Reporting and analytics help you understand your business operations and enable you to view key performance indicators (KPIs). These KPIs show you different aspects of your financial advisory firm by compiling data into comprehensive reports. One of these reports is the All Production (Issued, Pending, and Cancelled) report which displays all the client accounts information and presents growth-driven statistics.
Access the All Production report
Follow the steps given below to access the All Production report:
- Log into your LeadCenter account.
- Click on Reports in the left navigation sidebar.
- Navigate to Production Reports and select All Production (Issued, Pending, and Cancelled)
- That’s all!
Dashboard components
Upon accessing this report, you’ll see three tabs on the left side. Each tab provides a different kind of report. These tabs are:
- Overview
- Business by Advisor
- Business by Type
Note: Business by Type is the default report that you see once you access this dashboard.
Common components
The common components of each tab include:
- Filters (on top)
- Metrics
- Tabular representation of List of Accounts (at the bottom)
Filters
You’ll see the filters on top of the screen. You can click on the required filter dropdown to narrow down your search.
Source
Click on this dropdown to see the different channels your leads are originating from.
Lead Stage
Click on the dropdown to select the stage of a lead’s journey. You can customize the lead stages as required.
Insurance Company
Click on this dropdown to select the accounts for a specific insurance company. You can select the required insurance company from a list of companies.
Insurance Product
Click on the dropdown to see the accounts for a specific insurance product.
AUM Product
Click on the dropdown to see the accounts for a specific AUM product.
Advisor Name
Click on this dropdown to select the writing advisor managing the accounts.
Status
Click on the dropdown to select the status of the account. For example, issued or pending.
Business Type
This dropdown allows you to select the account type. For example, AUM or annuity.
Insurance Product Type
Click on the dropdown to choose the insurance product type.
AUM Product Type
Click on the dropdown to choose the insurance product type.
Metrics
After the filters, you can see the following metrics at-a-glance:
- Total Amount
- Status: Issued
- Status: Pending
- Status: Cancelled
Here’s a brief description of these metrics:
Total Amount
This is the total amount that your company is handling for the clients.
Status: Issued
The amount that has been issued to your company.
Status: Pending
The amount that is yet to be received.
Status: Cancelled
The number of accounts that were cancelled.
Tabular representation of List of AccountsThe number of accounts that were cancelled.
By the end of each report, you’ll find a table with different columns each representing a different element of the client accounts.
- Contract Number: The unique number assigned to a contract.
- Business Type: The type of account selected by the client. For example, fixed annuity or AUM.
- Advisor Name: The name of the writing advisor taking the lead on this account.
- Client Name: The name of the client.
- Insurance Company: The name of the insurance company.
- Insurance Product: The name of the insurance product.
- Aum Product: The name of the AUM product.
- App Signed Date: The date when the contract was signed.
- Account Issued Date: The date when the investable amount was issued to the account.
- Status: The status of the account. For example, issued or pending.
- Amount Issued: The total investable amount issued by the client.
Overview tab
You can switch between tabs to see the components specific to each tab. Let’s see the components of the Overview report:
Pie graphs
You’ll see pie graphs displaying different business information in percentages.
Status
This graph shows the percentage of accounts in issued, pending, cancelled, and closed status.
Business Type
This graph represents the percentage of business types associated with client accounts. For example, your company is handling 60% AUM, 20% fixed annuity, and 20% fixed index annuity accounts.
Advisor
This graph shows advisors’ contribution to managing clients’ accounts.
Lead Stage
This graph shows the stages of a lead’s journey. For example, 30% of your leads are pending, 30% are qualified, and 40% are won.
Bar graphs
You’ll see bar graphs that represent the amount issued and pending by:
- Year
- Quarter
- Advisor
- Business Type
Amount by Year
This graph represents the amount issued, pending, cancelled, and closed by a year.
Amount by Quarter
This graph displays the amount issued, pending, cancelled, and closed by each quarter.
Amount by Advisor
This graph shows the amount issued and pending by the advisor handling that account.
Amount by Business Type
This graph shows the issued, pending, cancelled, and closed accounts for fixed annuities, fixed index annuities, and AUM.
Business by Advisor tab
Switch to this tab and you’ll find tables showcasing the business metrics associated with each advisor.
Tabular representation of Status/Amount Issued
This table shows the total amount each advisor is managing. You can see these columns:
- Advisor Name: The name of the writing advisor managing the amount.
- Issued: The actual amount issued by the client.
- Pending: The amount that still needs to be paid by the client.
- Cancelled:
- Closed:
- Grand Total: The sum of issued and pending amounts.
Tabular representation of Amount By Advisor & Quarter
This table further elaborates on the total amount each advisor is handling per quarter. You can see the same columns as above, the only difference is that these columns are grouped by quarters.
Tabular representation of Amount Per Source by Status
This table showcases the main channels that your leads are generated from. The columns here represent the leads that come from certain sources and are now clients with accounts. This enables you to view the channels that bring the highest money flux.
Business by Type tab
This is the default tab that you’ll see when you access the All Production report. This is specifically for the business owners to view the insurance/AUM products and the amount associated with each one.
Tabular representation of Amount Issued by Business Type
This table displays insurance/AUM products and the amount each product is bringing in.
Tabular representation of Amount Issued by Type & Quarter
This table represents the amount issued for products, and groups it by each quarter.
Tabular representation of Amount Issued by Type Per Source
This table displays all the products in the first column and dedicates all other columns to the sources the leads come from. This enables you to view the sources which bring the highest flux of money.
