Dashboard Examples
See what a great mortgage company dashboard looks like. These examples show best practices for visualizing KPIs, tracking pipeline health, and monitoring staff performance.
Executive Summary
June 2024 Performance Overview
Funded Volume
$65.3M
+7.9% from last month
Funded Units
192
+7.9% from last month
Pull-Through Rate
76%
+4pts from last month
Avg Days to Close
26 days
-2 days from last month
Monthly Funding Trend
Units and volume over the past 6 months
Units
Volume ($M)
Channel Mix
Funding distribution by channel
Retail
62%Wholesale
28%Correspondent
10%Pull-Through Rate Trend
Application to funding conversion over time