Rapport® Business Intelligence Workbench Software

 pdf icon

What do your new business prospects look like right now?

If you are responsible for bringing in equipment financing transactions, you need to know how your salespeople are doing. At any given moment, it may be critical for you to see the big picture. If you’re not seeing the pipeline strength you expect, then it may be critical for you to quickly see the details, so that you can figure out what action to take.

The Rapport Workbench gives you those capabilities in dashboard reports for all the important aspects of your new business pipeline:

Pipeline Summary View – The number and value of applications in your pipeline, broken down by stages of your origination process, with the ability to drill down four levels, right to the individual transaction.

Average Turnaround Time Report – Statistics for your overall process, including the average time for an application to be manually approved or rejected. Drill down another level to see the individual applications.

Application Volume Report – The number and credit amounts of applications in your pipeline, in total, and broken down by process stages.

Rapport®

Client Login