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ZMG Dashboard
Live from Salesforce Filtered by the owners below
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OwnersNo owners selected — showing ALL owners (org-wide)
Current Month Units
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Pipeline statuses closing this month
Current Month Projected Volume
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Same set, sum of loan amount
Closed Units This Month
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Path Status = Fun, Closing Date this month
Closed Volume This Month
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Closing this month (Fun/blank), excludes Test
Total Pipeline — Units
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This month + beyond
Total Pipeline — Volume
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This month + beyond
Next Month Units
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Closing next month
Next Month Volume
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Closing next month
Closed This Year — Volume (YTD)
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Path Status = Fun, funded this year
Closed This Year — Units
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Funded this year
This Month's CCRs
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Contacts created this month, Group includes CCR
Current Month Units by Path Status
Active Pre-Approvals
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Path Status: PreAPP / Submitted / Full PreAPP
Active Pre-Approvals Volume
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Sum of Loan Amount (1st TD)
This Month's Preapprovals
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Full Pre-Approval Status Date = this month
Pre-App Meeting - Monthly
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Pre-Approval Meeting Date = this month
TBD Pre-Approvals (Units)
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Path Status = Full PreAPP, by Full Pre-Approval Status
TBD Volume
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PreAPP Submitted/Full PreAPP, created after Jul 2025
Approved (TBD)
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Full PreAPP + Full Pre-Approval Status Approved
Expired Pre-Approvals
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PreAPP created last 360d, status change 90+ days ago
TBD View — by Full Pre-Approval Status
TBD Pipeline — Volume by Status
Leads
Monthly New Leads
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Client contacts created this month (excl. spam/co-borrower/Zillow)
Purchase Leads
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+ Loan Purpose = Purchase
Refi Leads
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+ Loan Purpose ≠ Purchase
Applications
Monthly All Applications
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Loan Application Date = this month
Purchase Applications
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+ Loan Purpose = Purchase
Refi Applications
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+ Loan Purpose contains Refi
Meetings
Pre-App Meetings
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Pre-Approval Meeting Date = this month
Contract (ILC/RLC) Meetings
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Contract Meeting Date = this month
Refi Meetings
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Refinance Meeting Date = this month
Total Contract/Refi Meetings
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Refi/Contract/Pre-App meeting D/T this month (Contacts)
Unconverted / Soft Leads
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Managed leads, not yet application-complete (Contacts)
This Month's Referral Leaders
Live from Salesforce via your own login (OAuth). Numbers are filtered to the Owners listed above (loan/lead OwnerId) — add or remove names to change the view; clear all to see the whole org. Built on the Loan object (MtgPlanner_CRM__Transaction_Property__c), all active. Click any square to see the records behind it.