The Dashboard

The Dashboard displays snapshots of real-time loan information, historical data, and performance trends. You can view information such as an overview of loans in the Pipeline, partner activity and trends, and loan team member results. You can also create custom Dashboard configurations that display the specific loan information that you need, in either a table or graph format.

About Snapshots and Views

A snapshot contains loan data displayed in a table or graph format. For example, you can view the number and dollar amount of loans that were started by each of your loan officers. Or you can view a bar chart that shows the number of loans at each milestone in your Pipeline. Use the Split View feature to display details of the loans within the snapshot. You can also select a specific data point within the snapshot and view the details of the loans that make up that specific data point.

More than 30 preconfigured snapshots are available that you can use as is or customize to meet the needs of your company. You can also create new snapshots from scratch or by using a preconfigured snapshot as a starting point.

A view is a collection of snapshots displayed on the Dashboard. A view can contain from one to nine snapshots. You can use the default view (named Company View) or create your own custom views using any combination of preconfigured and custom snapshots.

Viewing the Dashboard

The loans that display on the Dashboard depend on your access rights. You can view loans that you originate, loans on which you are a loan team member, loans that have loan team members who are below you in the organization hierarchy, or loans that belong to User Groups in which you are a member.

  1. Click the Dashboard tab.
  • The Dashboard displays using the layout of the current view (such as Company View).
  1. To view data for a specific user, group of users, or TPO, select an option from the Show Data For list. Then select the specific user name, user group, or organization. Click the Save icon if you want to save the new selection to the view.

 Only users with the Administrator or Super Administrator persona can view data for an organization or user group.

 You can only save changes to a Public view if your administrator has included you in a User Group with rights to manage public Dashboard features.

  1. Use the options at the top of each snapshot as described below. You can also right-click a snapshot and select an option from the menu.

ClosedChange the date range of the displayed data

Select a different date option from the list on the upper-right of a snapshot. Click the Save icon if you want to save the new selection to the view.

 You can save changes to a Public view only if your administrator has included you in a User Group with Edit rights to Dashboard View Templates.

ClosedView details of the loans in a snapshot

Click the Show Split View icon to display the details of the data in the snapshot. When you display the loan details, you can analyze the data that makes up the snapshot or a specific data point within the snapshot. You can also click a loan in a Split View table to open it on the Loan tab. Click the Show Single View icon to return to the full snapshot.

ClosedExample

  1. In a snapshot that features a bar chart, click the Show Split View icon.

Details of all the loans within the snapshot display at the bottom of the snapshot.

  1. Click a bar in the bar chart.

Only the details of the loans within that bar are displayed.

You can choose how the Split View snapshot details are displayed. Click the Find icon on the upper-right of the Split View details section of the snapshot. Select a snapshot to use as a template for displaying the data.

ClosedExample 

A snapshot can display a variety of Single View and Split View options. For example, a snapshot can display a user table and also display a bar chart in the Split View details section. Or, it can display a bar chart and also display a trend chart in the Split View details section.

  1. In a snapshot that features a bar chart, click the Show Split View icon.
  2. Click the Find icon, and then select a snapshot featuring a trend chart.
  3. Click Select.

The details in the Show Split View section are displayed in a trend chart.

  1. Click a bar in the bar chart.

The details of the loans within that bar are also displayed in a trend chart.

ClosedSingle View to Split View Options

  • Bar Chart to Bar Chart
  • Trend Chart to User Table
  • Bar Chart to Trend Chart
  • Loan Table to Loan Files
  • Bar Chart to Loan Table
  • User Table to Bar Chart
  • Bar Chart to User Table
  • User Table to Trend Chart
  • Trend Chart to Bar Chart
  • User Table to Loan Table
  • Trend Chart to Trend Chart
  • User Table to User Table
  • Trend Chart to Loan Table

 

ClosedSet the Default Drilldown View   

You can designate a loan table snapshot as the Default Drilldown view to display when you invoke the Split View option.

  1. Click Manage Snapshots on the upper-right of the Dashboard.
  2. Select a loan table snapshot on the Snapshot list on the left.
  3. Click the Snapshot tab.
  4. Select Default Drilldown Loan Table View to display the loan table when the Split View option is invoked.

 This option is only available when the snapshot is a Loan Table.

  1. Click the Save icon to save your changes.

ClosedZoom in on snapshot data

  1. Click the Zoom In icon to expand the display of the selected snapshot.
  2. Click the Zoom Out icon to return to the full Dashboard view.

ClosedDownload data to Microsoft Excel 

  • Click the Excel icon.

A new Excel spreadsheet opens with the data from the snapshot displayed. You can then save and work with the data in the spreadsheet as needed.

ClosedPrint the snapshot

  1. Click the Print icon.
  2. On the Print Preview window, click the Print icon.

 If you want to change the page orientation, click File, and then select Page Setup. Select the Landscape option, and then click OK.

Working with Views

You can select a different view, edit the current view, or create a new view. Use the Dashboard View options on the upper left of the Dashboard as described below.

