How to Track Lead Reporting

???? Why adding premium to lead cards matters: Find out how manually entering the annual premium amount on each lead card is what powers the revenue tracking in your reporting dashboard, and why making this a standard part of your team’s process is one of the most important habits you can build.

???? How to read the reporting dashboard: Get a clear walkthrough of how won revenue (green), lost revenue (orange), and potential revenue (purple) are displayed, and how to filter your view by pipeline, individual agent, or custom date ranges to get exactly the data you need.

???? How to use the New Leads module: Learn how managers can use the reporting tool to see every incoming lead as it arrives, assign leads to agents on the spot, and keep the distribution balanced so no one on the team is overloaded or left without enough to work on.

???? How to measure agent performance: See how the agent performance module lets you sort your team by highest revenue, most wins, completion percentage, and lead count, so you can recognize top performers, spot who may need coaching, and create meaningful accountability across your agency.

???? How to use reporting alongside My Day: Understand how the reporting tool and the My Day dashboard work together, with My Day handling the daily task view and reporting giving you the big-picture performance view that helps leadership make informed decisions about the pipeline strategy overall.