My Reports

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report will help a producer view their estimated revenue vs. actual revenue. It allows a producer to understand revenue realization.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report provides an estimate of future sales for the next 30, 60, 90 and 120 days. Producers complete the estimated revenue and effective date fields in their active opportunity to compile the necessary information needed to use these reports. This report uses the data entered

in the Estimated Effective date and estimated revenue on each opportunity.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report provides an estimate of future sales by premium for the next 30, 60, 90 and 120 days. Producers complete the estimated premium and effective date fields in their active opportunity to compile the necessary information needed to use these reports. This report uses the data entered in the Estimated Effective date and Estimated Premium on each opportunity. This report lists Account Name, Type of Business, Line of Business, Opportunity Type, Estimated Premium and Estimated Close Date across 30, 60, 90 and 120 days.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report displays all policies that are expiring and ready to renew. This information comes from the Polices section within an Opportunity or Account. This report allows a producer to plan their work for renewals. This report can be run on a Date range, Line of Business and Type of Business.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

Available in the My reports section to show open opportunities by month. Assists producers to understand the open prospects in a given time period to focus efforts.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report tracks the actual sales, while looking at both wins AND losses. Producers can better analyze what works for them and what does not. This report also tracks revenue for both won and lost opportunities.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report tracks the actual sales, while looking at both wins AND losses. Producers can better analyze what works for them and what does not. This report also tracks premium for both won and lost opportunities. This report lists Account Name, Opportunity Type, Current Premium, Estimated Premium, Issuing Carrier, Current Carrier and Close Date.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

My Progress Against Goals helps you view how your sales team is performing against their sales goals. This report displays a chart of your target goals and your actual goals.

The report is generated from data that is rolled up to the goals at a set time. If the data is not up-to-date, then wait until the next time the data is rolled up. For more information, contact your Agency Administrator.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

Available in the My reports section to show revenue by type of business. This report helps a producer understand which Line of Business's is driving their revenue.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

Available in the My reports section. This report helps producers understand which LOB's are driving their revenue premium numbers.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

Use this report to measure sales performance from year to year. Producers can compare revenue generated from won opportunities over several years.

The report uses data from won opportunities and then calculates total earned revenue.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report helps measure sales performance from year to year. Producers can compare premium generated from won opportunities over several years. The report uses data from won opportunities and then calculates total premium revenue. This report lists Account Name, Type of Business, Opportunity Type, Actual Revenue, Final Premium and Actual Close Date.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

Available in the My reports section. This allows producers to look at their win-loss-close ratio and use this to measure results from changes in approach.

User Role: This report is accessible to a Producer, Sales Manager and Agency Admin.

This report displays all information that is entered in the Current Policy Information section within an Account or a Lead. This report allows a producer to target business based on the X-date. This report can be run on a Date range, Line of Business and Type of Business.