Deal chart report Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 12:07:21 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Deal chart report Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Download Deal Chart Reports : Table vs Detailed Report https://www.insuredmine.com/knowledge-base/download-deal-chart-reports-table-vs-detailed-report/ Tue, 20 Jun 2023 21:02:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=19165 In deal charts under the Pipeline Manager module, you can download two types of reports- Table Report and Detailed Report.   This feature is available for Won Deal by Agents, Lost Deal by Agents, and Open Deal by Agents.    Deal Chart- Pipeline Manager /*! elementor – v3.14.0 – 26-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image […]

The post Download Deal Chart Reports : Table vs Detailed Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In deal charts under the Pipeline Manager module, you can download two types of reports- Table Report and Detailed Report.

 

This feature is available for Won Deal by Agents, Lost Deal by Agents, and Open Deal by Agents. 

 

Deal Chart- Pipeline Manager

/"/"

Table report

 

Table report includes agent name, premium, number of cards, categories and expected revenue.

/"/"

Detailed Report

 

Detailed Report includes deal name, lead name, deal value, stage, source name, email, phone, category, carrier, status, agent, label, due date, won/lost date, last activity and expected revenue. 

 

/"/"
/"/"

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 rest will be the same as previously mentioned.

 

Sales Dashboard

 

/"/"

The post Download Deal Chart Reports : Table vs Detailed Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>