Dashboard Overview

Dashboard Overview

• As a Business Owner, an Adviser or an Adviser Manager, once you're logged in, you will be directed to your 'Dashboard'. This page will show summary of the widgets you prefer to see.

Running along the top, there is a Taskbar that allows you to;

• • Switch between Dashboard, Leads, Clients / Businesses, Pipelines, Activities and Company Documents

  • Search Bar: Search for clients using client name, policy, loan or member number, email address or phone number (quick search, rather than going through the Client Search page)

  • CRM Settings: 

    • If you are a Business Owner, you can view your Business Dashboard - this will allow you to alter CRM settings, as well as add and manage users. Refer to 'Business Dashboard' sheet for instructions on how to alter this information as a Business Owner.

    • Log out of the CRM.

Goal Tracks

• There are six types of this widget - L&R Insurance CY (Calendar Year - January to December), L&R Insurance FY (Financial Year - April to March), KiwiSaver, Mortgage and two F&G Goal Tracks: Domestic & Commercial.

• The Goals for these widgets can be set within the User Profiles under 'Business Dashboard'. Please refer to this page for instructions on how to edit these (if you don't have access to this, you may have to ask your Business Owner to amend for you)

• L&R Widgets: Inforce Policies written by you, as the adviser, with a Start Date within the current Calendar or Financial Year. 

• KiwiSaver Widget: Complete Funds with  a Start Date within the current Calendar Year.

• Mortgage Widget: Current Mortgage and Drawn Down/Settled Loans written by you, as the adviser, with a Drawdown Date of the current Calendar Year

• F&G NB Commercial: Inforce Policies written by you (Adviser) with the First Policy Date within the calendar year where the policy type is on commercial.

• F&G NB Domestic: Inforce Policies written by you (Adviser) with the First Policy Date within the calendar year where the policy type is on domestic.

Activities

• By clicking on the Date, Activity Name or Client Name, this will take you through to Activity on the corresponding client's file. 

• Use the Date box to select the date range you'd like to show - this automatically defaults to all Pending Activities due in the last 2 weeks. 

• Use the Calendar Icon to schedule a new activity - this will bring an Activity pop-up. 

Creating a New Activity

• Activity Type : A dropdown selection of Activities you can indicate is available. Dropdown can be amended in the settings. Reach out to Tech Support if you'd like to customize your Activity Type selection. 

• Assigned To: You may elect someone and have this activity assigned to them. The dropdown list will show the list of Advisers loaded  or has access to the CRM.

• Client: Once completed, links to the client file will automatically update any changes to the client's activity timeline. This feature is marked as optional, allowing you to search for client names uploaded to the system.

• Meeting: There are three types of meetings available for selection. If selected, the method of conducting the meeting will be recorded in the reports.

• Location: This option is only available when 'In Person' is chosen as the meeting type.

• Link To Calendar: This updated feature allows you to link the Activity to your Google Calendar / Outlook Calendar. Just tick the box.

• You can Complete or Cancel the Activity by ticking the Completed box or clicking the Cancel Icon. This will remove the Activity from the Dashboard and add a note under the corresponding client file. 

API Stats

• There are five versions of this widget - CY (Calendar Year - January to December), FY (Financial Year - April to March), Quarterly, Monthly and Weekly. 

• This tracks your Submitted, Issued, Cancelled and Net API over the noted time period. The Annual Widgets also calculate API Completion Rate & App Completion Rate.

• Submitted API: Policies written by you, as the adviser, with a Submitted Date within the noted time frame. 

• Issued API: Inforce Policies written by you, as the adviser, with a Start Date within the noted time frame. 

• Cancelled API: Policies written by you, as the adviser, with a Cancellation Date within the noted time frame

• Net API: Issued API less Cancelled API

• API Completion Rate: Percentage of Submitted API that is issued.

• App Completion Rate: Percentage of Submitted Policies that were issued. 

Book Breakdown

• This tracks the stats of your top six Providers (based off your book) and the Total Inforce API, Issued API, Cancelled API and Persistency with those company's over the last 12 months. 

• Provider: Your top six Providers are listed and the rest are added together under 'Other'

• Total Inforce API: Total value of L&R Insurance policies that are inforce and were written by you

• Issued API: Inforce Policies written by you, as the adviser, with a Start Date within the noted time frame. 

• Cancelled API: Policies written by you, as the adviser, with a Cancellation Date within the noted time frame

• Persistency: Your Persistency calculated within 1 decimal point. 

Adviser Stats

• This tracks your Stats (or, if you're a Business Owner, it can track all your Adviser's Stats) over the noted date range. 

• Use the Date box to select the date range you'd like to show - this automatically defaults to information within the current quarter

• Submitted API: Policies written by you, as the adviser, with a Submitted Date within the noted time frame. 

• Issued API: Inforce Policies written by you, as the adviser, with a Start Date within the noted time frame. 

• Cancelled API: Policies written by you, as the adviser, with a Cancellation Date within the noted time frame

• KiwiSavers: Completed KiwiSavers within the noted time frame.

API Rolling 6 Months / 12 Months

• A graph showing L&R Stats over the last six months, including the current month.

• Submitted API: Policies written by you, as the adviser, with a Submitted Date within the noted time frame. 

• Issued API: Inforce Policies written by you, as the adviser, with a Start Date within the noted time frame. 

• Cancelled API: Policies written by you, as the adviser, with a Cancellation Date within the noted time frame

• The graph with broken lines indicates the API stats from each of the month of the previous year.