Pipeline Dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Provide Branch Filter on Master Report

Arzoo Kiran — Fri, 27 Mar 2026 13:51:48 +0000

Release Date: 27 March 2026

We have introduced a new enhancement in the Dashboard module under Pipeline Dashboard. A new Branch filter has been added to the Master Report, allowing users to view complete deal card details for selected branches.

Use Case: This enhancement helps agencies quickly filter pipeline reports branch-wise, making it easier to analyze data and access branch-specific deal card details for better tracking and reporting.

Note: This feature applies only to Epic Agency.

To view the Enhancement:

Navigate to Dashboard.
From the Dashboard dropdown, select Pipeline Dashboard.

You are redirected to the Pipeline. Dashboard page.
From the Pipeline Dashboard dropdown, select Master Report.
The Master Report page appears.
Click Add Filter.
A Select Filter box appears, as shown below.

As shown below, a new Branch filter has been added.
From the Select Filter dropdown, select Branch.

Select one or multiple branches from the dropdown list.
Click Apply

Note: Use Select All to choose all branches at once, or Clear All to remove selections.

As shown below, Deal Names are displayed based on the selected branches.
You also have the option to download or save to Reports.
Click on the preferred Deal Name to view the complete details of the deal card (e.g., Ascend Test)

The Branch associated with the selected pipeline card is displayed under the General section of the deal card.

Note: To display branch data in the report table, the Branch option has also been selected and applied under the Select Table Column.

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Deal Charts: Pipeline Name Column on Deal Status and Master Report

Arshad Hussain — Mon, 11 Aug 2025 10:25:44 +0000

We have introduced a new enhancement in the Pipeline Dashboard — the addition of a Pipeline Name column. This feature is designed to provide users with a clearer and more organized view of deal cards created under their respective pipelines.

This feature streamlines sales management and enhances overall efficiency.

Use Case: This enhancement aims to improve pipeline visibility by clearly displaying which pipeline each deal belongs to within the Pipeline Dashboard in the Master Report and Deal Status. It allows users to easily identify and differentiate deals across multiple pipelines, making it simpler to track progress, manage workloads, and take action without switching between views.

View the Enhancement:

Navigate to the Dashboard

From there, click on the Pipeline Dashboard.

Click on the Master Report.

Click on Select Table Columns

Look for the new column labeled “Pipeline Name” in the table layout.

Select the Pipeline name and enter Apply.

You can now preview — each deal in the table will display the pipeline it belongs to.

You can also download this report, and preview the pipeline name in the downloaded file.

From the Pipeline Dashboard, navigate to Deal Status.

Click on the Quotes count.

Each deal in the table will display the pipeline it belongs to in the Deal Status too.

You can also download this report, and preview the pipeline name in the Deal Status

The post Deal Charts: Pipeline Name Column on Deal Status and Master Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Quote-to-Close Cards Report is Now based on cards

Avinash Barik — Mon, 02 Dec 2024 14:24:46 +0000

This enhancement enables users to easily track and analyze the total card count for leads, quotes, and closed deals, improving visibility and decision-making.

Use Case:Track your sales progress more effectively by visualizing total counts for leads, quotes, and deals.

To View the Enhancement:

Navigate to the Pipeline’s Module.
Next, click on the three dots located in the top right corner.
From the drop-down menu, select ‘Deal Charts.’

Select ‘Quote to Close Cards’ in the deal charts.
You will now be able to view the toal card count for leads, quotes, and closed Deals.

The same has also been implemented within the ‘Sales Dashboard.’

The post Quote-to-Close Cards Report is Now based on cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Deal Card Custom Field Column in Master Report

Arshad Hussain — Sat, 09 Mar 2024 11:07:35 +0000

The Deal Card Custom Field Column in the Master Report is a section that lets you show specific details about each deal. It makes your reports more personalized and helps you see important information at a glance.

Use Case: Easily view customized deal details in one column.

Note: This feature is in both the sales dashboard and Deal charts.

To View the Enhancement:

Navigate to the Pipelines module.
Click on the ellipsis icon located in the top right corner.
From the dropdown, select ‘Deal Charts’.

Select ‘Master Report’ from the deal charts option.
There you will be able to view the custom field column for the deal card you created.