ClosedSelect a different view

  1. Click the Find icon next to the Dashboard View list on the upper-left of the Dashboard.
  2. Select the Public or Personal folder, and then select a view from the Views list.
  3. Click the Select button.

ClosedReplace a snapshot

  1. Right-click a snapshot, and then click Replace on the menu.
  2. On the Select Snapshot window, select a snapshot, and then click Select.
  3. To save the change to the current view, click the Save icon on the upper-left of the Dashboard.
  • When you leave the current Dashboard view, you will also be asked if you want to save any changes.

ClosedCreate a new view

 You can only create and edit Dashboard views if your administrator has authorized your persona to manage your Personal View. When you open the Manage View window, you will have the option to create a new view in the Personal folder or, if authorized, a Public folder.

  1. Click the Manage View icon next to the Dashboard View list at the top of the Dashboard.
  2. On the Folder dropdown list, select the Personal or Public folder in which you want to create the new view.
  3. Click the New icon.
  4. Type a name for the new view.
  5. Select one of the layout options.
  6. For each snapshot in the selected layout, click the Find icon, select a snapshot from the Public Dashboard Templates or Personal Dashboard Templates folders, and then click Select.

 Views in the Public folder must contain public snapshots (snapshots located in the Public Dashboard Templates folder) only. If you want to include personal snapshots in a public view, you must first move the snapshots to the Public Dashboard Templates folder.

  1. If you want this new view to display when you open the Dashboard, click the Set as Default button at the top of the left panel.
  2. When finished, click Save.
  3. Click Select View to return to the Dashboard.

ClosedEdit the current view 

You can edit only views that you create. You cannot edit the default Company View.

  1. Click the Manage View icon next to the Dashboard View list at the top of the Dashboard.
  2. On the Manage Views window, change layout options and snapshot selections as described in the Create a new view procedure.
  3. When finished, click Save.
  4. Click Select View to return to the Dashboard.

Create a Snapshot

You can create new snapshots or customize existing snapshots to meet your needs. Using the Snapshot, Folders, and Filters tabs, you can define how to display loan data, specify the loan folders from which data is selected, and create filters to narrow the data displayed.

You can create and edit only the snapshots in the Personal Dashboard Templates folder if your administrator has authorized your persona to create and manage Personal Snapshot Templates. When you open the Manage Snapshots window, you will have the option to create a new snapshot in the Personal Dashboard Templates folder or, if authorized, a Public Dashboard Templates folder.

ClosedBasic snapshot information 

  1. Click Manage Snapshots on the upper-right of the Dashboard.
  2. On the Manage Snapshots window, select the Personal Dashboard Templates or Public Dashboard Templates folder, and then click the New icon.

If you are an admin, you can also create snapshots in the Public Dashboard Templates folder.

  1. Rename the snapshot.

ClosedSnapshot Tab

  1. Click the Snapshot tab.
  2. Select a Chart Type from the dropdown list.

ClosedBar Chart

Displays selected loan data via a vertical and horizontal axis for the selected date range.

  1. Set the measurement to use for the vertical axis of the chart.
    • Select Number of Loans.

    -OR-

    • To use a different value for the axis, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field. You can also type one or more characters and click Find. The first occurrence of the characters in any column is found.
  • Set the vertical axis to measure the data's Total or Average.
  1. Set the measurement to use for the horizontal axis.
  • Select Last finished Milestone.

-OR-

  • To use a different value for the axis, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field.
  1. Loans are included on the chart based on the date range selected when the snapshot is viewed on the Dashboard. Select the date field to use for selecting the loans to display.
  • Select File Started Date or Completed Date.
  • To use a different date, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field.
  1. Set the number of bars to display on the chart.
  2. Set the chart to display either the Highest or Lowest values if there are more than 50 bars.
  3. Click the Save icon.

ClosedTrend Chart

Displays loan trends via a vertical and horizontal axis for the selected date range.

  1. Set the value to use for the vertical axis of the chart.
    • Select Number of Loans.

    -OR-

    • To use a different value for the axis, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field. You can also type one or more characters and click Find. The first occurrence of the characters in any column is found.
  • Select Total or Average to specify how the data for the selected field is displayed.
  1. Loans are displayed on the horizontal axis based on the date range selected when the snapshot is viewed on the Dashboard. Select the date field to use for selecting the loans to display.
  • Select File Started Date or Completed Date.

-OR-

  • To use a different date, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field.
  1. Select the loan field to use for grouping loans on multiple trend lines. For example, if you select the Loan Type field, loans will display on trend lines that represent each loan type.
  • Select No Group By Field to display all loans on a single trend line.
  • Select Last Finished Milestone if you want to group the columns according to milestone.
  • To group loans on trend lines based on a loan field, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field.
  1. Set the number of lines to display on the chart.
  2. Set the chart to display either the Highest or Lowest values if there are more than 10 lines.
  3. Click the Save icon.

ClosedLoan Table 

Displays loan data via columns for the selected date range.

