Lending Tower Dashboard
This Month
Today
Company Wide Avg
Team Leaderboard
Agent Sales Report
Historical Trends
Company Leaderboard
Leaderboard Leaders
Deals Enrolled
| Rank | Agent | Deals Enrolled | Contacts | Debt Enrolled | Date Won |
|---|
Debt Enrolled
| Rank | Agent | Deals Enrolled | Contacts | Debt Enrolled | Date Won |
|---|
Cancellation Ratio
| Rank | Agent | Deals Enrolled | Contacts | Debt Enrolled | Cancellation Ratio | Date Won |
|---|
Conversion Ratio
| Rank | Agent | Deals Enrolled | Contacts | Debt Enrolled | Conversion Ratio | Date Won |
|---|
NSF Ratio
| Rank | Agent | Deals Enrolled | Contacts | Debt Enrolled | NSF Ratio | Date Won |
|---|
Manager Dashboard
How to use this page
This view is meant to be a quick workflow: choose scope → scan KPIs → compare teams/agents → drill in.
- Team filter changes every section below (tiles, leaderboards, graphs).
- Click a team name in the Team Leaderboard or Team Graph to focus that team.
- Click sortable column headers to rank by a metric; the Team Graph follows the same metric.
- In historical mode (date range selected), Month-to-date tiles hide and charts appear.
This Month
Today
Compared to Company Avg (per agent)
| Metric | This Scope | Company Avg | Delta |
|---|
Shown when a specific team (or Unassigned) is selected. Use the toggle to switch per-agent vs totals.
Team Leaderboard
Tip: click a team name to filter; click column headers to change ranking (and the graph metric).
Team Graph
Agent Leaderboard
Top 50 agents in the current scope. Click deal counts to drill into contacts (when available).
Historical Trends (Filtered)
Select Agent/Team to start analysis
Compare against
Shows company averages for the selected timeframe.
Selection A
Selection B
Side-by-side snapshot
Select agents and/or teams on each side. The timeframe applies to both tables.
Agent View
Month to Date
Today
Agent Debt Segments
Company-Wide
Agent Sales Report
Historical Trends
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