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% |
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 |