Finance desks rarely lose a case at the pitch
They lose it in the days a file waits for a payslip nobody chased, in a sanction that quietly never drew down, and in a connector who keeps sending profiles that fail on the same policy rule. Useful reporting for a finance sales team is therefore mostly funnel and queue reporting, not revenue reporting.
Login to disbursal funnel by product
Enquiry, logged file, credit decision, sanction, disbursal, reported for each product separately. It decides where management attention goes this week. A bad number is a single stage where most of the volume evaporates. The action is to open the cases sitting at that stage and read ten of them, because the pattern is almost always the same three causes repeating.
Document pendency ageing
Open files listed by the exact document outstanding and days waiting, sorted oldest first. It decides the morning chase list. A bad number is a long tail of files waiting more than a week on documents nobody has requested twice. The action is a templated reminder sequence plus a mandatory checklist at login so the same gap stops recurring.
Turnaround time by stage
Median days at each handover rather than one end to end average. It decides which team gets help. A bad number is a queue where cases enter faster than they leave. The action is capacity or process at that specific step, and it is worth checking whether the stage is slow or simply where files park while somebody waits for a customer.
Channel partner conversion
Disbursed cases against files logged per partner, with rejection reason mix and average pendency. It decides payout structure and who keeps getting leads. A bad number is a high volume partner with weak conversion and repeated policy declines. The action is a sourcing brief, and if that fails, a smaller share of the pipeline.
Decline and rejection reasons
Closed list reasons split by product and profile band. It decides sourcing briefs and, occasionally, policy. A bad number is one reason dominating everything, which usually means the list is too coarse rather than that the market has changed. Split it before concluding anything, then look at which source the failing profiles arrived from.
Sanction to disbursal drop off
Approved cases that never drew down, with reason and days since sanction. It decides which customers get one more deliberate call. A bad number is approvals expiring untouched. The action is an alert at a fixed number of days post sanction, owned by a person rather than left to whoever notices.