won lost report for last 122 months Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 01 Nov 2023 10:46:27 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico won lost report for last 122 months Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Production Options in the Sales Dashboard Based on Won/Lost https://www.insuredmine.com/knowledge-base/monthly-production-report-for-last-12-months-won-lost/ Fri, 02 Jun 2023 17:38:40 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=17954 Earlier at InsuredMine, we had two separate sections for production related to deals won and lost within the sales dashboard module. But now, we have combined both of them under one specific category and labeled it “production.” Use Case: Improved viewing experience within the production section. To view the enhancement: Navigate to the “Dashboard” module […]

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Earlier at InsuredMine, we had two separate sections for production related to deals won and lost within the sales dashboard module. But now, we have combined both of them under one specific category and labeled it “production.”

Use Case: Improved viewing experience within the production section.

To view the enhancement:

  • Navigate to the “Dashboard” module from the left sidebar.
  • Click on the “Production” section to track two key metrics: Monthly Production “Won’’ and Monthly Production “Lost.”
  • You have the option to review the details of the deal card by selecting any bar graph and explore the analytics based on quote, premium, or revenue.
  • Click on “Download Table” if you want to save the table chart.

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