Production Dashboard Widgets
Lifetime Production
View all-time $ production totals by product line. Within the Lifetime Production Widget you can also decide which product line lifetime totals display on your dashboard.
Yearly, Monthly, & Weekly Production
View the status of new commissionable production for pending and completed accounts and policies.
🔍Tip: You can view a list pending and completed policies by clicking the corresponding bar graph.
See also: Swivel Sales Report
Production Goals
Track your progress to sales goals for individual lines of business by current week, month, & YTD.
📌 NOTE: Production Goal detailed visibility is based on user role(s).
See also: User Roles & Permissions
Calendar & Organization Widgets
Events And Appointments
Displays upcoming events and appointments to help you prepare for your day.
🔍 Tip: Be sure to complete the Calendar and Email Integration to have your events, appointments, and email correspondence sync.
Tasks
View and manage your "to-do" list across all clients.
Workflows
View and manage daily follow-ups and next steps across all opportunities, accounts & policies, clients and more.
Transactions
View and facilitate transactions for funding accounts & policies such as transfers and contributions.
