InsuredMine | Optimize and Grow Your Insurance Agency

Team Performance: Dashboard (Admin Access)

This widget is provided to track the goals set & status for the selected month. You can view the goals of your team members that are set by you. Select the pipeline and the month-year for which you want to view the goal graph. The goal is displayed based on value, broker fee ,and also by the number of deals. The green sign indicates accomplished and the red sign indicated yet to be completed. You can view the team performance either in table view format or chart format.

Would you recommend this article?

Contact Us

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

EMAIL

PHONE

OUR LOCATION