Dashboard provides a business snapshots and these Widgets help accomplish that visually. Widgets provide charts and key metrics associated with the business.
The Agency Portal Dashboard provides a snapshot of data related to your current or projected book of business with several other business-related metrics.
Most of these widgets are customizable and actionable. We continue to add more and more widgets to help you have a deeper and wider understanding of your agency and business activities so business actions can be taken based on a data-driven decision-making process.
This quick guide to multiple dashboard feature will help you better understand your business metrics. You can segregate your dashboard based on the group of widgets you want to view to analyze the metrics.
The following charts, graphs, tables you will find in the form of widgets are divided into 4 dashboards: Agency Dashboard, Sales dashboard, Activity & Marketing Dashboard
Agency Dashboard
- Contact by Location
- Policies by Line of Business
- Contacts by Gender & Contacts by Age
- Client Message Board
- Policy By Expiration
- Carrier by Business Share
- My Task List
- Contact Missing Details
- Top 10, 50 & 100 list
- App Users
- Policies by Insurance Type
- Policy Count by Branch
- Contact by Policy Count
- New Policies
Sales Dashboard
- Sales Goal
- Pipeline Leaderboard
- Won Deals By Agents
- Lost Deals By Agents
- Open Deals By Agents
- Deal Activities Effort
- Deal Conversion
- Deals By Categories
- Deals By Carriers
- Deal Conversion By Stages
- Deal By Stages (Snapshot)
- Deals moved to stages
- Deals Stage Lifetime
- Quote to close cards
- Monthly Production (Won)
- Monthly Production (Lost)
- Sales Pipeline By Agents
- Deal Report By Labels
- Agents Overview
- Deal Report By Lead Source
- Lost Deal Reasons
- Deal Report By Health
Activity Dashboard
Marketing Dashboard
