The dashboard is the first page you see. It shows your progress toward your goals and your quote activity for a date range. What you see depends on your role: Account Owners and Account Managers get an Agency Goal Progress, and everyone else gets My Goal Progress.
Before you start
Goals come from the goal settings for each team member that has been set by the Agency Owner.
Steps
- Click Dashboard at the top of the left menu.
- If you see Dashboard, start with the three goal cards at the top. Calls and Quotes count today. Premium counts this month, or this folio if your agency uses folio months. Each card shows your count against your target and a status such as "On track", "Behind" or "Goal met".
-
Under Activity, click the date range at the right to change the period. The choices are Today, Yesterday, This Week, Last Week, Last 30 Days, This Month, Last Month, Last Folio Month and Current Folio Month if your agency uses folio months, and Custom Range.
- Read Quote activity: your New quoted and Re-quoted for the period. Under it, Quote activity by household lists each household with its New, Re-quoted and Premiums Quoted figures.
-
Read Team activity for each Team member: New quoted, Re-quoted, Premium quoted, Premium sold and Calls, with a Team total row. (Your agency can switch this table off for everyone except account owners and account managers.)
-
Use Action Items to work through what is waiting. Filter it with All, Tasks, SMS replies and Scheduled calls. Recently Quoted lists households quoted in the last 30 days.
-
If you see Agency Overview, Agency Goal Progress shows the whole agency's Calls, Quotes and Premium Sold against goal. Account owners also get an Agency and My switch to see their own goals.
-
Staff Performance lists each person with Calls, Quotes, Premium Quoted, Premium Sold, New, Re-quoted and Pace.
*Specific quote and sales activity can be viewed for the entire agency or on a per User basis, from the Goal Progress page, accessible to the Agency Owner and Account Manager. - Accounts with linked agencies only: Below Goal Progress, you will see Agency Activity for premiums quoted, sold and total quotes. Pick an office in its header to see that office's figures. This is a total for the entire agency during the chosen time range.
What happens next
The goal cards are live and update as work is entered.
When the period has activity, a line under the Activity heading reads "Refreshes nightly · last updated" with the date and time of the last refresh, and says the goal cards are live.
Troubleshooting
IIf a quote's premium is not in the Premium goal card, check whether the quote is marked sold. The goal cards add a quote's premium only after the quote is marked sold, so a quote that is only entered or sent adds nothing to Premium. The premium counts for the person who marked the quote sold, in the period when it was marked sold. You can still see the quote's own premium on the household's Quotes tab.
If the quote figures under Activity do not match the goal cards, compare the date ranges first. The goal cards use today or this month, and Activity uses the range you chose.
If the Team activity table is missing, your agency has limited it to account owners and account managers.
Related
agencymvp.com | 817-576-8785 | support@agencymvp.com