The Home page shows a combination of your individual performance and the entire agency’s performance based on the use of Agency MVP. This includes call, quote, and sales activity.
Check out the video here.
Track Your Call, Quote, and Sales Progress
You can easily keep track of your progress toward your Call, Quote, and Sales goals right inside Agency MVP from your Home page! These goals are set by your Agency Owner, so you’ll always know exactly what you’re working toward each day, week, and month.
Quote and Sales Activity
Below My Goals, you will see premiums quoted, sold and total quotes. This is a total for the entire agency during the chosen time range. By default, performance is shown for a rolling 7-day period. Specific quote and sales activity can be viewed for the entire agency or on a per User basis, enabling you to see key data quickly to make informed decisions.
*Note: To ensure faster performance, the Dashboard draws from pre-aggregated data that is updated once per hour. If you need to see fully real-time progress during the day please use the Goals Progress view above.
(Attn: MASTER AGENCY'S)
If you have at least one "sub-agency" in your organization, under Agency Activity, select which agency's activity you are wanting to look at from the drop down.
To view your Agency’s performance for a specific day or date range:
Click the date range bar, select a preset tab (or choose a custom date range), and click the Apply button.
*Note: To ensure faster performance, the Dashboard draws from pre-aggregated data that is updated once per hour. If you need to see fully real-time progress during the day please use the Agency Goal Progress view above.
To switch between Quote, Sales, and Call Activity:
Click the Quote, Sales, or Call Activity button near the time range button.
Now you can expand by cling the + next to your name to see all the details of your activity.
To switch between Leads, Prospects & Cross Sells:
Click Leads, Prospects, Cross Sells or All to the left of the time range button.