The Performance Report contains a large amount of information about the agency.
STEP 1 - Access
Click on Reports > Performance
STEP 2 - Use the Search Filters
Select the time period and the office you wish to view the information for.
STEP 3 - View the Charts and Tables
You will be able to view:
Sales Ranking of Offices by currency;
Sales Ranking of Consultants by currency;
Chart showing the number of sales;
Chart of sold quotes by lead source;
Average conversion time;
Chart showing the number of sold quotes by sale type.
If you still have any questions, please contact support or reach out via WhatsApp.