FAQ ID # 350 |
How do I monitor the performance of each of my locations? Last Update : 2020/05/14 Rating : Not Rated |
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Question / Issue |
What is the Locations Performance Report |
Answer / Solution |
The Locations Performance Report provides a detailed analysis of how each of your locations are performing. The report is located under the menu Options > Reports - Advanced. The Locations section provides two different reports: These reports provide the tools for an agency owner or manager to be able to conduct in-depth analyses on each location's auto and home quoting/binding activity. Some examples of reports in this section include: Location's Performance can be measured on:
The results for each report can be viewed in visual graphs such as bar graphs or pie charts as well as in list form.
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What is the Overview Report? Description of the Overview Reports |
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What is the Closing Ratio Report? Learn how your producers, locations, insurance companies, lead sources, contact methods, and the agency overall is performing |
Direct Link to This FAQ |
http://www.itcdataservices.com/support/CMPWFAQ/?f=350 |
Tags |
locations, reports |