InsuredMine CRM | Optimize and Grow Your Insurance Agency

Date Range and Pipeline Consistency in Deal Chart

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.



Sales Dashboard:



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