How do I check my Sales activity?


Conveniently located on the Dashboard, the Sales Activity Tracker provides an in-depth view of your agency’s sales performance. Key Performance Indicators are calculated such as Total Premiums Sold, Tag, and Number of Attempts on an individual basis. Use the Sales Activity Tracker to coach Staff and monitor Prospects they are communicating with. Ensure they are selling on value. The Sales Activity Tracker will only list team members who have sold quotes during the chosen time range.

Premiums Sold – Shows the total amount of premiums sold for each staff member and on a per-quote basis

Auto, Home, Life, Umbrella, Specialty & Commercial – Shows the breakdown of premiums sold for each line of business

Tags – Codes created by your agency to track marketing campaigns and lead generation to help determine ROI. TIP: Make sure a Tag is added for EVERY single lead and prospect. Avoid using generic tags – create tags that are meaningful for reporting purposes.

# of Attempts – Goes up by 1 every time a user enters a call note and clicks "Answered / Unanswered"
TIP: Did you know 86% of all sales happen after the 6th attempt? Consistently following up increases sales!

Understanding Sales Activity


Premiums Sold at a Glance
36,863 – Total Premium Sold by an Individual
12,976 – Total Auto Premium Sold by an Individual.
22,117 – Total Home Premium Sold by an Individual.
          S  – Specific quote was sold outside the chosen time range or by another staff member

Quote & Sales Activity Tracker Benefits

  • Calculates total premiums quoted & sold by LOB
  • Calculates the total number of quotes
  • Instantly shows where you are competitive
  • Breaks down savings by LOB for each quote
  • Gives quick access to prospect & customer details
  • Shows call attempts for each prospect
  • Displays tags used to help determine ROI
  • Helps efficiently manage staff



Using Quote & Sales Activity Tracker

To view activity for a specific day or date range:


Click the time range bar, select a preset tab (or choose a custom date range), and click the Apply button.

To expand the view for the quotes and additional data:

Click the expand icon next to the staff’s names.



Exporting Sales Activity Data


To export Sales Activity Data for a specific time range:


Click the time range bar, select a preset tab (or choose a custom time range)


To download your export:


After you click Download .CSV, click the downloaded file on the bottom left of your screen to access your exported Sales Activity Data.

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