Issued Productions (based on Issued Date)

The Issued Productions report presents the clients' accounts based on the date the investable amount was issued. With this article, we'll delve deeper into the components of this dashboard.

Access the Issued Productions (based on Issued Date)

Follow the steps given below to access the All Production report:

1. Log into your LeadCenter account.
2. Click on Reports in the left navigation sidebar.
3. Navigate to Production Reports and select Issued Productions (based on Issued Date).
4. That’s all!

Dashboard components

The components of this report 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.

Lead Status

Click on the dropdown to select the status of the account. It shows you how much amount has been issued.

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.

First Name

Use this filter to search by the first name.

Last Name

Use this filter to search by last name.

Office Location

Click on the drop-down menu to see the location of the office.

Metrics

On the left side, you'll see metrics for Insurance Products Only:

On the right side, you'll see Total Issued Production Report (based on Issued Date):

Pie graphs

You’ll see pie graphs displaying different business information in percentages.

Amount by Source

This graph represents the percentage of leads generating from various channels. For example, 30% of your leads are coming from email marketing, 20% from Google ads, and remaining 50% from YouTube, referrals, and organic search.

Amount by 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.

Amount by Advisor

This graph shows advisors’ contribution to managing clients’ accounts.

Amount by 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 the following bar graphs

• Amounts Timeline
• Amount Issued by Advisor
• Amount Issued by Business Type

Amounts Timeline

This graph represents the amount issued by month, quarter, or year:

Amount by Advisor

This graph shows the amount issued and pending by the writing advisor managing that account.

Amount by Business Type

This graph shows the issued, pending, cancelled, and closed accounts for fixed annuities, fixed index annuities, and AUM.

Maps

You can also get a holistic view of the issued amount report by state and city on the maps included within this report.

Amount Issued by State

Amount Issued by City

Tabular representation of List of Accounts

By the end of this report, you’ll find a table with different columns each representing a different element of the client accounts.

• Contact ID Link: The clickable lead ID to take you to the lead details page in LeadCenter.
• Contract Number: The unique number assigned to a contract.
• First Name: The first name of the client.
• Last Name: The last name of the client.
• Advisor Name: The name of the writing advisor taking the lead on this account.
• Business Type: The type of account selected by the client. For example, fixed annuity or AUM.
• Insurance Company: The name of the insurance company.
• Insurance Product: The name of the insurance product.
• Aum Product: The name of the AUM product.
• Amount: The total issued amount.
• 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.
• Source: The channel where the lead originated from.
• Lead City: The name of the city your lead is from.
• Lead State: The open state means that the lead is still in the processing stage while the closed state means that the lead is coveted or lost.
• Forecasted Date:
• Submitted Date:
• Ready Date:
• Received Date:
• Paid Date:
• Delivery Date:
• Amount Issued: The total investable amount issued by the client.