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Lead Performance on the Dashboard

Overview

The Leads area of the Sales Dashboard gives a high-level view of lead productivity in your sales process. Follow the progress of Group and Individual leads and gain insights into the quality of your lead sources.

For quick and easy access to a particular chart or graph, favorite it to your Personal Dashboard. For more details on a specific stat, head over to the Leads List. It has filters and tools for drilling down into your data.

Note: These Dashboard charts and graphs count only Group and Individual records that have a Type assigned to the “Leads” category in Data & Custom Field settings. Learn more about Type categories.

IN THIS ARTICLE

Lead Data
Lead Distribution by Agent
Leads by Status
Leads & Opportunities by Lead Source
Common questions

Lead Data

This chart is a compact summary of lead productivity in your agency. It shows how many leads still need assignment and follow-up as well as how many made it into policy drafting. You can explore these numbers further on the Leads List.

Screenshot showing the Lead Data chart

What this chart shows

  • The Unassigned tile shows how many Group/Individual leads still need to be assigned to an agent.
  • The No Activities Scheduled tile shows how many leads need an Activity follow-up (with due date).
  • The No Opps tile shows how many leads have not yet led to a Sales Opportunity (opp).

Related data & settings

  • Group/Individual > Servicing Agent - A data field on Group and Individual records. Assign it to an agent by entering the name of their corresponding Agent record.
  • Activity - A digital sticky note of sorts for storing follow-up details and assigning to-dos. Including a due date turns it into a reminder that displays on the AgencyBloc Calendar.
  • Sales Opportunity (Opp) - A record type for storing the value, product and service offerings, and other important details related to a potential sale. Can be associated with Groups or Individuals. Learn more about Opps.

Lead Distribution by Agent

This chart shows how many Group and Individual leads your agents have to help you decide who gets new leads. It also shows a breakdown of Groups to Individuals for each agent. This allows you to spot patterns like Individual leads coming from Group business through employee programs such as COBRA.

Screenshot showing the Lead Distribution chart

What this chart shows

  • Up to 8 agents that have the most Group and Individual leads
  • The ratio of Group leads to Individual leads for each agent

Related date & settings

  • Group/Individual > Servicing Agent - A data field on Group and Individual records. Assign it to an agent by entering the name of their corresponding Agent record.

Leads by Status

This chart is a high-level view on lead progress in your sales process. If you notice that a bunch of leads fall under the "Not Contacted Yet" status, for example, you might wonder if they’ve been started and follow up with your agents for more information.

Screenshot showing the Group and Individual Lead Status charts

What this chart shows

  • Up to 8 statuses with the most Group/Individual leads
    • Leads without a status are represented by the “Missing” category.
  • Total leads in one of the top 8 statuses

Related data & settings

  • Status - A data field on Group and Individual records. Typically indicates the position of the Group/Individual in your sales process.

Leads & Opportunities by Lead Source

This chart shows where your agency is getting Group/Individual leads and Sales Opportunities (Opps). This can tell you a lot about the quality of your lead sources. For example, lead sources that yield a lot of leads are great, but if those leads don’t turn into Opps, you may want to look into what’s happening.

Screenshot showing the Group and Individual Leads and Opportunities by Lead Source charts

What this chart shows

  • Up to 8 lead sources with the most Group/Individual leads and associated Opps
    • All other lead sources are represented by the “Other” category.
  • Total leads and Opps from each lead source

Related data & settings

  • Lead Source - A data field on Group and Individual records. Typically indicates a place (ex. website, lead vendor, social media, etc.) where you get leads from.
  • Sales Opportunity (Opp) - A record type for storing the value, product and service offerings, and other important details related to a potential sale. Can be associated with Groups or Individuals.

Common questions

How can I quickly locate unassigned leads?
Go to the Leads List and use the Without an Agent filter.

How can I quickly locate leads that are missing an activity follow-up?
Go to the Leads List and use the Activities Due > Nothing Scheduled filter.

How can I quickly locate leads with no Opps?
Go to the Leads List and use the Without an opp filter.

Where can I see the progress of leads assigned to my top agents?
Go to the Leads List and use the Servicing Agent filter. Also, the Activities Due filter can help you narrow your results to only leads that the agent is actively working on based on open activities.

How do I assign leads to agents?
Go to a Group or Individual record and enter the name of the person’s corresponding Agent record. This allows the assigned person to access the record’s details.

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