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Commission / Expected Revenue filter in Pipeline Deal Charts

In deal charts, you can now filter the charts and reports based on expected revenue by deal county and premium amount.. This process will help agents evaluate the deals based on expected revenue/commission. Expected revenue filter is available in deal conversion, deal by categories, deal by carriers, Deal By Stages (Snapshot), Deals moved to stages, Deal Report By Lead Source, Lost Deal Reasons, Deal Report By Health.

 

To view the enhancement :

  • Navigate to Pipeline Module

  • Click on 3 dots in the top right corner and select Deal Charts 

  • Click $R icon to view the charts by expected revenue 

  • The table below the graph will also display the  expected revenue.

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