The post Deal Card Custom Field Column in Master Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Account Name, Account Type, Look Up code & Deal card Type for Sales Report

Arshad Hussain — Fri, 02 Feb 2024 13:48:51 +0000

Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card Type.

To view the enhancement:

Go to the Pipelines module.
Locate and click the three-dot icon in the right-hand corner.
Choose “Deal Charts” from the dropdown menu.

Click on any agent to view their deal statistics.

You will be able to view the Account Name, Account Type, Deal Card Type and lookup code for the Sales Report.

The post Account Name, Account Type, Look Up code & Deal card Type for Sales Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Multiple Pipeline Selection from all Sales Reports

Arshad Hussain — Fri, 02 Feb 2024 13:12:26 +0000

Now, you can select multiple pipelines in all sales reports, and based on your selection, you will be able to view the data of those selected pipelines.

To view the enhancement:

Go to the Pipelines module.
Locate and click the three-dot icon in the right-hand corner.
Choose “Deal Charts” from the dropdown menu.

You can select multiple pipelines and view their data within all these options from the deal chart mentioned above.

The post Multiple Pipeline Selection from all Sales Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Expected Closing Date Filter in Master Report

Arshad Hussain — Fri, 02 Feb 2024 12:49:01 +0000

A new filter has been introduced within the master report option called the ‘Expected Closing Date Filter.‘ It helps you find deals that have a closing date set. Just use this filter, and you can see only the deals with expected closing dates quickly.

To view the enhancement:

Go to the Pipelines module.
Locate and click the three-dot icon in the right-hand corner.
Choose “Deal Charts” from the dropdown menu.

Click on the master report option from the deal charts.
Once you’re in the master report, you’ll notice the new filter named ‘Expected Closing Date Filter.’ This filter allows you to view deals specifically with expected closing dates.

The post Expected Closing Date Filter in Master Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Multiple select option of pipeline in Quote to close cards

Arshad Hussain — Thu, 04 Jan 2024 10:28:42 +0000

Enhancements have been made to the sales dashboard’s ‘Quote to Close’ cards option.Earlier, you could only select a single pipeline and view its data. Now, you can easily add multiple pipelines within the ‘Quote to Close’ cards. Simply choose multiple pipelines and view their data simultaneously.

Go to the dashboard module.
Click on the arrow icon, then select the ‘Pipeline Dashboard’ option from the drop-down.

A list of options will now appear within the ‘Pipeline Dashboard’.
Select Quote to close cards.
Now, select multiple pipelines from the search bar and click ‘show’ to view their data.

A graph bar will be generated based on the data.

Click on it to view the pipeline data.

You can also perform the same steps through the Pipelines module too .

Navigate to the Pipelines module and click on the three dots present at the corner.
Select “Deal Charts.”

Click on Quote to close cards, to add multiple pipelines by performing exact same steps as mentioned above.

The post Multiple select option of pipeline in Quote to close cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports

Arshad Hussain — Thu, 30 Nov 2023 13:31:37 +0000

Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Pipeline Dashboard Master Reports

Description: The new feature has been added in the Pipeline Dashboard where in the master report when you add a lead source filter you can now select a sub filter for the lead source. When you select any lead source, if there are sub categories they will appear to also be selected if needed.

Navigation:

Go to the Dashboard.
Access the Pipeline Dashboard.
Open the Master Report.
Apply the lead source filter and choose the desired lead source.

Note: Upon selecting the lead source, any corresponding child lead sources will be automatically selected within that specific lead source category.

The post Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Carrier filter in pipeline and master sales charts

Arshad Hussain — Wed, 15 Nov 2023 11:08:52 +0000

A new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard.

Use Case: Facilitates targeted filtering based on carrier-specific information associated with sales data.

To access this feature in the Pipeline:

Go to the Pipelines section.
Click on the Filter option.

To utilize the “Carrier” filter in the sales dashboard:

Navigate to the Pipeline dashboard.
Click on the ‘Add Filter’ button.

The post Carrier filter in pipeline and master sales charts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Date Range and Pipeline Consistency in Deal Chart

Anjali Kapadia — Wed, 28 Jun 2023 19:44:27 +0000

In deal charts, you can select the date range option from the following-

Today, Yesterday, Last 7 days, Last 30 days, Last month, This month, This week, Last week, This year and Last year.

