Team Performance Dashboard

Case Manager Lodgement Performance Analysis

Key Performance Metrics

Total Lodgements: 1,233

Average Monthly Lodgements: 308

Top Performer: Jody Boyle (185)

Individual Performance Trends

Case Manager Workload (Active Applications)
176
Total Applications
16
Average Workload
Case Manager Applications Distribution Share
Kylee Mochrie 35
20%
Jody Boyle 21
12%
Heide Newman 20
11%
Kim Trenerry 20
11%
Razia Farooq 16
9%
Shae McCartney 16
9%
Tara Rolff 15
8.5%
Belinda Newman 10
5.7%
Natasha Cowie 10
5.7%
Skye Hackett 9
5.1%
Rachael Navarro 4
2.3%
Lead Conversion
Total Leads
2,789
Converted
1,127
Success Rate
40.4%
Active Managers
11
Case Manager Total Leads Converted Not Converted Conversion Rate Progress
Jody Boyle 430 161 269 37.4%
Kylee Mochrie 374 173 201 46.3%
Razia Farooq 373 122 251 32.7%
Heide Newman 336 130 206 38.7%
Natasha Cowie 335 106 229 31.6%
Tara Rolff 259 114 145 44.0%
Kim Trenerry 232 103 129 44.4%
Skye Hackett 183 104 79 56.8%
Shae McCartney 176 62 114 35.2%
Belinda Newman 57 31 26 54.4%
Rachael Navarro 34 21 13 61.8%
Source Total Leads Converted Conversion Rate
B2B 1,080 741 68.6%
B2C 143 67 46.9%
Direct Traffic 337 85 25.2%
Organic Search 996 140 14.1%
Organic Social 6 2 33.3%
Case Manager B2B B2C Direct Organic Social Other Total Leads
Jody Boyle 148 1 42 159 0 80 430
Kylee Mochrie 158 6 41 161 2 6 374
Razia Farooq 95 5 72 156 0 45 373
Heide Newman 127 3 43 129 0 34 336
Natasha Cowie 125 15 58 126 2 9 335
Tara Rolff 106 54 20 75 0 4 259
Kim Trenerry 77 11 30 78 2 34 232
Skye Hackett 98 37 9 36 2 1 183
Shae McCartney 65 6 22 75 2 6 176
Belinda Newman 50 4 0 1 0 2 57
Rachael Navarro 31 1 0 0 0 2 34