• Using the Sales Dashboard
    Overview The Sales Dashboard displays your lead and Pipeline data in high-level, visual charts and graphs. You can use each chart/graph to uncover trends and patterns in your sa...
  • 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 ins...
  • Pipeline Performance on the Dashboard
    Overview The Pipelines area of the Sales Dashboard gives you a bird's eye view of your sales process. Track sales performance for your producers and forecast the incoming revenu...
  • [Webinar] Standard Sales Reports
    Recorded on January 18, 2022 What was covered: Managing your leads Lead Information Report Time to Contact Report Analyzing your sales process Opportunity Journe...
  • Lead Information Report
    Overview Use this report to explore lead details, track lead progress, and identify qualified/unqualified leads in your sales process. IN THIS ARTICLE What's in the data Interp...
  • Time to Contact Report
    Overview Use this report to measure how long it takes your agents to contact new Group and Individual leads based on Activity and lead dates. IN THIS ARTICLE What's in the data...
  • Opportunity Journey Report
    Overview Use this report to track a Sales Opportunity's journey through your Sales Pipeline stages. IN THIS ARTICLE What's in the data Interpreting the data Filtering the data ...
  • Opportunity Lost Reason Report
    Overview Use this report to analyze lost Sales Opportunities and identify low-performing areas in your sales process. IN THIS ARTICLE What's in the data Interpreting the data F...
  • Sales Production Report
    Overview Use this report to pull the conversion rates and revenue of closed-won Sales Opportunities to see if you're reaching your goals. IN THIS ARTICLE What's in the data Int...