Conversion Analysis

This topic provides the systematic instructions to view Conversion Analysis widget.

1. On Home screen, click Dashboard.
   The Conversion Analysis widget displays in Dashboard screen.

   Figure 1-6 Conversion Analysis

   
   

   
   Description of "Figure 1-6 Conversion Analysis"

   
   
2. Click to filter the data.
   The available options are:

   • Products
   • Sub-Products
   • Period
   • Select Month
   • Display For

   By default, the system displays the month-wise conversion details of all the products originated for the current month. This widget provides splits across Opened, In-Progress, and Rejected for the products originated.

3. Hover over a section of the pie chart to view a specific status.
   The pop-up displays the details below:

   • Status
   • Total Count
4. Click on hyper-linked number to redirect to the All Applications screen.
   The All Applications screen displays a drill-down view that shows the list of applications.

   Figure 1-7 All Application - Conversion Analysis

   
   

   
   Description of "Figure 1-7 All Application - Conversion Analysis"

   
   

   For more information, refer to the fields description table below.

   Table 1-4 All Applications – Field Description

   Field	Description
   Application Number	Displays the application reference number.
   Application Date	Displays the application date.
   Product Type	Displays the type of product.
   Business Product Name	Displays the name of the business product.
   Customer Name	Displays the customer name.
   CIF Number	Displays the Customer Information File number.
   Status	Displays the status of each application.
   Mobile	Displays the mobile number.

   For more information about the All Applications screen, refer to the My Applications topic.