Insights Dashboard Descriptions

Attrition

Provides program cancellation information, such as why customers have dropped the program and the rate at which they drop. A weighted average can also be viewed by state, how many clients canceled with a first payment already made versus no payments made, and cancellations by program length.

Calls

The Calls dashboard contains information based on what phone system your company is using and what custom dispositions have been set up. Calls can be filtered by users and teams (you can toggle between users), incoming, outgoing, or all calls combined. In addition, this dashboard can be used to view how many contacts were created by month, to gather a count of those contacts, the average duration of the call, and the total sum of all calls.

Campaigns

The Campaigns dashboard can work in several ways. You can gather information based on a campaign or a company (if you have affiliates, etc.). This dashboard lets you know how many people were contacted, how many leads led to contracts and enrollments, how many of those clients either dropped from the program or canceled, and where the leads came from. This information comes from marketing-level campaigns, not e-marketing.

Client Drafts

This dashboard has a massive amount of information it can provide you with. You can view scheduled, returned, and cleared client drafts. It includes which user cleared which drafts, how many are scheduled, and the amounts.

Credit Pulls

This dashboard displays the number of credit reports run for clients or potential clients. They can be filtered by state, user, and provider for the month, year, or total.

Debts / Creditors

The Debts / Creditors dashboard breaks down how many debts are being enrolled into the program, as well as how many have been settled. Not only does it show you the quantity, but it also includes the dollar amount. You can view the debts by the creditor or by type.

Enrollment Summary

The Enrollment Summary dashboard focuses on the number of enrollments your company has acquired, where the enrollments are coming from (campaign, other sources), which user enrolled the contact, the average time that a contact was enrolled in the program, and details about the enrollments that were dropped. The information is shown in both numbers and percentages.

Fees

The Fees dashboard shows how much money is being paid to other companies for performance fees, credit fees, etc. Fees are displayed as a whole and by status: cleared, pending, and open. You can also view them by which company was paid the fees and the state. In addition, a list of open fees with the contact’s name and the percentage of cleared fees is also available.

Graduations

The Graduations dashboard shows how many graduations occurred over time, by state, by assigned user, and by campaign. The information is shown in both numbers and percentages.

Leads

The Leads dashboard looks at contacts who have not enrolled in any program yet. This dashboard looks at how contacts originated in the system, who they are assigned to, and what statuses they currently reside in. 

Notes

These are activity logs for how many notes are being saved in the system, the users who created the notes, and the top 10 users creating notes. If you’ve opted to categorize them, they can be displayed by type, such as sales notes, negotiations notes, etc.

Settlements

This dashboard focuses on settlement offers. They are sorted by completed, open, and declined. It includes the average debt amount at settlement percent, average settlement amount, and percent of average settlements. You can filter the results to show offers for a specific user, creditor, or collection company. You can also view the statuses of the offers - voided, in-review, returned, etc.

Signings

How many documents is your company getting signed in a given period compared to what is being sent? You can view the types of documents being signed, which user is responsible for them,

SMS

The SMS dashboard gets its information from the integration tool Twilio. It shows you how many SMS messages were sent vs. those responded to.

Tasks

This is a great tool for viewing the status of tasks (open, completed, and overdue) and who they are assigned to by the team or user.

User Activity

This dashboard provides a breakdown of the different types of events in the system: calls, docs, emails, etc. It lets you know who is generating them, what event types are being produced, and how many contacts are being submitted to sales reps.