Source — 30 Days
Leads by Source — 60 Days
Leads by Source — 90 Days
Lead Status Distribution (90 Days)
Lead Source Distribution (90 Days)
Leads by Source — 30 Days
Leads by Source — 60 Days
Leads by Source — 90 Days
Live data from RingCentral via Firestore
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Call Volume (Daily)
SMS Volume (Daily)
Call Outcomes
Team Activity (Calls)
Recent Calls
| Time | Direction | From / To | Duration | Result |
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Recent SMS
| Time | Direction | From / To | Message |
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Team Performance
| Name / Extension | Total Calls | Inbound | Outbound | Avg Duration |
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Call Queue Analytics
Queue Performance
| Queue | Total | Inbound | Answered | Abandoned | Answer % | SLA % | Avg Duration | Avg Wait | Avg Hold |
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Agent Performance by Queue
| Agent | Ext | Total | Answered | Not Answered | Answer % | Avg Duration | Avg Wait |
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