Smart Workflow has pre-built reporting within the system that will allow you to view statistics on the different policies within your account as well as your activity over a defined time frame.
You can access these reports by clicking “Dashboards”.
Reports in Smart Workflow are broken out by the different policy types in your account. Across all reports, you can view dashboards for the following:
- Leads by Status
- Leads by Source
- Bound Policies by Month
- Policies expiring in the next 60 days
You can select the different reports by clicking the drop down menu:
If you would like to drill into the individual reports you can click the metric you would like to view on the chart displayed. Doing so will show you the individual records related to that report.