Funnel Analysis
Funnel analysis is a visual aid that allows you to measure the productivity and overall effectiveness of an agency and its producers. FSC Rater maintains a database of activity and quotes that can generate a funnel analysis. The system updates information of a quote at specific points in the quote process. The update records how far into the quote process the quote has gone. This information is stored for every generated quote regardless if it was saved or not.
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You must have enabled Funnel Logging in the Setup Wizard Options window in order to collect this data. |
Return to Options.
Return to Quote Management Facility.