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:
- Log into your LeadCenter account.
- Click on Reports in the left navigation sidebar.
- Navigate to Production Reports and select Issued Productions (based on Issued Date).
- That’s all!
Dashboard components
Upon accessing this report, you’ll see four tabs on the left side. Each tab provides a different kind of report. These tabs are:
- Overview
- Business by Advisor
- Business by Type
- Business Timeline
Note: Business Timeline 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
You’ll see a tile for the Total Issued amount.
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.
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 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.
Business by Advisor tab
Switch to this tab and you’ll find tables showcasing the business metrics associated with each advisor.
Tabular representation of advisors and issued amount
This table shows the total amount each advisor is handling. You can see these columns:
- Advisor Name: The name of the advisor managing the amount.
- Amount Issued: The actual amount issued by the client.
The last row is for the Grand Total which is the sum of all the numbers in the Amount Issued column.
Amount Issued by Advisor in a bar graph
This bar graph shows the total investable amount issued and the financial advisor managing it.
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 Advisor Per Source
This table showcases the main channels that your leads are generated from. The columns here represent financial advisors managing the leads that come from certain sources. This enables you to view the channels that bring the most amount value.
Business by Type tab
This report 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. You can see these columns:
- Business Type: The name of the insurance/AUM product.
- Amount Issued: The actual amount issued by the client.
The last row is for the Grand Total which is the sum of all the numbers in the Amount Issued column.
Amount Issued by Business Type in a bar graph
This bar graph shows the total investable amount issued for a specific insurance/AUM product.
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 that bring the highest money flux.
Tabular representation of List of Accounts
By the end of these three tabs, you’ll find a table with different columns each representing the elements 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 financial 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.
Business Timeline tab
This is the default tab you’ll see when accessing the Issued Productions report. This tab displays the amount issued by the actual date.
Tabular representation of amount issued by month
At first, you see a table with columns to show the month and the amount issued for that month. The end row displays the grand total of the amount issued.
Bar graphs
You’ll see different bar graphs in this report to showcase the issued amount by year, month, and week.
Monthly Commutative Amount Issued – Current Year vs Previous Year
This graph presents the total amount issued each month of this year and shows a comparison with the corresponding amount from the previous year.
Issued by Month
This graph shows the amount issued each month.
Issued by Week
This graph shows the amount issued each week of a month.
This Week (Starting Monday)
This graph shows the daily disbursement amount for the current week.
Last Week (Monday to Sunday)
This is where you’ll see the daily amount issued for the past week.
