Track Your Application Count Year Over Year
Keeping an eye on your submitted applications is an important way to stay on top of your professional performance. That's why we have designed a feature to easily let you view your application count and approval ratio, year over year.
This gives you the ability to quickly access key metrics that can help inform your future decisions. As your applications and acceptance rate evolves, these metrics can help you understand the impact of any changes you make in your application process.
View Your Application Count & Approval Ratio Year Over Year
Getting started is easy. Log into your account and follow these steps:
The graph will update with the selected time period to show your application count and approval ratio year over year. You can also use the “Download Chart Data” option to save this data for your records.
See how your submitted application count is changing year over year and monitor your approval ratio
Useful Tips & Advice
It’s important to note that your application count and approval rate can be affected by multiple factors including seasonal changes, competitive job market trends and specific job requirements. Consider using our platform insights to help you understand how macro trends can affect your application count and acceptance rate.
Filters
Updating Report Year on Info-Graphics
If you're making a report and coming across the need to change the Report Year, you'll be provided with more tailored data in the info-graphics. Once you change the Report Year to a prior year, the info-graphics will exclude Year To Date (YTD) and Month To Date (MTD) comparisons.
Info-Graphics
YTD Submitted: A count of how many applications have been submitted in the report year. The percentage contrasts the previous year to date to show if submissions have increased or decreased
MTD Submitted: A count of the current month to date submitted applications with a percentage comparison against the prior year month's performance
Approval Percentage: Of the applications submitted what percentage has been approved
Graph
Y-Axis: Count of leads submitted per month
X-Axis: Month to month
The Key shows the various statuses that can be applied to a submitted application and the dotted line indicates the prior year's month over month performance.
Table
Submitted Date: Date when the application was submitted to office or to the processor
Merchant DBA: The DBA entered as the application name or if approved, the approved merchant's DBA
Salesperson: Name of the sales user assigned to the application record
Current Status: The status presently assigned to the application. (In review with Elavon, Submitted for Review, Pended, Withdrawn, Approved)
MID: If approved will show the merchant ID
Division: Shows the division that salesperson is assigned to
Application Type: Will show if the application is US or Canadian