The date range that you will select for any of these charts, will be the same throughout all other deal charts available. You can also select multiple pipelines while viewing any deal chart, and the pipelines that you will select, will be available for all the deal charts.

Deal Charts

The filters are available in the following charts – Won Deals By Agents, Lost Deals By Agents, Open Deals By Agents, Deal Activities Effort, Deal Conversion, Deals By Categories, Deals By Carriers,Deal Conversion By Stages, Deal By Stages (Snapshot), Deals moved to stages, Deal Report By Lead Source, Lost Deal Reasons and Deal Report By Health.

Whatever date range you save while viewing any deal chart, that filter will be saved for future reference. So, even if you log out and log in again, you will find the charts based on the date range and pipelines you have set. This feature is available for both admin and agent.

Note, this feature is also available in the sales dashboard section under the dashboard. To view the enhancement, navigate to Dashboard>Select sales dashboard, and the rest will be the same as previously mentioned.

Pipeline Dashboard:

The post Date Range and Pipeline Consistency in Deal Chart appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Deal Charts: Reports & Filters

InsuredMine — Thu, 01 Jun 2023 02:20:22 +0000

In this article, you will learn:

Deal Charts: Reports & Filters

Filter option is available on the top right-hand side of the deal board to filter deals on the basis of Status, Assignee, Label, Category, Deal Health, Due Date, Created Date, and Task Due Date

How to set filters?

Navigate to Pipelines:

Click on the filter icon.

A panel from the right will open with all the filter options.
Click on the desired filter option and set filters accordingly.

Account Type Filter in Pipeline

In Pipeline Manager, you now can filter the deal cards based on Account Type: Personal or Commercial.

To view the enhancement:

Navigate to Pipelines
Click on Filter.
Select Account Type.
You can choose to select all for both Personal or Commercial or choose each individually.

Status Filter in Pipeline:

Status Filter – All, Won, Lost, In Process filters are available. Click on the desired filter to see the deal cards with that particular deal status mentioned in them.

Assignee Filter

With the “Assignee” filter, you can search your assignee list by typing in the search section. Or you can also select the assignee name by clicking on the checkbox beside the assignee name. Based on your selection the deal cards will be visible with those having the selected assignee names in it.

Label Filter

Select the labels of your choice or you can also search and select the labels by typing the name in the search section. Based on your selection, the deal cards will be displayed.

Deal Health Filter-

Select the deal cards based on deal health – Hot, Warm or Cold.

Due Date Filter

This allows you to set the due dates of your choice, or can select from the options provided. Based on the selection, the deal cards will get displayed that have the due dates within the selected span of time.

Created Date Filter

You can check the deal card that has been created within the selected span of time.

Task Due Date Filter

You can set the task due dates of your choice, or can select from the options provided. Based on the selection, the deal cards will get displayed that have the task due dates within the selected span of time.

Last Activity Date Filter

You can now filter the deal cards based on the latest activity performed on the deal cards or the latest updated deal cards.

To view the enhancement:

Navigate to Pipelines
Click on the filter icon.
Scroll down and click on Last Activity Date Filter.
You will get the following options- Today, yesterday, last 7 days, Last 14 days, Last 30 days, and custom date range.
Once you select the date range click on apply.
You will get to see the deal cards that are updated in the selected date range.

Types of Charts

Reports

Specific charts and reports are provided to have a better understanding of deal activities, conversations and to learn, what does it take to win deals (i.e. What does winning look like?).To access all these reports and charts click on the three-dots icon and then select “Deal Charts”.

These charts can be filtered by date.

You can select dates of your choice to view the deal reports within that time frame.

Date Filters – Now you can customize the date range, today, yesterday, last 7 days, last 14 days, last 21 days, last 30 days, last 31 days, last month, this month, last week, this week, last year, and this year.

You can filter dates from anywhere in the Deal Charts

Deal conversion Won/Loss:

This is a simple bar graph chart that shows how many deals are converted to Won vs Lost in a specific time period (by default it is 30 days). Additional details about Won/Lost deals are available by clicking on the respective bars including Contacts, Deal value, Agent name, status and more.

Deal conversion by stages:

This is a stacked bar graph chart that shows the number of deals marked as Won/Lost by each stage you have defined in your deal stage. You get to learn at which stage most of your win is happening. Additional details about Won/Lost deals by stages are available by clicking on the stacked bar including Contacts, Deal value, status and more.

