In-Platform Reports > PowerBi guide

We have transitioned several in-platform reports into enhanced PowerBI dashboards. These changes improve visibility, provide advanced filtering, and deliver a more interactive reporting experience.

Important Note on Data:
The purpose of this guide is to show the structural and functional differences between in-platform reports and their new PowerBI versions. The two reporting environments are based on different data refresh points, time periods, and data models, so the numbers in the screenshots will not match.

This is expected and does not indicate a reporting error - the focus of this document is on how reporting capabilities have changed, not the values themselves.

Before → After Report Mapping

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Fees and Reconciliation Report

The new Fees & Reconciliation report in Power BI consolidates several legacy in-platform reports into a single, centralised view. Previously, users needed to access three different reports to track mortgage business and related fees:

· Pipeline Report – showed all adviser pipeline cases including written, offered and completed.

· Mortgages Written Report – showed adviser written cases and commission earned.

· Mortgages Completed Report – showed adviser completed cases.

All three of these reports have now been replaced by the Power BI Fees & Reconciliation dashboard.

What’s Changed

Before (In-Platform Pipeline / Conversion Report)

· Users had to view Pipeline, Mortgages Written, and Mortgages Completed reports separately to understand case progress and fees.

· Each report showed a different stage of the mortgage journey, with no single view of the full lifecycle.

· There was no built-in fee reconciliation - users had to manually check commission statements against written and completed cases.

· Tracking paid vs unpaid fees required multiple exports and manual cross-referencing.

· Introducer and adviser filtering was limited and inconsistent across reports.

After (Power BI Fees & Reconciliation Report)

· Clear visibility of proc fees, client fees, and solicitor fees in a single, filterable view.

· Enhanced filtering options allow users to tailor the report view to their needs:

o Workflow Status (multi-select)

o Product (Mortgage / Protection / Home Insurance)

o Mortgage Type and Buyer Type

o Submission Date and Completion Date

o Adviser, Introducer, Fee Type, Fee Paid Status, Not Proceeding

· Use Ctrl + Click to enable multiple filter selection

· Real-time reconciliation tracking with clear paid vs unpaid fee breakdowns.

· Interactive visualisation with adviser, introducer, and product-level insights.

· Greater ability to drill down into specific case groups without exporting data.

Benefits for Users

· Greater flexibility – filter by workflow stage, product, dates, or fee status.

· Faster reporting – replaces static reporting with dynamic filtering.

· Improved financial clarity – instantly see paid vs unpaid amounts.

· Better reconciliation control – easily identify and action outstanding fees.

· Enhanced visibility – toggle between mortgage, protection, and home insurance.

· Accurate, up-to-date data – refreshed multiple times daily during Beta.

· Simple multi-select – hold Ctrl to select multiple options at once.

Adviser Conversion Report / Commission Statement

The Adviser Conversion Report has been upgraded from the in-platform version to a new, interactive PowerBI dashboard. The purpose of the report remains the same: to track advisers’ mortgage conversion performance and view detailed case-level data.

What’s Changed

Before (In-Platform Adviser Conversion Report)

· Displayed adviser conversion information in a static table format.

· Included provider, solicitor, dates submitted/offered/completed, client name, adviser, introducer, negotiator, amount, and commission.

· Limited filtering options (mainly date and adviser).

· Data presented per case but with minimal analysis or visualisation options.

After (PowerBI Commission Statement)

· Same data set and overall purpose - adviser conversion tracking - but presented in an enhanced PowerBI dashboard.

· Dynamic filters allow users to search by Adviser, Lender, Negotiator, Introducer Company, Product Type, and Date.

· Introduces a Workflow Status dropdown to filter cases by stage in the journey, enabling more targeted reporting.

· Clear visibility of total fees paid and number of cases, with supporting visualisations.

· Case-level detail including total fees paid, commission fee paid, client fee, and miscellaneous fees.

· Multi-select functionality (Ctrl + Click) allows users to quickly combine filters without rerunning reports.

· Instant access to introducer- and adviser-level payment insights.

Benefits for Users

· More control – easily filter by workflow status and other dimensions to focus on specific case groups.

· Faster reconciliation – clear view of what’s been paid to advisers and introducers.

· Improved transparency – breakdown of fee types at case level.

· Enhanced reporting flexibility – combine multiple filters for tailored outputs.

