InsuredMine CRM | Optimize and Grow Your Insurance Agency

Download Deal Chart Reports : Table vs Detailed Report

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


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