The whole agency on one page

Monthly agency numbers are often pasted together from spreadsheet exports and are out of date by the time they are ready. This demo shows two standard Salesforce dashboards, a producer scorecard and a sales leader dashboard, filtered by office in one click, with every chart opening into the deals behind it.

Overview

This video is for sales leaders and regional managers at an insurance agency. In many agencies the monthly numbers are exported from each system and pasted together by hand, so they are out of date by the time anyone reads them. This video shows standard Salesforce reports and dashboards, not an AI agent.

What you'll see

A sales leader at a large independent agency with two regions and fourteen offices opens two dashboards. The producer scorecard shows the agency against this year's goal on a gauge with red and green bands, every producer against their own goal, and revenue split into recurring and one-time. The sales leader dashboard shows pipeline, forecast and the whole book of business, along with a sales minimum that applies to every producer and the one producer who is short of it. She filters by one office and every chart follows: the region, that office's open deals by stage, and the producer who works them. One click on a stage opens the deals behind the bar, and turning on detail names each deal with its client, type, closing date and amount.

How it works in Salesforce

Both dashboards are built from standard Salesforce reports on opportunities, goals and the book of business, configured by PS Advisory for an agency's measures, such as goal attainment bands, a sales minimum and recurring versus one-time revenue. In this demo the book of business comes from two different agency management systems and appears on the page as one book. The dashboards only read data; nothing is changed or written.

Where people stay in control

Leaders choose the filters and drill into the underlying deals themselves. There is nothing to approve because the dashboards make no changes and draft nothing.

Configured for your organization

PS Advisory sets up the reporting pack as a starting point, so the agency does not have to build its scorecard from scratch. The goals, minimums, revenue categories, offices and regions are configured to match how your agency measures its producers.

Live Salesforce screens. Client data is simulated.