Excel Spreadsheet

Use this process to create a spreadsheet to analyze your quote data.

  1. Click the Funnel Analysis button.

The Funnel Analysis popup window appears.

field description
From

Enter the start date for your analysis in mmddyy format.

OR

Use the to select the start date.
To

This date is always today's date. However, you may change it to fit your needs.

Enter the start date for your analysis in mmddyy format.

OR

Use the to select the start date.
Producers

The default is All Producers. However, if you have Input By completed on the Client View, then you may select specific individuals.

  1. Click the Icon.
  2. Click the producer to run the analysis for.

  3. Click Excel Spreadsheet.

  4. Click OK

The Excel spreadsheet appears showing a complete analysis of all quotes including line of business, whether the quote was saved, all of the required fields listed in the "Required Input Fields" section, the applicant status, and selected markets. You can import this information into your own set of analysis tools for further scrutiny.

This completes the Excel spreadsheet.

Continue to Detail Output to File.

Return to Funnel Analysis.

Return to Quote Management Facility.