Analytics & Reports
Transform data into actionable insights with comprehensive dashboards and customizable reports. Track revenue, agent performance, policy trends, and business metrics in real-time for smarter decision-making.
What is Analytics & Reports?
Our Analytics & Reports module provides powerful business intelligence tools with real-time dashboards, automated reports, and custom report builder. Get insights into revenue, policy performance, agent productivity, and customer behavior to make data-driven decisions.
Key Features
Revenue Analytics
Track total revenue, commission earned, policy premiums, and revenue trends with detailed breakdowns.
Agent Performance
Monitor individual and team performance with sales metrics, conversion rates, and leaderboards.
Policy Reports
Analyze policy issuance, renewals, expirations, and cancellations with trend analysis.
Custom Report Builder
Create custom reports with drag-and-drop builder, filters, and scheduled delivery.
Export Options
Export reports to Excel, PDF, or CSV with customizable formatting and branding.
Real-time Dashboards
Live dashboards with auto-refresh showing current metrics and KPIs at a glance.
Why It Matters
Data-Driven Decisions
Make informed business decisions based on real data, not guesswork or intuition.
Identify Opportunities
Discover growth opportunities, underperforming products, and untapped market segments.
Optimize Team Performance
Identify top performers, coach struggling agents, and optimize resource allocation.
Maximize Revenue
Track revenue trends, identify profitable products, and forecast future earnings accurately.
How It Works
Access Dashboards
Login to view real-time dashboards with key business metrics.
Filter & Analyze
Apply filters by date, agent, policy type, or custom criteria.
Generate Reports
Create standard or custom reports with visual charts and tables.
Export & Share
Download reports or schedule automated delivery to stakeholders.
Related Features
Commission Tracking
Detailed commission reports with agent-wise breakdowns and payment tracking.
Learn More →Staff Management
Track staff performance metrics and activity logs for team optimization.
Learn More →Policy Management
Policy analytics including renewal rates, premium trends, and expiry forecasts.
Learn More →Ready for Data-Driven Growth?
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