A staple of any accountability is to track your monthly progress. Your target goals vs. actual goals. You can easily do this inside your platform.
KPI Tracker:
A monthly KPI tracker serves as a valuable tool for monitoring and evaluating performance against predefined metrics and goals within a specific time frame. By setting clear targets and comparing them to actual performance, businesses can gain valuable insights and make data-driven decisions. Let's dive into the components of a monthly KPI tracker:
In the top navigation bar, you can find the KPI and click on it.
Date Filter:
Date Range filter in the KPI is help users easily view and analyze data based on specific time periods. The filter includes predefined options such as This Week, This Month, This Quarter, and This Year, along with a Custom Range option for more flexibility.
This enhancement improves data visibility and allows users to quickly focus on relevant KPI activities without manual date selection-Process
Total Active Volume:
The Total Active Volume calculates the total transaction amount across all loans in the KPI Activity Pipeline, under the Processing, Underwriting, Approval, and Closing stages. Pipeline Tracking leads versus Transaction goals by comparing the total lead amount to the Transaction goal amount.
Active Pipeline:
In the activity pipeline tab we can calculate the pipeline transaction details like submitted, processing, underwriting, approved and closing.
Submitted:
The system calculates the count of applications where the Loan Status is "Application Submitted" in the Pipeline Leads tab and sums the total transaction amount for those applications.
Only applications with a valid Application Submitted Date will be included in both the application count and the total transaction amount.
Note : Applications without an Application Submitted Date will not be included in the application count or total transaction amount calculations.
Processing:
The system calculates the count of applications where the Loan Status is "processing" in the Pipeline active tab and sums the total transaction amount for those applications.
Only applications will be included in both the application count and the total transaction amount.
Underwriting:
The system calculates the count of applications where the Loan Status is " Underwriting" in the Pipeline active tab and sums the total transaction amount for those applications.
Only applications will be included in both the application count and the total transaction amount.
Approved:
The system calculates the count of applications where the Loan Status is "Approved" in the Pipeline active tab and sums the total transaction amount for those applications.
Only applications will be included in both the application count and the total transaction amount.
Closing:
The system calculates the count of applications where the Loan Status is "funded" in the Pipeline funded tab and sums the total transaction amount for those applications.
Only applications with a valid funded Date will be included in both the application count and the total transaction amount.
Note: Loans without a Funded Date will not be included in the Closing count or the total transaction amount calculation.
Pull-Through
Compares the Pull-Through Rate between the current month and the same period in the previous month to monitor loan conversion trends effectively.
Displays the percentage difference between current and last month (e.g., +5% vs. last month) to quickly identify growth opportunities and operational performance changes.
Days to close
Compares the average Days to Close between the current month and the same period in the previous month to measure improvements in loan processing speed.
Displays the difference in closing days between months (e.g., -20 days improved) to quickly identify operational efficiency gains or processing delays.
Fall out rate
Compares the Fall-Out Rate between the current month and the same period in the previous month to track changes in loan cancellations or declines.
Displays the percentage difference between months (e.g., -20% improved) to quickly identify improvements in loan retention and approval outcomes.
Note:
- Upward arrow - Indicates that the current month’s performance is higher than the previous month’s.
- Downward arrow - Indicates that the current month’s performance is lower than the previous month’s.
- Neutral arrow - Indicates that performance remains the same for both months. 
The Pipeline widgets
The Pipeline widgets is total counts and performance comparison across Pipeline, Volume, and Units. These help to evaluate progress against monthly production goals configured in the Production Tracker
Pipeline – Potential vs. Goals
The monthly pipeline goal is defined in the Production Tracker and represents the target funding volume for the current month.
The Potential value is calculated as the total funded amount recorded in the Pipeline tab, which is compared against the monthly goal to measure pipeline progress.
Volume – Transactions vs. Transaction Goals
The monthly transaction goal is configured in the Production Tracker and represents the target transaction amount for the month.
