Reports

Your scorecard, portfolio, and lead activity at a glance

Policies Sold (MTD)

37/46+8%

80% of monthly target

Premium Collected

$11,540+12%

Target $14,100

Commission Confirmed

$1,840

Paid this cycle

Commission Pending

$620

Free-look $280 · Awaiting $340

Target vs. Achievement

Policies sold and premium collected vs. monthly target, by product

Credit Life

Policies18 / 2282%

Premium$4,860 / $6,00081%

Savings Protector

Policies9 / 1090%

Premium$3,420 / $3,80090%

Boribo (Endowment)

Policies6 / 875%

Premium$2,280 / $2,90079%

Term 20

Policies4 / 667%

Premium$980 / $1,40070%

Monthly trend

Mar

$2,680

Apr

$3,120

May

$2,640

Commission Earned & Pipeline

Confirmed payouts vs. pending — free-look and awaiting insurer confirmation

Confirmed

$1,840

Paid out this cycle

In Free-Look

$280

Locks in after 15-day window

Awaiting Insurer

$340

Pending Manulife confirmation

Conversion Funnel

Leads → Quotes → Proposals → Issued — find your drop-offs

1. Leads124 · 100% reached

2. Quotes82 · 66% reached↓ 34% drop

3. Proposals54 · 44% reached↓ 34% drop

4. Issued37 · 30% reached↓ 31% drop

Product Mix

Distribution of policies sold — flags over-concentration risk

Credit Life18 policies49%

Over-concentration — diversify

Savings Protector9 policies24%

Boribo (Endowment)6 policies16%

Term 204 policies11%