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How to Navigate Between Different Dashboards

  1. On the left navigation, click Reporting & Analytics > Analytics
  2. Next to the default Dashboard: Monthly Campaign Performance dashboard, click the down arrow. 
  3. Click on one of the following dashboards:
    • Monthly Campaign Performance (default)
    • Mortgage Loans Demographics
    • Mortgage Loans Production Overview
    • Customer Intelligence Attribution (if using Customer Intelligence feature in Total Expert)


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