Your dashboard gives you a real-time snapshot of your agency's performance. Here's what every widget means and how to use it.
Each widget on your dashboard tracks a specific part of your agency's performance. Here's a breakdown of each one.
Shows the number of new leads that entered your pipeline in the selected time period. Watch this to gauge your marketing effectiveness and lead generation.
The number of opportunities that moved to Closed Won status (policy bound). This is your conversion metric, the deals you actually closed.
Total revenue from closed deals in the selected period. Tracks the monetary value of your pipeline conversions.
Leads that didn't convert. Review these to identify patterns. Are you losing at the quote stage? The follow-up stage? Use this to improve.
A visual breakdown of how many leads are in each pipeline stage. Helps you see where leads are getting stuck and where to focus your effort.
Total count of currently active policies. Your book of business at a glance.
Leads that haven't been touched in a set period. These need immediate attention. The Deal Pulse automation flags them, but you should check here daily.
Two simple habits that will help you stay on top of your pipeline.
Make your dashboard the first thing you open each morning. It takes 30 seconds and shows you exactly what needs attention.
Adjust the date range to compare week-over-week or month-over-month. Look for trends, not just snapshots.
If you have questions about your dashboard or need help reading your metrics, reach out to our support team.