Understanding Your Dashboard: Real-Time Insights at a Glance

What is the Dashboard?

The Dashboard is your command center in Taino—a customizable, real-time view of the metrics that matter most to you and your team. Unlike detailed reports that provide historical analysis, the Dashboard delivers live, at-a-glance insights through interactive widgets that update automatically as your business activities occur.

Whether you're an agent tracking your personal performance or a manager monitoring team metrics, the Dashboard provides instant visibility into key performance indicators (KPIs) without the need to navigate through multiple screens or run complex reports.

Dashboard vs. Reports: Understanding the Difference

While both Dashboards and Reports help you understand your business, they serve distinct purposes:

Feature	Dashboard	Reports
Purpose	Real-time monitoring and quick insights	Detailed historical analysis and decision-making
Data	Live data that updates automatically	Historical data with filters and date ranges
Format	Visual widgets: charts, meters, KPI cards	Tabular data with export options (PDF, Excel)
Interaction	Quick period selectors, toggles, tooltips	Advanced filters, sorting, grouping, drill-downs
Use Case	Daily performance tracking, pipeline monitoring	Accounting reconciliation, compliance audits, trend analysis
Count	15 dashboard widgets available	30+ comprehensive reports available

Quick Tip: Use the Dashboard for daily monitoring and quick checks. Use Reports when you need detailed analysis, historical data, or need to export information for accounting purposes.

How to Access the Dashboard

The Dashboard is your default landing page when you log in to Taino. You can also navigate to it at any time:

Click the Dashboard icon (home icon) in the top navigation menu
Or, click your Profile icon → Select Dashboard

Personalization: Each user sees their own customized Dashboard. Agents see agent-level metrics, while managers and administrators can access both agent-level and agency-level widgets. Learn how to customize your Dashboard layout in Customizing Your Dashboard.

Types of Dashboard Widgets Available

Taino offers 15 different dashboard widgets organized by functionality:

Performance Metrics (KPI Cards)

Display key metrics at-a-glance, including new business count, renewals, commissions earned, and payments collected. Available for both agent and agency perspectives.

Sales Tracking Charts

Visualize sales volume over time with separate tracking for new business vs. renewals. Monitor trends and identify peak performance periods for agents or the entire agency.

Commission Tracking Charts

Track commission earnings over time to monitor income trends and compensation patterns. View agent-level or agency-wide commission performance.

Revenue Analysis

(Agency-level only) Comprehensive revenue breakdown showing income sources, trends, and financial performance across the entire agency.

Team Performance Leaderboards

Rank agents by commission earnings or policy count to recognize top performers, encourage healthy competition, and identify training opportunities.

Customer Growth Tracking

(Agency-level only) Monitor customer acquisition trends and track how your customer base grows over time for strategic planning purposes.

Productivity Tracking

(Agent-level only) Track work hours with the Worked Hours Meter to monitor productivity and billable time.

Agent-Level vs. Agency-Level Insights

Dashboard widgets are designed to serve different roles within your organization:

Agent-Level Widgets: Focus on individual performance. Agents see their own sales, commissions, tasks, and personal metrics. These widgets help agents track progress toward personal goals and manage their daily workflow.
Agency-Level Widgets: Provide a bird's-eye view of team performance. Managers and administrators see aggregated metrics across all agents, revenue analysis, customer growth, and team leaderboards. These widgets support strategic decision-making and team management.

Permission-Based Access: Your role determines which widgets you can add to your Dashboard. Agents typically have access to agent-level widgets, while managers and administrators can use both agent-level and agency-level widgets.

Interacting with Dashboard Widgets

Most dashboard widgets offer interactive features to help you explore your data:

Period Selectors

Change the time frame for your data using dropdown selectors. Common options include:

This Week – Current week's data (Sunday to Saturday)
This Month – Current calendar month
This Quarter – Current fiscal quarter
Year to Date (YTD) – January 1st through today
Last 30 Days – Rolling 30-day window

Toggle Options

Some widgets include toggle switches to show or hide additional data. For example, the commission and premium pipeline widgets include a Show Loss toggle to display lost opportunities in red.

Tooltips and Data Points

Hover your mouse over chart elements (bars, lines, data points) to see detailed information including exact values, dates, and breakdowns.

Color Coding

Widgets use consistent color schemes to help you quickly interpret data:

Green – Expected/projected values, new business, positive trends
Orange – Pending items awaiting action or approval
Blue – Posted/confirmed items, renewals, sold premiums
Red – Losses, lost opportunities, negative trends

Real-Time Data Updates

Your Dashboard reflects live data from your business operations. When you or your team:

Create a new policy → Sales widgets and totals update immediately
Post a commission → Commission pipeline moves from Pending to Posted
Add a customer → Customer growth chart reflects the new acquisition
Complete a task → Task widget updates to show remaining items
Log work hours → Worked Hours Meter adjusts automatically

Refresh Not Required: Dashboard widgets update automatically as data changes. You don't need to manually refresh the page—just navigate back to the Dashboard to see the latest information.

Benefits of Using the Dashboard

The Dashboard provides several advantages for managing your insurance operations:

Instant Visibility: See your most important metrics without navigating through multiple screens or running reports
Performance Monitoring: Track progress toward goals in real-time and identify trends early
Pipeline Management: Monitor commission workflow and sales opportunities to forecast cash flow and identify bottlenecks
Team Motivation: Leaderboards and performance metrics encourage healthy competition and recognize top performers
Data-Driven Decisions: Make informed decisions based on current data rather than gut feelings or outdated information
Customizable Views: Each user can configure their Dashboard to show the widgets most relevant to their role and responsibilities
Mobile-Friendly: Access your Dashboard from any device to check performance on-the-go

Getting Started with Your Dashboard

Ready to optimize your Dashboard experience? Here's what to do next:

Review Available Widgets: Explore the articles below to learn what each widget displays and how to interpret the data
Customize Your Layout: Add, remove, or rearrange widgets to match your workflow (see Customizing Your Dashboard)
Set Your Preferences: Configure period selectors and toggle options to match your reporting needs
Check Daily: Make the Dashboard part of your morning routine to stay on top of performance metrics
Share Insights: Use Dashboard data in team meetings to discuss performance, set goals, and celebrate wins

Need Help?

If you have questions about the Dashboard or need assistance with widgets, look for the Newton AI magic button (purple sparkle icon) in the bottom-right corner. Newton can help you understand your Dashboard data, configure widgets, and answer questions about your metrics in real-time.