1.3 Conversion Analysis

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

The Conversion Analysis widget allows the logged-in bank user to view the details of the conversion for the various products originated by them.
  1. On Home screen, click Dashboard.
    The Conversion Analysis widget displays in Dashboard screen.
  2. Click Filter Icon 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



    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.