Overview
The Lost Leads Analysis (LLA) dashboard on Araya™ provides an interactive interface to review competitor activity and assess where lost leads went. You can use the map-based exploration area and the filters panel to pinpoint transaction patterns and identify competitors acquiring your lost business. Select specific portfolios using the Scenario menu and adjust the timeframes using the date filter. This dashboard helps you refine customer engagement strategies and improve lead recovery.
Navigating the Dashboard
Map View: Interactive map displaying states and counties where lost leads occurred, color-coded to visualize activity.
Chart View: Tabular and graphical summary of lost leads, including transaction types, loan types, and average interest rates.
Filters Panel: Left-side menu where you can filter data by state and county, and view the top ten lenders.
Insights Card: Right-side panel displaying high-level transaction metrics for the selected location:
Purchase: Count of leads who subsequently completed a property purchase transaction with another lender.
Refinance: Count of leads who subsequently completed a refinance transaction with another lender.
Home Equity: Count of leads who subsequently obtained a home equity loan or home equity line of credit (HELOC) with another lender.
No Activity: Count of leads with no subsequent property or loan transactions recorded.
Export Menu: Dropdown menu to export data as a CSV file or data dictionary.
Scenario Selection: Dropdown menu to switch between uploaded portfolios.
Date Filter: Dropdown menu at the top to filter analysis by a specific date.
Manage Portfolio Button: Button at the top right that redirects you to the portfolio imports page.