Overview

The Q&A tab in the Business Report is now powered by the Narrative Visual in Microsoft Power BI. It gives brokers a quick and flexible way to explore their performance data — either by selecting from preset suggested questions or by typing their own.

No need to navigate multiple charts or interpret complex data. Simply ask a question and get an instant answer based on your report data. 

What is the narrative visual?

The Narrative Visual is a Power BI feature embedded in the Broker Portal that:

• Automatically surfaces insights from your report data
• Highlights key trends, changes, and performance metrics
• Allows brokers to ask questions through preset prompts or free-text input

It acts as a snapshot of your business performance — with the option to dig deeper by asking questions.

What Insights Are Included?

The Narrative Visual is designed to answer the most important broker questions automatically:

Performance Overview

• Total leads for the current period
• Total settled loans and approved leads 
• Number of Settled leads with applicant first name LoanAmount, stage key name settled

Conversion Performance

• Changes in performance over time
• Conversion this year and conversion base
• Conversion this calendar year and month conversion base

Business Output

• Show me total settled leads by referrer
•  Loan amounts by lender or broker
• Show me approved leads by broker

Lead Sources

• Top-performing referral partners and total referred leads
• Referral source name and number of leads
• Referral source name and number of Settled (latest status) leads

Key Highlights & Risks

• Notable increases or decreases
• Potential drop-offs in the pipeline

How to Use the Q&A Panel

Option 1: Use a Preset Question

The panel displays 4 suggested questions to get you started quickly:

• Show me approved leads by broker
• Show me loan amount by lender
• Show me total settled leads by referrer
• Show me loan amount for approved leads by broker

Simply click any button to instantly view the results.

Option 2: Type Your Own Question

If the preset questions don't cover what you need, you can type directly into the "Ask a question about your data" field to query your data manually.

Filters

Use the left panel to refine your data before asking a question:

• Lead Created Date
• Broker
• Referral Source
• Workflow
• Lead Status
• Advanced Filters (for more granular filtering options)

FAQs

Do I have to use the preset questions?

No — you can type any question into the text field if the 4 suggestions don't cover what you need.

Why are there only 4 preset questions?

These cover the most common broker queries. For anything else, simply type your question directly into the field.

Can I combine filters with my questions?

Yes — apply filters on the left panel before submitting your question to narrow your results.

Ready to explore? Head to the Q&A tab in your Business Report and start asking.

Need Help?

If you experience any issues or need assistance, don't hesitate to contact Effi Support at support@effi.com.au.