Unlocking Insights with Live Looker Dashboards in Juakali

Effective lead management requires visibility. Without real-time data, supervisors struggle to identify bottlenecks, allocate resources efficiently, and optimize performance. That’s where Juakali’s integration with Looker Studio comes in—bringing interactive, real-time dashboards that transform raw data into actionable insights.

A Centralized View for Supervisors

The Lead Management Supervisor Dashboard in Juakali provides a structured overview of all key performance indicators. With just a few clicks, supervisors can:

• Filter leads by branch, supervisor, acquisition channel, or process status.

• Track conversion rates, prospecting delays, and loan interest levels.
• Monitor loan officers’ performance, including assigned leads and monthly targets.
• Visualize geographical distribution of prospects on an interactive map.

• Analyze trends in loan application volumes and success rates over time

Interactivity for Smarter Decision-Making

Unlike static reports, these dashboards allow supervisors to filter, drill down, and compare data dynamically. Need to see which branches are struggling with prospect follow-ups? Or identify which lead sources generate the most high-quality prospects? With Looker’s flexible data exploration, these answers are readily available.

Improving Lead Management with Data

Juakali’s lead management module already consolidates leads from multiple acquisition channels—social media ads, website forms, SMS campaigns, and in-person applications. Adding Looker dashboards takes this further by giving managers the ability to:

• Identify which acquisition channels deliver the best results.
• Ensure loan officers stay on track with their assigned leads.
• Spot inefficiencies and refine workflows for faster conversions

From Data to Action

By integrating live dashboards, Juakali enables financial institutions to make data-driven decisions with confidence. Whether optimizing outreach strategies or balancing workloads across teams, these insights help organizations increase efficiency and drive business growth.

Want to see how Looker dashboards can enhance your lead management? Contact us for a demo.

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