Sales Dashboard Explained

The AgencyZoom dashboard looks so simple yet it packs a ton of very useful information.

In this article, we will explain how to navigate the dashboard and how to toggle between different types of data.

 

What is the purpose of the dashboard? The main goal of this dashboard is to give you at glance look at what's happening in your agency.  The moment you log into your AgencyZoom account you'll quickly be able to answer the following questions.

 

- What do you need to do today?

- Are you going to hit your goal at current pace?

- What do you need to in order to hit your monthly goal?

 

From this dashboard, you can also click on the Written Business dropdown to toggle to other dashboards such as Issued business, Life and Health and Activities.

 

 

 

The following image will help map out all of the key elements on this dashboard.

 

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