Introducing our latest enhancement at Cardtapp with our Enterprise Analytics Dashboard for our customers.
Product Release: Cardtapp Platform Usage Analytics
Overview
Cardtapp has launched a new analytics product designed to provide users with critical insights to enhance performance and target areas for growth. This latest offering aims to streamline the process of monitoring and analyzing sales-related data.
Key Features
Real-Time Analytics Dashboards: The platform introduces a real-time analytics dashboard that allows users to drive team adoption and gain immediate insights into their sales performance.
Desktop Dashboard Access: Powerful analytics tools are now accessible directly from the desktop dashboard, offering convenience and efficiency.
Estimation of Closed Deals: The platform features a proprietary algorithm that provides a real-time feed of estimated sourced closed loans and deals.
Aggregate Lead Monitoring: Users can monitor aggregate referral leads and leads generated, providing a comprehensive view of lead generation effectiveness.
Co-Branding Partner Monitoring: The analytics tool also enables monitoring of co-branding partners activated by all team members, enhancing partnership management.
Lead Generation Trend Analysis: The dashboard includes a feature for tracking monthly lead volumes. It also provides forecasted lead volume and trend analysis, aiding in strategic planning.
Navigating the New Analytics Dashboard
Introduction to the Analytics Dashboard
Cardtapp's new analytics dashboard is a powerful tool designed to help you gain real-time insights into your performance metrics. This guide will help you navigate the features of the dashboard.
Accessing the Dashboard
You can access the analytics dashboard directly from your desktop. This convenience allows for constant monitoring and quick decision-making.
Features and How to Use Them
Monitoring Closed Deals: The dashboard uses a proprietary algorithm to give you a real-time estimate of sourced closed loans and deals. This helps you gauge your immediate sales success.
Tracking Aggregate Leads: Keep track of all referral leads and general leads generated. This feature is essential for understanding your lead generation efficiency.
Analyzing Co-Branding Partnerships: View and manage all co-branding partners enabled by your team, helping you optimize these partnerships.
Lead Generation Trend Analysis: The dashboard provides monthly lead generation volumes and forecasts. Use this feature to identify trends and plan accordingly.
Maximizing Your Dashboard Usage
Regularly check your dashboard for real-time updates.
Use the trend analysis to adjust your strategies.
Monitor your co-branding efforts to identify fruitful partnerships.
Conclusion
Cardtapp's analytics dashboard is a step forward in leveraging technology for better sales performance. With this tool, you have the power to analyze, plan, and execute your strategies more effectively than ever.