Understanding the Dashboard

Lee Ottow -

Your Dashboard is your hub for all agency or brokerage metrics.   Each metric has an info symbol that will describe how the metric is calculated when you hover over the icon with your mouse.  

 

By clicking on each section of the large pie chart will isolate the metrics to that sector of your business.  For example, if you click on the Personal section of the pie chart, you will see the metrics below are updated to reflect only the personal lines portion of your business.  

To return to full agency metrics at anytime, simply click again on the selected segment.  

 

These metrics are a great way to get a snapshot of each sector of your agency or brokerage and can be a great tool for building measurable goals and KPIs.  

 

You can return to the Dashboard at anytime by simply clicking the Agency Revolution logo in the upper left hand corner of your screen.  

 

 

 

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