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Home » Knowledge Base » Modules » Sidebar Menu » Pipelines » User Interface and Navigation » % Change Data on Deal card details and Filter Range
  • User Interface and Navigation

% Change Data on Deal card details and Filter Range

  • December 10, 2024
This feature is for the renewal pipeline only. This feature will help you know the percent change (increase/decrease) in premium for renewed policies. 
 

Note: This feature is enabled for all AMS systems.

Use Case: Maintain a clear view of premium changes across your deal cards.

To View the Enhancement:
  • Navigate to the Pipelines Module.
  • Select any Deal card.
  • Click on the Premium.
  • Set the Premium or Renewal Amount.
  • Click Submit.
  • Under the Premium & Renewal Amount, you will be able to view the percentage change in the premium for the renewed policy.

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