Application Trend Analysis Dashlet

Application Trend Analysis Dashlet

Overview

The Application Trend Analysis Dashlet provides insights into the daily influx of Paid and Submitted Applications over a specified date range. This Dashlet offers a graphical representation of application activity, allowing you to track trends and make informed decisions based on application performance.

By monitoring application trends, you can identify patterns, assess payment completion rates, and optimize follow-up strategies.

Core Functionalities

Understanding the Application Trend Analysis Dashlet

The Application Trend Analysis Dashlet presents a visual comparison of Paid Applications and Submitted Applications over a specified period. It helps you analyze trends, assess payment statuses, and track application submission rates.

Key Components of Application Trend Analysis Dashlet

The Application Trend Analysis Dashlet consists of the following key elements:

  1. Date Range Selection:

    • Apply a custom date range to filter the data for a specific period.

    • By default, the Dashlet shows data from the application start date to the current date.

  2. Data Download Option:

    • Click on the Download icon beside the Date Range option to export the data in CSV format.

  3. Form Selection Filter:

    • Use the Form Filter to view data for a specific form.

  4. Graphical View:

    • X-axis: Represents the date range in different time buckets.

    • Y-axis: Represents the count of Paid or Submitted Applications.

    • Hover over the graph to see the exact count for a specific date range.

IdeaPro Tip: Switch between Paid Application Date and Application Submitted Date to compare payment trends and application submission trends.

Enabling and Managing Application Trend Analysis Dashlet

The Application Trend Analysis Dashlet is enabled by default on the Admin Dashboard. If you do not see it on your dashboard, follow the steps below to enable it:

How to Enable Application Trend Analysis Dashlet?

To enable the Application Trend Analysis Dashlet:

  1. Navigate to Admin Dashboard:

    • Go to Dashboard from the left-hand navigation panel.

    • Click on Admin Dashboard.

  2. Add Dashlet: Click on Add Dashlet at the top-right corner.

  3. Select Application Trend Analysis: Toggle ON (green) to enable the Application Trend Analysis Dashlet.

  4. Save View: Click Save View to apply your changes.

IdeaPro Tip: Refer to the article Overview of Admin Dashboard for detailed instructions on adding and managing Dashlets.

Using Quick Actions on Application Trend Analysis Dashlet

The Dashlet offers 3 Quick Action options:

  1. Date Range Selection: Apply a custom date range to analyze application trends.

  2. Download Data: Click on the Download icon to export data in CSV format.

  3. Form Filter: Select a specific form to analyze trends for that form.

Conclusion

The Application Trend Analysis Dashlet in Meritto helps you monitor application trends, assess payment completion rates, and compare submission performance over time. By leveraging this Dashlet, you can make informed decisions, optimize your outreach strategies, and improve overall application outcomes.