Pipeline Effectiveness Reporting
under review
T
Tod Aronson
As an agency manager, I want to run reports on my pipeline so that I...
* Know which agents are performing well
* Where deals are lost in the sales process
* If we will hit our quota this month or not
* Total premium in each stage of the pipeline
* Average closing rate of each stage in the pipeline
* Closed lost reason tracking, so that I can see why we lose deals over time
* Track conversion rate by lead source, so I know where to focus on the front of the funnel
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D
Dee Wiseman
This is the type of reporting we would like to see. Having the date a lead is moved from one stage to the next would be helpful too.
T
Teresa Crane
Would love to also see :
Total Premium by Producer & CSR or any assignee.
Ability to have individual producers run and see their own reports.
Every report to have sorting capability by header and filter options.
Lucas Jans, Director of Product
under review
We're investigating how we will build our reporting capabilities. Feel free to add additional details or reports you want to this request!