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Dashboard & AnalyticsRead more
Understanding Your Dashboard: Real-Time Insights at a Glance
Discover how the Dashboard provides live, at-a-glance insights through interactive widgets. Learn the difference between Dashboards and Reports, explore 15 available widgets, and understand how real-time data helps you monitor performance, track pipelines, and make data-driven decisions.
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Dashboard & AnalyticsRead more
Tracking Key Metrics with Performance Cards
Learn how Performance Metrics Cards (Totals Row) provide real-time KPIs directly on your Dashboard. Understand agent vs. agency perspectives, interpret key metrics like new businesses, renewals, commissions, and expired policies, and use period selectors to track daily, weekly, monthly, or annual performance.
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Dashboard & AnalyticsRead more
Monitoring Sales Volume: New Business vs Renewals
Learn how Sales Volume Charts visualize your sales trends over time. Track new business acquisition against renewal performance, identify seasonal patterns, measure retention rates, and compare agent vs. agency perspectives using interactive time-based charts.
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Dashboard & AnalyticsRead more
Tracking Commission Earnings Over Time
Learn how Commission Earnings Charts visualize your commission income trends over time. Track earnings from new business vs. renewals, identify profitable periods, forecast income for tax planning, and compare agent vs. agency commission performance.
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Dashboard & AnalyticsRead more
New Business Pipeline: Commission Tracking (Expected vs Earned)
Learn how Commission Pipeline Tracking compares expected commission from sales opportunities against actual commission earned from closed deals. Monitor income forecasting accuracy, analyze conversion rates, track lost commission impact, and improve cash flow planning with agent and agency-level views.