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Last Updated: 01 Nov 2026, 03:11 PM
Channel Deselect All
Type Deselect All
Created Month Deselect All
Sanction Month Deselect All
KPI Summary
Raw Leads
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pipeline entries
Sanctions
—
loans sanctioned
Sanctioned Amount
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total sanctioned
Disbursal Amount
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total disbursed
Avg Ticket Size
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per sanction
Key Insights
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Raw Leads → Leads
Lead conversion rate
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Leads → Approved Leads
Approval rate
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Approved → Bank Details Filled
Documentation completion
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Approved Leads → Sanctions
Late-funnel conversion
Full Funnel
Stage Progression count · stage-specific % base
Month-on-Month Funnel
Stage × Month
Day-wise Funnel
Daily Stage Breakdown
Months:
Raw Leads
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Leads
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Approved
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Sanctions
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Totals for Selected Range
Geography Cuts — Zone & State
Zone Split — Sanctions
Top States
State-wise Summary Table
Top 15 States by Sanctioned Amount
Pivot Table 1 — New vs Old by Sanction Month
Sanctioned Amount (Rs Cr) · Rows: New / Old · Columns: Created Month · Filter: Sanction Month
Ctrl/⌘ for multi-select
Pivot Table 2 — Top 15 Partners by Sanction Month
Sanctioned Amount (Rs Cr) · Rows: Partner · Columns: Created Month · Filter: Sanction Month
Ctrl/⌘ for multi-select
Partner Funnel — All Partners (sorted by Raw Leads)
Daily Summary Table
Date-wise Funnel · Raw Leads → Sanctions · ATS · Conversion Rates
Raw Leads
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Leads
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Approved Leads
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Sanctions
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Sanction Amount
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Disbursal Amount
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Date Funnel Approval Sanctions
Raw Leads Leads CIBIL Fetched Approved Leads % Approved
Appr÷Leads		 Sanction Count Sanction Amount Disbursal Amount ATS
Amt÷Sanc		 % Sanction
Sanc÷Appr
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