InsuredMine CRM | Optimize and Grow Your Insurance Agency

Save the Last Applied Filter in Deal Charts

In deal charts, there are 3 filters- deals by count, deals by value, and deal by expected revenue.


The  filters are available in the following charts – Sales Goal, Won Deals By Agents, Lost Deals By Agents, Open Deals By Agents, Deal Conversion, Deals By Categories, Deals By Carriers, Deal By Stages (Snapshot), Deals moved to stages, Monthly Production (Won), Monthly Production (Lost), Deal Report By Lead Source, Lost Deal Reasons and Deal Report By Health. Whatever filter 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 filter you have set. This feature is available for both admin and agent.


Deal Chart:

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:

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