The Transaction value is calculated as the total Application Started amount in the Pipeline tab, which indicates the overall transaction activity initiated during the month.
Units – Funded Loans vs. Transaction Goals
The monthly transaction goal is defined in the Production Tracker and represents the target number of completed loan transactions.
The Units value is calculated based on the total number of Applications Started and loans funded within the current month, reflecting overall loan completion performance.
Loan Purpose Mix:
The KPI Dashboard now includes Loan Purpose Mix and an improved Production Tracker, enabling clearer visibility into loan distribution, performance trends, and funded transaction monitoring.
The B2B and B2C tabs provide structured performance segmentation, allowing users to analyze and compare business metrics based on customer type for more informed decision-making.
My KPI Activity Tracker:
In the my KPI Activity Grid table, a trend indicator is used to show performance changes.
If the current month’s goal is higher than last month’s goal, an up arrow is displayed.
If the current month’s goal is lower than last month’s goal, a down arrow is displayed.
If both months’ goals are the same, a neutral (same) arrow is shown.
My KPI is displayed based on activity segmented by B2B and B2C contact types.
Click the Edit icon to set your goal for this month.
Click the "Set Goals" button to establish goals for the KPI.
Marketing Performance:
Email Sent option is used to view the percentage comparison between last month’s and this month’s emails sent, as well as the total number of emails sent in the current month.
The open rate option is used to view the percentage comparison between last month’s and this month’s email opens, as well as the total open rate for the current month.
The click rate option is used to view the percentage comparison between last month’s and this month’s email link clicks, as well as the total click rate for the current month.
Prequalified:
In the Prequalified, we track the activity data who select the application check box while creating contact activity. Click the Prequalified box to check the data. Click here to learn more about Prequalified.
Note: Prequalified is only for the Mortgage Industry Users.
Application:
In the Application, we track the activity data who select the application check box while creating contact activity. Click the Application box to check the data. Click here to learn more about Application.
Pre-Approval:
In the Pre-Approval, we track the activity data who select the application check box while creating contact activity. Click the Pre-Approval box to check the data. Click here to learn more about Pre-Approval.
Events Attended:
In the Events Attended, we track the scoreboard activity data based on event type.
Click the Events Attended box to check the data. Discover more about the Events Attended by clicking here.
Referral Partners Activity:
When a referrer introduces a new contact to your network, they become a referred partner, and the system seamlessly captures and tracks the relevant data associated with the referral in the referral partner records. Click the Referral Partners Activity box to check the data. Explore further to learn about Referral Partners Activity
Follow-ups to Referrals:
Follow-ups to Referrals, monitor and record the activity data associated with follow-ups on referrals contact. Click the Follow-ups to Referrals box to check the data. Discover Further Insights on Follow-ups to Referrals
Asked For Meeting:
In the Asked For Meeting, we track the activity data who select the Asked For Meeting check box while creating contact activity. Click the Asked For Meeting box to check the data. Click here to learn more about Asked For Meeting.
Custom KPI:
Custom KPIs in our CRM streamline operations, enhancing efficiency across user levels from company-wide to individual teams. By automating routine tasks, users can prioritize strategic initiatives, fostering deeper customer engagement and improving overall user satisfaction. Click here to learn more about Custom KPI.
Default KPI:
Default KPIs in our CRM are centrally managed, ensuring standardized performance tracking across all users. Admin users can toggle these KPIs on or off, directly influencing their visibility in both the activity modal and KPI page. When toggled off, the corresponding sections are hidden, streamlining the interface to focus on active metrics. Click here to learn more about Default KPI.
Conclusion:
Regularly updating and reviewing your monthly KPI tracker within your SaaS empowers you to make informed decisions and keep your business on the path to success. By aligning your targets with actual performance, you can identify areas for improvement, track progress, and take proactive steps to achieve your goals. Leverage the power of SaaS to streamline your monthly target vs. actual goals management and drive your business forward.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.
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