Performance
Order Summary
By clicking in the Performance option, you will see the first tab (Order Summary) showing the status of the applications for each State or Agent and the Conversion rate for each of them.
As shown in the image below, the selection between Agent and State can be done in the Group by section located at the top left corner:
Agents will also have to select a time range for the search to take place. As the image below shows, there will be different options to select:
This is how the section will look like sorting the information by Agent:
If the user desires it, they can access to the agent’s profile by clicking on the name.
Order Detail
In this section, users can review the information of all the enrollments created for the date selected. If necessary, the Filter by option will be available to look up a specific enrollment. By pressing on the Application Code or the Enrollment Number, users will be able to access to the specific information of the account selected.
This section will also show the date when the account was creted, the name of the Agent and the Applicant as well as the Address and the enrollment Status.
Agent Stats
In this section, users will be able to review information sorted by agents. They will be able to see information such as the username, the number of orders created divided by status as well as the conversion rate and the agent’s status (whether they are active or inactive).
As the image above shows, users will be able to sort the information by Active, Inactive and Agents with No Orders. Admins will also be able to access to the users’ profiles by clicking on their names
Agent Tracker
In this section, Admins will be able to see in real time the different agents that are currently working and their location.
By clicking on the agent’s icon, a text box will appear showing the agent’s details.
Users can also select a specific location by using the search box located at the top left corner:
Heat Maps
In this section, users will be able to see how many applications have been created for a specific time range. As usual, users will be able to select the dates at the top left corner of the screen and also select a time zone. As the image below shows, there will be different spots marked in green, yellow or red, indicating the number of applications created in each region. Green stands for low activity, Yellow medium activity, and Red, high activity.
To perform the look up, users will have to select any of the available time zones.
By clicking on any of the spots available, Admins will be able to see detailed information for the applications created in the area selected.
At the top left corner, users will also have the option to sort the information by Address. By selecting this option, you will see the areas where the applicants that created applications reside; this means that the spots shown reflect the addresses entered on the application and not the location where they were created.
For any of the two options, you may zoom in and out to see the locations in detail:
You also have three different options to visualize the activity:
Heat Map: This option identifies the hot spots using different colors; the red color shows a big concentration of applicants or applications, the yellow color shows medium concentrations, and the green color shows the smallest ones.
Markers: if enabled, markers will be displayed when you zoom in the hot spots shown within the heat map; markers will show the exact location where an application was created or the applicant’s address, depending on the view selected.
Zip Code: this option divides the map into the different zip codes and helps to identify in which of them the activity is higher.
You may add/remove the Heat Map, Markers and/or the Zip Code feature by clicking on the corresponding icons that will be located at the bottom right corner of the screen.