InsuredMine CRM | Optimize and Grow Your Insurance Agency

Quote Details instead of Deal Card Details in Pipeline Manager Settings and Sales Dashboard

In Pipeline Manager Settings and Sales Dashboard, the reports will be based on the quoted value instead of deal card details. 


To view the enhancement in Pipelines:

  • Navigate to Pipeline Manager

  • Click on the action icon and select Settings

  • Click on Goal Setting (agent) or Goal Setting ( carrier)

  • Here Quotes details are visible, and one can add, edit and delete quotes by clicking on the Add Goal button under the action tab.


To view the enhancement in Dashboard: 


If you navigate to the Sales dashboard widget under the dashboard module, you will find the quoted value in the Sales Goal.



In 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, Quote to close cards, Monthly Production (Won), Monthly Production (Lost), Sales Pipeline By Agents, Deal Report By Labels, Agents Overview, Deal Report By Lead Source, Lost Deal Reasons, Deal Report By Health, Carrier goals you will find the number of quotes won. If you click on the number, you will find the quote details. 



There is an exception in Deals Stage Lifetime where you will find details related to deal card and not quotes. 


Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes