This article explains how to use the Agency Dashboard in AMS+ to view your agency's data as graphs, including what you need to access the dashboard and the graphs available in each of its six areas.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the View Agency Dashboard Analytics permission.
- To see an area on the dashboard, you must be assigned to a Security Group with Visible permission for that area (Groups, Individuals, Policies, Carriers, or Commissions). The Activities area always displays.
- For example, if your Security Group has Visible permission for Groups, Individuals, and Policies, but not for Carriers or Commissions, you will see only the Activities, Groups, Individuals, and Policies areas.
- The Commissions area is also available only if your agency’s AMS+ account has Commissions+.
In this article
Activities
The Activities area shows all open and recently completed activities in your agency, so you can keep track of how many are open and how many were recently completed. It includes these graphs:
- All Open Activities - by Status
- All Completed Activities - by Week
Groups
The Groups area shows how groups are doing in your agency. View high-level metrics by status, type, lead source, and number of policies to see where your groups stand and which lead sources perform best. It includes these graphs:
- Groups - by Type
- Groups - by Status
- Groups & Policies - by Lead Source
Individuals
The Individuals area shows the state of individual records in your agency. View high-level metrics by status, type, lead source, and number of policies to see where your individuals stand and which lead sources perform best. It includes these graphs:
- Individuals - by Type
- Individuals - by Status
- Individuals & Policies - by Lead Source
Policies
The Policies area helps you keep track of your book of business. View your policies by status, coverage type, holder type, and how many new policies were recently added. It includes these graphs:
- All Policies - by Status
- All In-Force Policies - by Coverage Type
- In-Force Policy Saturation
- New Policies - by Coverage Type
- New Individual Policies - by Month
- New Group Policies - by Month
Carriers
The Carriers area shows which carriers perform best for groups and individuals, and which carrier products are used the most. It includes these graphs:
- All Individual Policies - by Carrier
- All Group Policies - by Carrier
- Top Carrier Products
Commissions
The Commissions area lets you view, track, and analyze your commissions by carrier, agent, and coverage type. This area is available only if your agency’s AMS+ account has Commissions+. It includes these graphs:
- Top Commissions Received - by Carrier
- Top Commissions Received - by Agent
- Net Commissions - by Carrier
- Net vs Received Commissions - by Coverage Type
- Actual vs. Projected - by Month
- Actual vs. Projected - by Coverage Type