Business > Performance breaks your book down four different ways: Production, Deal Mix, Pipeline, and Leads. Only the tab you're on loads data, so switching tabs is quick but each one starts fresh.
What Each View Answers
Production is a pivot table: cross any two parts of your book, like agent by lender, against a single measure such as funded volume or gross commission. See Build a Production Table for the full walkthrough. Below it sits a Lender Mix card showing every lender you funded with in the period and how concentrated your volume is; see Read Your Lender Mix for that card in depth.
Deal Mix shows the shape of your funded book along one axis at a time, deal type, borrower type, lender class, rate type, term, province, or occupancy, as a donut and table, plus how that mix has drifted month to month.
Pipeline is pipeline health over a trailing window: your funnel from intake through funded, where lost deals were sitting when they died, monthly throughput against a trailing average, how long open deals have sat in their current stage, and what has come in on documents.
Leads tracks conversion from a new lead through started, submitted, and funded, broken down by week, month, or year.
Each View Carries Its Own Time Control
Production and Deal Mix share the same period picker: This Month, This Quarter, Year to Date, or a custom range, with an optional comparison to the prior period or the same period last year. Pipeline instead offers a trailing window of 6, 12, or 24 months, since pipeline health reads better as a rolling stretch than a calendar period. Leads has its own year and granularity picker, described below. None of the four read one another's setting, so narrowing Production to last month has no effect on what Pipeline or Leads shows.
The Year and Granularity Pickers on Leads
Switch to the Leads tab and two controls appear next to the tabs: a year picker and a Week/Month/Year toggle. The year list only offers years that actually have leads recorded, plus the current year. Choosing Week or Month breaks the selected year down into that many buckets; choosing Year instead hides the year picker entirely and shows the trend across every year you have data for, since a single year has nothing to break down at that granularity.
Exporting What You Are Looking At
The Export button next to the tabs is the same on every view. It opens one report covering Overview, Receivables, Production, Deal Mix, and Pipeline together, each using its own default breakdown rather than mirroring whatever you have configured on screen, over a period you set inside the export dialog. Turn off any section you don't want, download the whole thing as a PDF, or grab a single section as a CSV.
What to Do Next
- Build a Production Table to cross your book by any two dimensions.
- Read Your Deal Mix, Read Your Pipeline Health, and Track Lead Conversion cover the other three views in depth.