Deal Report by Health/Labels/Lead Source:

Note: According to our recent UI changes you can now view Deal reports by health/labels/lead source under one dashboard.

Check Deal Report by Health:

This is a simple pie chart that shows the status of the deals and can give you an idea of conversion chances.

Segmenting deals by labels helps you understand the categories of deals that are coming through and their success rates. You can use labels as your source types.

Check Deal Report by Lead Source:

This segmentation will help you understand where you need to give special efforts to drive more leads.

Deals Activities Effort:

Note: We have made some recent UI changes within the Deal Activities Effort.

This chart helps users understand your efforts on all the active deals in the deal board for that period. It will show the distribution of efforts pertaining to activities scheduled, email sent, files attached, notes created and SMS sent. Over a period of time and based on these activities, you will learn what the optimum activities count for you to have the best results.

Lost Deal Reasons:

The segmentation done based on lost reasons, will help you to understand what is the common reason for not able to convert the lead. Based on that, you can make your team put special efforts to cover up that weak point, so that you can close the deal in future.

Deal by Categories/ Carrier:

Note: With our recent UI changes you can now view Deal by Categories/Carrier under one dashboard.

Deal by Categories:

Segmenting deals by categories helps you understand the categories of deals that are coming through and their success rates. You can use categories to drive major sales from those deals. You can also view the deal cards based on count or value. Just slide the toggle bar to select the preference.

Deal by Carriers:

Deals by carrier pie-chart will represent all the deal cards available under each carrier. You can sort the pie chart based on the stage of the deal cards- All, Won, Lost, or in Process. You can also view the deal cards based on count or value by clicking the selected preference.

Note: “Deal by Carrier” report is available for both admin and agent.

Deal by Stage

Note: According to our recent UI changes you can now view Deal by Stages/ Deal Conversion by Stage/ Deals Moved to Stages under one dashboard.

Deal By Stages- Snapshot:

Deal By Stages (Snapshot) chart will show you the number and value of deals that are currently in a particular stage within the set time frame that you will choose. These deal cards are based on the cards that are created in the current stage. You can view the deal details by count or by value.

To view this chart:

Navigate to Pipelines and click on the three-dots icon button.
Click on Deal charts.
Scroll down to view the Deals By Stages (Snapshot).
Select the date range.
Select count or value.
The chart will be represented.
Both graphical representation and table view are available.

Note: In the expanded view, you can have both a table and chart view of the deals in a particular stage

In the table, you can see the number of deal cards that are currently in each stage for each agent. If you click on the number of cards for each stage, it will take you to the deal card details of each stage.

Master Report:

Now in the Master report option you can view the report based on Deals by stages (snapshot). You can select the pipeline for which you want to view the deal board.

If you click on any deal name it will take you to the deal card. And if you click on the lead name it will take you to the account360 section.
You can also download the deal card data/report by clicking on the download sign.

Sales Pipeline by Agents

This report is based on the agents so that you can analyze where and when they win. In this report you will get complete details of the deals that the agent is handling.
You can also view the details on the deals that are either won or lost or both by clicking on all.

Deals Stages Lifetime

Deal Stages lifetime will help you to analyze the deal card in a specific timeline for each stage it has been through. You can have a view agent wise details of all its quotes at one shot, for all the stages where the card has been moved.
To view the enhancement:

Navigate to Pipelines and select Deal charts.

Click on Deal Stages Lifetime.
The report will show the total number of deals at different stages. You can also click to have a detailed table view of each stage.

Quote to Close cards

In deal reports, you can find a new chart titled “Quote To Close Cards”. “Quote” refers to the total count of the quotes of the selected stage. This number includes quotes that are in process, lost or won. “Closed” is the total count of deal cards won in the selected pipeline. The purpose of this enhancement is to show the ratio between quoted and closed deal cards.

Note: Agents can add a stage from the chart itself (if one does not exist) and can be updated in the pipeline settings.

To view ‘Quote to Close cards’ chart:

Navigate to Pipeline.
Click on the action button (3 dots).
Select deal charts.
Scroll down to view Quote to Close Cards.
Select the date range for which you want to see the ratio between quoted and closed cards.
Click on the quoted or closed bar to view the list of deal cards.

