See sales by product
Published · Last updated
See how many policies and how much premium each product line brought in.
1 minute · Everyone
1
Open Sales. It opens on the Trends tab.
2
Set the dates with the date button at the left of the filter bar.
3
Read Product Line Performance, under the cards at the top.
4
To see one person, pick them in All Team Members.
5
To compare everyone, scroll to Team Performance. It has a column for each product.
What the columns mean:
- Sales: policies written in the period, pending ones included.
- % of Sales: the line's share of those policies.
- Premium: the issued premium once a sale has one, and the written premium before.
- Avg: premium divided by sales.
Frequently Asked Questions
Why is a product line missing from the table?
It is switched off for your office. The owner can switch it on under Product Lines, in Preferences.
Why is the table's Total lower than the Total Sales card?
Total Sales counts every sale. The table counts only the product lines that are switched on, and a note under it lists the rest.