RETURN ASSETS DIVISION

Marketing Performance Dashboard

Department scorecard · Campaign attribution retained through viable signed agreements

Design prototype · Not connected to live data. Dashes mean unavailable, not zero. Campaign attribution is confirmed for mailing signed agreements. Select a campaign to view its proposed drill-down. Filters currently display the selected context only and do not recalculate results.

01 / Marketing scorecard

Comparable acquisition outcomes · actual / target when connected

02 / Campaign performance

Four acquisition groups · select to drill down

03 / Marketing-to-Viable Signed Agreement

Campaign-specific production → viable signed agreements; no claim processing stages

Outreach / Research—Tracked by campaign

Signed Agreement—Source / batch attributed

Viable Signed Agreement—Confirmed viable

Marketing conversion ends at Viable Signed Agreement. Outreach/research units differ by campaign, so rates are calculated within each campaign. Signed Fee is reported separately in the scorecard and comparison table when an agreement is signed, regardless of later filing.

04 / Campaign comparison

Monthly management review · drill down by campaign, state, and batch

Campaign	Production unit	Volume	Signed Agreement	Signed Agreement conversion	Spend	Cost / Signed Agreement	Signed Fee

Signed Agreement conversion uses the campaign-specific eligible acquisition base. The Marketing Summary uses weighted totals only where denominators are compatible. No inferred response counts for direct mail.

Management Attention / Measurement Rules

Each rule is listed separately so management, developers, and campaign owners can review it independently.

Direct Marketing

Do not use Qualified Leads or Response Rate. Measure mail pieces sent, mailing goal achievement, campaign cost, signed agreements attributed to the mailing batch, mail-to-signed conversion, and cost per signed agreement.

Email Marketing

Measure emails delivered, replies, interested replies, signed agreements, campaign spend, and email-to-signed conversion. Keep email-specific engagement metrics inside the Email drill-down.

RAD Accelerator

Measure cases researched, viable cases identified, signed agreements, research cost, and cost per signed agreement. Track high-value estate opportunities separately from standard mail and email outreach.

Stagnant Claim

Measure cases assessed, recoverable or reactivated cases, signed agreements, campaign spend, and cost per signed agreement. Define reactivation consistently before calculating its rate.

Calling Attribution

Calling is a Sales activity, not a separate marketing acquisition channel. Preserve the original campaign and batch when a CCC follows up and obtains a signed agreement.

Signed Agreement

Use RAD terminology “Signed Agreement” for all signed agreements. For the Viable Signed Agreement KPI, count only signed agreements whose viability has been confirmed. Do not treat these two counts as interchangeable.

Signed Fee

Signed Fee is the expected RAD fee on a signed agreement, whether or not the claim is later filed. Never label it Signed Fee. Record it once per eligible signed agreement, using the agreed fee estimate and adjustments.

Reporting Period

Outreach and agreements signed during the selected period are activity metrics. Signed Fee is recognized at signature; viability confirmation may happen later. Use consistent event dates and cohorts. Provide both event-date and originating-campaign-cohort views to avoid misleading comparisons.

Signed Fee vs Submitted Fee

Signed Fee = expected RAD fee on signed agreements, including agreements that may never be filed. Submitted Fee begins only after filing and belongs to Operations and Executive reporting. Keep these separate fields and event dates.

Data Quality

A dash (—) means missing or not integrated. Zero means a verified zero. Do not calculate conversion or cost-per-agreement when the denominator is zero or missing.

Cost Allocation

Campaign spend must have an agreed definition and a campaign/batch identifier. Include direct acquisition costs consistently. Do not mix campaign-only costs with company-wide overhead unless clearly labeled.

Marketing Summary

Do not combine mail pieces, emails delivered, researched cases, and assessed claims into one conversion denominator. Show campaign-specific conversion rates in their drill-downs.

Executive Dashboard Boundary

Section 03 stops at Viable Signed Agreement. Claim filing, approval, payment, and full claim-cycle reporting belong on the Executive or Operations Dashboard.