Click the download icon to download the report.
The list will include: total value, total number of cards, each card detail-Deal Name, Lead Name, Lead Source,Deal Value, Expected Revenue, Agent Name, Category, Carrier, Stage, Status, Won/Lost Date.
Click on the deal name to view the deal card.
To view the contact in Account 360 click the lead name.

Note: Quote will include all the deal cards that are in process, lost or won of the selected stage in Pipeline.

Lead to Quote to Close Chart in Pipelines

In the Quote to Close chart you will be able to view how many leads you created vs how many you quoted vs how many you have closed.

A short window will appear from the right where If you click on the lead name, for a commercial account, Account 360 will open if it is a personal account Contact360 will open.

How to update the ‘Setup Quoted Stage’?

Note: Only admin can access the ‘Setup Quoted Stage’.

Click on the action button(3 dot icon) and click on settings.
Click on Setup Quoted Stage.
To set up the Quote to Close stage, select the pipeline and the stage from the dropdown.
Click on update.

Deal Activities Effort:

In the Deal Activity Effort feature, admins can now have the capability to access a visually informative stacked bar chart showcasing the activities of agents under their supervision. This graphical chart view offers a comprehensive overview of agent performance and engagement in deal-related tasks.

To view the enhancement:

Navigate to Pipelines
Click on 3 dots and select Deal Charts
Select Deal Activities Effort
Agents will be able to view the report based on all the activities they have performed.
For Admin or Manager, he/she will be able to view deal charts on all the activities performed by their agents.

You can also sort the data by date

Download Pipeline Cards with Stages Analytics

When you download deal cards from a pipeline, you will have details of how many days the card stayed in each stage.

Note: You can download deal cards of a particular pipeline, a particular stage, or even download any particular deal card. In each case, the stage data will be different.

For a single deal card or for all the deal cards of a selected pipeline the data of each stage will be provided. But in case if you are downloading a deal card of any particular stage, then the data you will receive will be of that particular stage.

To check the enhancement:

Navigate to Pipelines.
Select the Pipeline for which you want to download the deal card data.
Click on download.
Open the CSV file that will get downloaded.
Scroll it to view the stages of data analytics.

Note: If a deal card has reached a particular stage and moved from that stage to another in the same day, it will show 0 days for that stage.

Note: The download option is available in card view and list view.

You can also view the report of a particular pipeline, by clicking on the report icon beside the pipeline.

Save as Report

You can now save the complete deal status of the pipeline by clicking on save as report.

Navigate to Pipelines.
Click on the 3 dots and then from the drop down click on Save as Report.

A window from right will open, where you need to give a report name.
Click on save.

You can view the reports in the report section. ( Navigate to report> Click on Saved Reports>Scroll to select and view your saved report by report name).

Note: You can change Pipeline while being in the charts section to see the analytics of another pipelines.

The post Deal Charts: Reports & Filters appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline Dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Provide Branch Filter on Master Report

Deal Charts: Pipeline Name Column on Deal Status and Master Report

Quote-to-Close Cards Report is Now based on cards

Deal Card Custom Field Column in Master Report

Account Name, Account Type, Look Up code & Deal card Type for Sales Report

Multiple Pipeline Selection from all Sales Reports

Expected Closing Date Filter in Master Report

Multiple select option of pipeline in Quote to close cards

Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports

Carrier filter in pipeline and master sales charts

Date Range and Pipeline Consistency in Deal Chart

Deal Charts: Reports & Filters

In this article, you will learn:

Deal Charts: Reports & Filters

How to set filters?

Account Type Filter in Pipeline

Status Filter in Pipeline:

Assignee Filter

Label Filter

Category filter

Deal Health Filter-

Due Date Filter

Created Date Filter

Task Due Date Filter

Last Activity Date Filter

Types of Charts

Reports

Deal conversion Won/Loss:

Deal conversion by stages:

Deal Report by Health/Labels/Lead Source:

Deals Activities Effort:

Lost Deal Reasons:

Deal by Categories/ Carrier:

Deal by Categories:

Deal by Carriers:

Deal by Stage

Deal By Stages- Snapshot:

Master Report:

Sales Pipeline by Agents

Deals Stages Lifetime

Quote to Close cards

Lead to Quote to Close Chart in Pipelines

How to update the ‘Setup Quoted Stage’?

Deal Activities Effort:

Download Pipeline Cards with Stages Analytics

Save as Report