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Agent Performance Dashboard
See who's closing, who's slipping, and why.
Track individual agent production, conversion rates, and revenue contribution. Identify top performers and coach underperformers with data.
Performance dashboards measure each agent on quotes generated, policies bound, conversion rate, average premium, retention, and revenue contribution. Drill into any KPI for the month-over-month trend, or compare agents side-by-side to identify who deserves a bonus — and who needs coaching.
Live KPIs
Quote → bind conversion, average premium, revenue, retention.
Leaderboards
Monthly, quarterly, and yearly rankings with trend arrows.
Commission & revenue
Calculate agent commission automatically based on configurable rules.
Exportable
Every chart and table exports to Excel for payroll or board packs.
Works great with
Revenue & Financial Reports
Comprehensive financial analytics: premium income by company, commission tracking, collection aging, and revenue forecasts — all exportable to Excel.
Customizable Dashboards
Drag-and-drop widgets across 25+ dashboard components. Save custom views for overview, analytics, or production focus — tailored to each user.
Ready to see Agent Performance Dashboard in action?
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