8.2.5.6 Application Summary
Application reports deliver key insights on volumes, product trends, performance, and approval rates.
- Region Description – Filter data by region (e.g., East Coast, Great Lakes, Plains).
- Branch Description – View data for specific branches.
- Calendar Date – Analyze applications for a selected date or date range.
- Legal Entity Description – Filter by legal entity.
- Approval Year / Quarter / Month – Narrow down results by approval period.
- Application Approved Account Flag – View Approved, Not Approved, or All applications.
Application Count by Region
Displays application counts by region or branch to support optimization of branch locations and resource allocation.
- Identifies regions or branches with high or low application volumes, guiding staffing and infrastructure decisions.
- Highlights areas of high demand, enabling targeted marketing and service expansion.
- Supports cost optimization by pinpointing under performing regions for potential restructuring.
Figure 8-73 Regional Analysis – Summary
Application Count by Product
Shows application counts by product to analyze product performance and customer preferences.
- Identifies top-performing products based on application volume, revealing customer preferences.
- Highlights under performing products that may need review or additional marketing.
- Supports strategic decisions for product development and resource allocation.
Figure 8-74 Application Count by Product
Figure 8-75 Top 10 Account Managers by Approved Amount
Purpose: Displays the top 10 account managers by approved amount to recognize high performers and set performance benchmarks.
- Highlights account managers with the highest approved amounts, identifying key performers.
- Provides benchmarks for other managers, encouraging healthy competition and improvement.
- Supports recognition and reward initiatives to drive motivation and retention.
Approved vs. Not Approved Applications by Branch
Purpose: Compares approved and not approved application counts by branch to assess approval rates and branch performance.
- Highlights branches with higher or lower approval rates, supporting performance evaluation.
- . Identifies areas with high numbers of not approved applications, aiding in process improvement.
- Provides data for targeted support and resource allocation to optimize approval outcomes.
Figure 8-76 Approved vs Non Approved Application