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Mortgage Lead Flow Report

The Mortgage Lead Flow Report in PowerBI replaces the in-platform Lead Origin Report.
The purpose of this report remains the same - to show how new leads are introduced to the business and track their movement through the lead-to-conversion journey. The new PowerBI version enhances visibility with advanced filtering, adviser-level performance, and real-time insights into lead progression.

What’s Changed

Before (In-Platform Lead Origin Report)

· Displayed a list of introducers with their total leads and lead flow over a selected period.

· Showed only summary information such as total leads, monthly average, and last lead date.

· Offered minimal filtering (e.g., introducer, mortgage type, and date).

· Did not track the progress of leads through stages or show conversion metrics.

· Static table format with no ability to drill down by adviser or negotiator.

After (PowerBI Mortgage Lead Flow Report)

· Tracks the same lead data but in a dynamic PowerBI dashboard.

· Provides lead performance by adviser, including the number of leads, pending, NPW (not proceeding), and converted leads.

· Allows filtering by Introducer Company, Adviser, Negotiator, Lender, and Lead Date.

· Displays lead progression and conversion counts per adviser over time.

· Supports drill-down views to quarterly and monthly lead data.

· Interactive design with sortable tables and real-time figures.

Benefits for Users

· End-to-end visibility of the lead pipeline from introduction to conversion.

· Performance insight across advisers, introducers, and lenders.

· Improved conversion tracking - identify where leads stall or drop off.

· Real-time data ensures lead volumes and outcomes are always current.

· Flexible analysis through dynamic filters and date hierarchies.

Summary

The PowerBI Mortgage Lead Flow Report replaces the Lead Origin Report, providing the same underlying data in a modern, visual, and interactive format. Users gain clearer insight into lead progression, adviser performance, and conversion efficiency - helping improve business development and lead management strategies.

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Sales Pipeline Report – Client Guide

The Sales Pipeline Report in PowerBI replaces the in-platform Activity Report. The purpose of the report remains unchanged - it provides visibility of the number of products or cases at each stage of the workflow process. The PowerBI version introduces improved visuals, interactive filters, and clearer segmentation by product type.

What’s Changed

Before (In-Platform Activity Report)

· Displayed the number of products in each status (e.g., New Lead, Meeting, Decision in Principle, Offer, Completed).

· Provided a static, text-based table of figures.

· Included minimal filtering (mainly date range and product type).

· Contained no visual aids or trend tracking.

· Required manual interpretation of totals.

After (PowerBI Sales Pipeline Report)

· Presents the same data in a dynamic, visual dashboard using bar charts.

· Allows users to filter by Product Type (Mortgage, Protection, Home Insurance), Introducer Company, Adviser, Negotiator, and Lender.

· Displays the number of cases per workflow stage in real time.

· Focuses on active cases, clearly showing where in the pipeline each case sits.

· Provides enhanced clarity for management and performance review.

Benefits for Users

· Faster visibility of how many cases are in each workflow stage.

· More intuitive reporting through visual charts.

· Flexible filters to analyse by adviser, lender, or product.

· Live data automatically refreshed for accurate, up-to-date insight.

· Clearer performance tracking for advisers and introducers.

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Product Breakdown Report – Client Guide

The Product Breakdown Report has been upgraded from the in-platform version to a new, interactive PowerBI dashboard. The purpose remains the same - to show the breakdown of business by product type - but with improved visuals, filtering, and insights.

What’s Changed

Before (In-Platform Product Breakdown Report)

· Displayed a donut chart showing the share of different product types (e.g., First Time Buyer, Remortgage, Purchase).

· Included written and completed commission and amounts per product type.

· Offered basic filters for date range, adviser, and introducer.

· Limited interactivity - charts and tables were static.

After (PowerBI Product Breakdown Report)

· Presents the same breakdown by product type but within a modern, visual PowerBI interface.

· Offers enhanced filtering by Product, Adviser, Introducer Company/Branch, and Date Range.

· Focuses on case volumes and product mix across mortgage, protection, and home insurance.

· Allows users to drill into specific product types and view proportional data (e.g., % of total cases).

· Automatically updates based on live data feeds from Smartr365.

Benefits for Users

· Clear visual representation of where business is concentrated by product type.

· Ability to filter by adviser or introducer for performance insights.

· Improved visual experience with dynamic charts.

· Up-to-date and automatically refreshed data from Smartr365.