Sales Dashboard
Direct sales performance, channels and recognition
412
New Leads (MTD)
24.6%
Conversion Rate
₹38.6L
Premium Booked (MTD)
186
Proposals Sent
Sales Funnel
412
Lead
318
Need Analysis
256
Eligibility
204
Quote
168
Product Fit Report
124
Proposal
184
Website Leads
62
Online Conversions
₹9.8L
Online Premium (MTD)
Online Sales Trend
Last 12 weeks
Online Channel Mix
Partner Sales Network
| Partner | Tier | Premium Sourced | Policies |
|---|---|---|---|
| Capital Insurance Brokers | Platinum | ₹4.2L | 62 |
| Horizon Financial Services | Gold | ₹3.1L | 48 |
| Nexora Advisory | Gold | ₹2.8L | 41 |
| Suncrest Partners | Silver | ₹1.9L | 29 |
| BlueArc Insurance Hub | Silver | ₹1.6L | 24 |
Geographic Performance
North
₹14.2L
South
₹11.6L
East
₹7.4L
West
₹9.8L
Team Performance
| Sales Rep | Leads Handled | Conversions | Premium Booked | Rank |
|---|---|---|---|---|
| Aditi Sharma | 68 | 19 | ₹6.2L | #1 |
| Rahul Verma | 61 | 17 | ₹5.4L | #2 |
| Megha Joshi | 58 | 15 | ₹4.8L | #3 |
| Sanjay Gupta | 52 | 13 | ₹4.1L | #4 |
| Neha Kulkarni | 47 | 11 | ₹3.6L | #5 |
Insurer Performance
| Insurer | Policies Sold | Premium | Market Share |
|---|---|---|---|
| LIC | 412 | ₹14.2L | 28% |
| HDFC Life | 318 | ₹11.8L | 22% |
| ICICI Prudential | 256 | ₹9.4L | 18% |
| Max Life | 204 | ₹7.6L | 14% |
| SBI Life | 186 | ₹6.8L | 12% |
Sales Performance Review
+8.4%
MoM Growth
+15.2%
QoQ Growth
92%
Target Achievement
Review Highlights
Sales team exceeded MTD target by 4.2%.
Online channel contribution grew to 18% of total bookings.
Term Protector™ continues to be the top-selling product.
Live Sales Contests
Monsoon Surge Contest
Premium Booked
New Prospect Sprint
Leads Converted
Term Protector™ Push
Policies Sold
Sales Rewards & Recognition
Aditi Sharma
Top Performer of the Month
Rahul Verma
Rising Star
Megha Joshi
Best Conversion Rate
Sales Alerts
High Priority
12 leads pending follow-up beyond 48 hours.
Medium Priority
3 proposals expiring within 2 days.
Low Priority
Monthly target review due tomorrow.
Sales Reports
Monthly Sales Report
Updated 2 hrs ago
Partner Commission Report
Updated 1 day ago
Lead Source Analysis
Updated 2 days ago
Insurer-wise Performance
Updated 3 days ago