  1. Select the Default Drilldown Loan Table View checkbox to display this loan table when the Split View option is invoked.
  2. Add columns to the table. Click the New icon to open the Add/Edit Loan Field window.
    • Click the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field. You can also type one or more characters and click Find. The first occurrence of the characters in any column is found.
    • Change the Description if needed. The description will be used as the column heading.
    • Change the selection in the Sort Order field to Ascending or Descending to sort the table based on the data in this column.
    • Click OK.
    • Add additional columns as needed
  1. Loans are displayed in the table rows based on the date range selected when the snapshot is viewed on the Dashboard. Set the date field to use to select the loans to display.
  • Select File Started Date or Completed Date.

-OR-

  • To use a different date, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field.
  1. Set the maximum number of loans to display in the table.
  2. Select one or more checkboxes to specify the summary rows to display in the snapshot.
  3. Click the Save icon.

ClosedUser Table 

Displays loan data by user for the selected date range.

  1. Select the data to display in up to three columns.
  • Select Number of Loans, Total Loan Amount, or Other.
  • If you selected Other, double-click the desired field on the Select Loan Field window. You can also type one or more characters and click Find. The first occurrence of the characters in any column is found.
  • If you selected Other, select Total or Average to specify how the data for the selected field is displayed.
  1. Specify how the table columns are grouped. For example, you can group the columns by Milestone so that each Milestone will become a high-level column under which each of the grouped columns (such as Number of Loans and Total Loan Amount) will appear.
    • Select No Group By Field if you do not want to group the columns.
    • Select Last Finished Milestone if you want to group the columns according to milestone.
    • To group the columns, select the field with the Find icon. On the Select Loan Field window, double-click the desired field.
  1. Define the users to display in the table rows.
  • From the User Roles list, Select All to display all users, or select a specific role to display only users assigned to that role.
  • From the Org/User Groups list, select Organization or User Group. Select a specific Organization or User Group to display only users that are members of the organization or group.

 The Org/User Groups list is only available to users with the Administrator or Super Administrator persona.

  1. Loans are displayed in the table rows based on the date range selected when the snapshot is viewed on the Dashboard. Set the date field to use to select the loans to display.
  • Select File Started Date or Completed Date.

-OR-

  • To use a different date, select the field with the Find icon. On the Select Loan Field window, scroll down the list and double-click the desired field.
  1. Select one or more checkboxes to specify the summary rows to display in the snapshot
  2. Click the Save icon.

ClosedFolders Tab 

  1. Click the Folders tab.
  2. Select the folders from which to select loan data.
  3. Use the buttons to select all folders, select all folders except the (Archive) folder, or deselect all folders.
  4. Click the Save icon.

ClosedFilters Tab 

  1. Click the Filters tab.
  2. Click the New icon to open the Add/Edit Search Filter window.

The Add button inserts a filter at the bottom of the list. To insert a filter above an existing filter, select the filter, click Insert, and then define the new filter as described below.

  1. To find a field ID, click the Find icon. On the Select Loan Filter window, double-click to select a field from the list. You can also type one or more characters and click Find. The first occurrence of the characters in any column is found.
  1. Change the Description if needed.
  2. Select an Operator, and then enter (or select) a Value.
  • The Operator and Value define how the field will be used to search the loan data. For example: Field ID= 1109 (Loan Amount), Operator = Greater than, Value = 250000.
  1. Click OK.
  2. Repeat steps 2 through 6 to add more fields.
  3. You can use parentheses to control the order in which multiple filters are evaluated. Click Parentheses, select the filters to group, click the New icon, and then click OK.
  4. Click the Save icon.

ClosedWorking with Filters

  • To switch the qualifier (Joint) between multiple filters, click AND/OR.
  • To view filters in a statement format, click View Filter.
  • To edit a selected filter, click the Edit, icon, make required changes, and then click OK.
  • To delete a selected filter, click the Delete icon, and then click Yes in response to the confirmation message.

Work With Snapshots

ClosedCreate a new snapshot from an existing snapshot

  1. Click Manage Snapshots on the upper-right of the Dashboard.
  2. On the Manage Snapshots window, select a snapshot from the Personal Dashboard Templates folders.
  3. On the Manage Snapshots window, click the Duplicate icon.
  4. Rename the snapshot.
  5. Set new data options as described in the Create a Snapshot section.
  6. To save your changes, click the Save icon.

If you are an admin, you can also duplicate a snapshot in the Public Dashboard Templates folder. If you are not an admin, you can copy a snapshot from the Public Dashboard Template folder to your Personal folder. To do this, right-click a snapshot in the Public Dashboard Template folder, select Copy from the menu, open your Personal Dashboard Template folder, right-click in the snapshot list, and then select Paste. 

ClosedEdit a snapshot

  1. On the Dashboard, click the Edit icon associated with the snapshot you want to edit.
  2. On the Edit Snapshot window, set new data options as described in the Create a Snapshot section.
  3. To save your changes, click the Save icon in the upper-right of the screen.