With this release, we are excited to announce the new Sales Performance Dashboard within the Reports 5.0 Beta. This Dashboard is a dynamic tool designed to revolutionize your sales strategy. This comprehensive Dashboard offers critical insights into your sales pipeline, helping managers and producers alike to find opportunities, assess performance, and drive success. 

  • Maximize Revenue Potential - Use the Total Premium Quoted and Premium Quoted by Status visuals to find and focus on the most valuable opportunities within your pipeline, ensuring you prioritize efforts that will yield the highest returns. 
  • Targeted Coaching - Managers can use the Opportunities by Status and Opportunities by Source visuals to provide specific, actionable feedback to producers, helping them refine their approach and close more deals. 
  • Strategic Goal Setting -  Producers can use the Premium Sold by Source and Premium Sold by Line of Business visuals to track their progress against sales goals, allowing them to adjust their strategies and stay motivated to achieve their targets.


To learn more about the Reports 5.0 Beta, check out our Reports 5.0 Beta article!


TABLE OF CONTENTS

How to access


You can access the new Dashboard three different ways: 

  1. Hover over the Sales Center Icon and choose Dashboard.
  2. Hover over the Reports icon and choose Sales Center.
  3. Hover over the Sales Center Icon and choose Reports.


Regardless of which way you take, your next step is to select the Sales Performance Dashboard card. This will open a new window with the Dashboard.


Filters & Components


The Sales Performance Dashboard's functionality is similar to all the other reports in the Reports 5.0 Beta. Check out our How to use Beta Reports to learn everything you need to use a Beta report. 


Available Filters


The available filters for the Sales Performance Dashboard are:

  • Branch
  • Assigned Producers
  • Lead Source
  • Line of Business (LOB)
  • Priority
  • Opportunity Source
  • Opportunity Created Date



Dashboard Components


Let's look at all the Components on the Sales Performance Dashboard.



Screenshot NumberComponentPurpose
1Total Premium Quoted
Displays the overall premium amounts quoted, giving a snapshot of potential revenue. 
2Total Opportunities
Shows the total number of opportunities currently in the sales pipeline
3Premium Quoted by Status
Breaks down the quoted premiums by each status in the sales process, highlighting progress and potential bottlenecks.
4Opportunities by Status
Illustrates the distribution of opportunities across different sales statuses, enabling targeted interventions.
5Opportunities by Source
Details the origin of opportunities, allowing you to find the most effective lead sources.
6Premium Sold by SourceDisplays the premiums attributed to each lead source, helping you understand the most lucrative channels.
7Premium Sold by Line of Business
Segments premiums sold by different lines of business, providing insights into performance across various products.
8Top Opportunities Highlights the most valuable opportunities, ensuring you can focus on deals with the highest potential impact.

Why this is important


With the Sales Performance Dashboard, your agency is equipped to harness the full potential of your sales pipeline, driving performance and achieving greater success. Embrace this powerful tool and elevate your sales efforts to new heights! 

  • Opportunity Identification: Pinpoint high-value opportunities within your sales pipeline to maximize revenue potential. 
  • Enhanced Decision Making: Use data-driven insights to make informed decisions and set strategic priorities. 
  • Detailed Analysis: Drill down into sales data with filters for Branch, Assigned Producer, Lead Source, Line of Business (LOB), Priority, Opportunity Source, and Opportunity Created Date. 
  • Resource Optimization: Allocate resources effectively by understanding where the greatest opportunities lie. 
  • Continuous Improvement: Foster a culture of self-assessment and goal setting among your sales team.


We hope you enjoy this new Dashboard and look forward to our future releases. Check out the related articles on the right side to learn more about EZLynx!