Developer handoff: KPI formulas, data contract, integration checklist (expand)

Implementation boundary

This is a front-end prototype, not a live application. The filters and campaign navigation are visual; the production implementation must query your backend, apply date/state/claim-type filters, enforce access permissions, and return calculated values. Do not ship static placeholders as live metrics.

Core data fields

Entity	Required fields	Purpose
Campaign	campaign_id, campaign_name, campaign_type, state, budget	Campaign grouping and filtering
Batch / sequence	batch_id, campaign_id, send_date, production_unit, volume, cost	Outreach and acquisition costs
Lead / case	lead_id, originating_campaign_id, originating_batch_id, claim_type, state, assigned_ccc_id	Stable original attribution; calling remains Sales
Agreement	agreement_id, lead_id, signed_at, viability_status, viability_confirmed_at	Unique Signed Agreement and Viable Signed Agreement counts
Agreement fee	agreement_id, signed_at, signed_fee_amount, fee_currency, fee_adjusted_at	Signed Fee recognized at signature; no filing required
Cost	cost_id, campaign_id, batch_id, cost_date, cost_type, amount	Auditable spend by campaign / batch

KPI formulas and guardrails

KPI	Calculation	Scope
Signed Agreement	COUNT(DISTINCT agreement_id) where signed_at is set	By signing date, campaign and state
Viable Signed Agreement	COUNT(DISTINCT agreement_id) where signed_at is set and viability_status = confirmed_viable	By signing date or viability confirmation date; select one and label it
Mail-to-signed conversion	Signed agreements attributed to batch ÷ mail pieces sent by batch × 100	Same mailing cohort; don't compare an immature batch to a mature one without aging
Cost per Signed Agreement	Campaign spend ÷ attributable signed agreements	Use same campaign/cohort basis for numerator and denominator
Cost per Viable Signed Agreement	Campaign spend ÷ viable signed agreements	Use same campaign/cohort basis
Budget utilization	Spend ÷ approved budget × 100	Selected period; null when budget absent or zero
Signed Fee	SUM(signed_fee_amount) on distinct signed agreements, with approved adjustments	Submitted-at date for period view; originating campaign for cohort view

Data API shape (illustrative)

{
  "filters": {"from": "YYYY-MM-DD", "to": "YYYY-MM-DD", "state": "ALL", "claim_type": "ALL"},
  "summary": {"marketing_spend": null, "approved_budget": null, "signed_agreements": null, "viable_signed_agreements": null, "signed_fee": null},
  "campaigns": [{"campaign_id": "mail", "campaign_name": "Direct Marketing", "production_unit": "mail_pieces", "volume": null, "spend": null, "signed_agreements": null, "viable_signed_agreements": null, "signed_fee": null}],
  "data_as_of": null
}

All null values mean not available. A verified zero must be returned as 0. Production should calculate ratios server-side or in a shared tested metrics layer and include metric definitions/versioning.

Developer acceptance checklist

All filters recalculate both summary and drill-down metrics from the same filtered dataset.
Clicking a campaign opens state → batch/sequence → lead/case → agreement details.
Unique IDs prevent duplicate agreements when multiple CCC calls or touches exist.
Signed Fee is recognized on signature and is not contingent on filing; keep it distinct from Signed Fee, approved fees and collected fees.
Show selected reporting basis (activity period vs campaign cohort) and data freshness.
Show zero, unavailable, and not-applicable as distinct states.
Support permission-controlled record links, export, mobile layout, and error/loading states.
Preserve the original acquisition source even when Calling produces the final signature.

Campaign-specific metrics · batch and state breakdown

Campaign KPI scorecard

Drill-down hierarchy

Source record links and numeric filters require CRM, campaign, and finance integration.

Campaign batches / state comparison

Future live data table

State	Campaign / batch	Production	Signed Agreement	Spend	Cost / Signed Agreement	Signed Fee
Awaiting campaign batch data connection

Prototype V4 · Developer handoff included · No live data connections or fabricated results.