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9
Dashboard
Monitor key performance of Product and Agency sales
Sales Target Completion
Track progress toward annual sales targets by program
Total Sales Target
80%
0K
100K
Short Trip
$25K
/$30K
Student Trip
$29K
/$30K
Yearly Multi Trip
$19K
/$20K
Long Stay Trips
$7K
/$20K
Revenue From Renewals
Income generated from customers through renewals
$49,223.00
Total renewal done
$3,872.00
Total commissions earned
$52,424.00
Projected revenue for "2025"
$1,423
Project commissions for "2025"
Top Selling Plans Per Program
Top 3 selling plans across all programs
Travel Assistance Gold Sport
$11,423
155 Units Sold
+1.5%
Second Medical Opinion Diamond
$4,252
62 Units Sold
-2.3%
Mental Health Program Black
$18,876
247 Units Sold
+3.2%
KPI Comparison
Total Commission Earned
$4.2k
+3.2%
$2.1k
+1.5%
Total commissions
Avg. Commissions paid
Quote Performance Overview
$342k
+2.5%
Total Quotes Generated
80%
+1.5%
Closing Ratio
$43K
+2.3%
Average Quotes Generated
Average Quotes Generated
Closing Ratio Percentage
Agent Performance
$2172K
Total sales
$305K
Avg. Profit from Agent sales
Leslie King
WE ASSIST
Bertha Walters
Infinity Transactional Ser...
Heidi Jordan
Palma & Company
Norman Ramos
BEN-IN
Sylvia Burton
Columbia Tours
Tracey Ford
PBC INTERNATIONAL
Agency Performance
$2172K
Total sales
$4.2K
Avg. Profit from Agency sales
Columbia Tours
WE ASSIST
Palma & Company
Infinity Transactional Ser...
PBC International
WE ASSIST
Norman Ramos
BEN-IN
Infinity Services
Columbia Tours
DUV Internationls!
WE ASSIST