The Opportunity Report displays your data in a meaningful way so you can understand your sales funnel.
Use these dashboards to:
Identify what is working well
Detect bottlenecks
Improve conversion rates
Increase settlement volumes
1. Opportunity Generation
This dashboard is pulled directly from your Opportunity records in Mercury Nexus.
It allows you to analyse:
Number of opportunities created each month
Opportunities by transaction type (blank means not classified as purchase or refinance)
Opportunities by opportunity type (e.g. Home Loan, Insurance, Asset Finance)
Opportunities by current status
Opportunities by lead source
Opportunity amount by lender
You can click on any graph to drill down further.
Example:
Click Current Status – Lodged to view transaction type, lead source and lender amounts for all lodged opportunities.
This dashboard can be filtered by:
Broker
Supervisor
Admin
Tip
Assign Lead Sources to maximise the value of this dashboard.
See Assigning a lead source to an Opportunity
2. Days in Status
This dashboard shows the median time an opportunity remains in each status.
Use it to:
Monitor SLAs
Identify delays
Improve workflow efficiency
Filters include:
Broker
Supervisor
Admin
Each data table includes a Link to Opp column, allowing you to open the Opportunity record directly from Analytics.
3. Status History
Track milestones and seasonality trends across your business.
You can see:
Month-by-month opportunity creation
Number of opportunities in each status over time
This helps identify pipeline build-up or seasonal trends.
4. Home Loan Conversion
This dashboard measures conversion performance across key stages:
Opportunities to Application Lodged
Application Lodged to Unconditional Approval
Unconditional Approval to Settlement
Opportunities to Settlement
The large central percentage shows your conversion rate.
The smaller comparison percentage shows the Connective broker average (rolling 12-month average, updated daily).
Below the meter, you will see dollar value increases for every 1% uplift in conversion — highlighting potential revenue growth.
Filters include:
Date
Broker
Admin
Lead Source
Transaction Type
The lower data table allows you to analyse:
Applications that converted
Applications that did not convert
Example:
Select Approved = Yes and Settled = No to identify approvals that have not settled.
5. Conversion Analysis
Breaks down conversion by:
Broker
Admin
Lender
This helps identify where conversion performance is strongest or requires improvement.
6. Timeframes
Displays your 6-month average turnaround times for:
Application Lodged
Lodged to Unconditional Approval
Unconditional Approval to Settlement
Total time to Settlement
These are compared against the Connective broker average.
Note
Opportunity definitions may differ between brokers, so comparisons may not be strictly like-for-like.
7. Turnaround times by lender
Compare lender turnaround performance across your business.
Similar to the Lender Approval Times Dashboard, this report helps identify:
Efficient lenders
Potential submission delays
Areas for process improvement
8. Opportunity Data
A summary table of all opportunities, allowing quick access to records directly from the Analytics dashboard.
9. Opportunities with Settlement Date
An enhanced Settlement Report view showing settlements by:
Transaction type
Lead source
Lender
Useful for identifying revenue drivers.
10. Status Comparison
This dashboard shows the flow of opportunities through statuses.
You can analyse:
Conditional approvals to settlements
Leads to documents requested
Conversion rates at each stage
This highlights drop-off points in your pipeline.
Best practice tips
Regularly review conversion metrics monthly.
Drill down into underperforming statuses.
Monitor Days in Status to avoid bottlenecks.
Use lender turnaround data to inform product selection.
Ensure Opportunity data is consistently maintained for accurate reporting.
Need help?
If you need help accessing or interpreting the Opportunity Report, contact your Partnership Manager or email [email protected].