Insurance - Agency Dashboard tool


 

The dashboard has a login screen and roles as follows: Admin, Manager (able to aggregate reports from multiple locations), User (assigned to single office but can change offices). it contains mainly the following features:

1)     Time clock adjustment form (Name, office, Manager name, Date of adjustment, Time to adjust)
2)      Hourly report (Name, Time, Walk-In( Quote, Sold, ratio), Phone-In( Quotes, Sold, ratio), Total Quotes, Total Sold , Total Ratio.
3)     Daily Report – Automatic aggregated report of all hourly reports by employee and by office
4)     Display Metrics – Office Policy Goal (set by admin), Percentage of Goal Reached, Office Fee Goal (set by admin), Percentage of Goal Reached

 

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