The Heatmap provides a visualization of locations from which applications are submitted. You can zoom in for more precise locations. Select the Heatmap to zoom in. This also enables more zoom-in capabilities.
The Heatmap can be useful if you have different marketing campaigns or activities going on in various parts of the country or state and you want a quick glance of application activity.
The Funnel Report allows you to see all the applications submitted through Q2 Gro by stage. This report helps you measure the progress applicants have made within the application and gauge abandonment. This report can also be used for abandonment metrics. The following image shows an example Funnel Report:
The top band of the funnel report shows all the applicants who started the process and at least entered a phone number and/or email.
The second band contains those applicants that passed the SMS (text) verification step. The SMS verification step proves that the mobile number is valid and is accessible by the applicant.
Within the third band of the Funnel Report are the applicants that passed the email verification with delivery of the disclosure information. These applicants made it to the final steps of the account opening process.
The bottom band contains completed applications.
You can click on each band and see the detail of applicants within those bands and can then view and use the collected contact information (email or phone) to follow up and reengage with applicants that did not complete the process.
The PDF Report is a formatted, printable report showing all applicant data captured in the process.
You can generate the PDF Report for a single applicant, or for all applicants within the filter criteria. You can transfer the PDF Report using FTP to the FI, for audit purposes.