Business reports help you monitor performance, identify trends and make informed decisions.
The Business Statistics Report in Mercury Nexus provides a high-level overview of your pipeline and settled business, with flexible filtering options to drill into specific segments.
What information does the business statistics report include?
The Business Statistics Report gives you a consolidated view of your business performance.
You can filter and analyse data by:
Opportunity Type
User
Lead Source
Loan Category
Date Range
Target Status
Settlement
Fixed Expiry
This allows you to assess both pipeline and settled activity across your business.
Generate a business statistics report
To create the report:
Open the CRM app.
Select Reports from the left-hand menu.
Click Business Statistics in the top menu.
Customise your report filters
Use the available drop-down menus to refine your results.
Select opportunity type
Choose the relevant Opportunity Type.
Filter by user
Select a specific User to analyse individual performance.
Filter by lead source
Choose a Lead Source to assess marketing performance.
Filter by loan category
Select a Loan Category to compare product types.
Choose date range
Set the reporting period using the Date Range filter.
Search by
Use the drop-down to search by:
Target Status
Settlement
Fixed Expiry
Group your data
Use the Group By drop-down to structure the report output.
You can also change the Target Status by selecting from the status list.
The report updates automatically based on your selections.
View the data as a chart
To visualise the report:
Click the Pie Chart or Column Chart tab.
In the Pie Chart view, you can:
Display by Number of Loans or Volume
Choose whether to Display Values
Export or pin your report
You can:
Click Launch Report to export the data to Excel.
Tick Pin to Dashboard to add the report to your Mercury dashboard.
Check the report description
A description appears at the bottom of the screen outlining:
The filters applied
The data source
The calculation parameters
Review this to ensure you are analysing the intended dataset.
Best practice for accurate reporting
Ensure opportunity statuses are updated consistently.
Maintain accurate settlement and expiry dates.
Standardise lead source naming.
Regularly review user assignments and loan categories.
Accurate data entry ensures reliable reporting.
Need help?
If you need help generating or interpreting reports in Mercury Nexus, contact your Partnership Manager or email [email protected].