Pega Sales Automation for Insurance 7.22 reports
Pega Sales Automation for Insurance includes the core Pega Sales Automation reports and the additional reports that are described in this article. Use these reports to review information about your accounts, contacts, leads, opportunities, policies, and quotes, and to track sales activity, campaign results, and sales forecast metrics.
For information about additional reports that are available in all Pega applications, see Standard reports and categories.
To view a report, complete the following steps.
- Log in to Pega Sales Automation as a Sales Rep or Sales Manager operator.
- In the navigation pane, click .
- In the Public Categories section, click a report category and then select a report from the list.
Insurance reports
| Report name | Rule name | Report description |
|---|---|---|
| Show Policies by Agent | ShowPoliciesByAgent | All active (internal and external) business-to-business (B2B) and business-to-consumer (B2C) policies for the accounts owned by the logged in operator. |
| Show Policies by Reportee | ShowPoliciesByReportee | All active (internal and external) business-to-business (B2B) and business-to-consumer (B2C) policies for the accounts owned by the logged in operator's direct reports. If the logged in operator has no direct reports, no data is displayed. |
| Show Quotes by Agent | ShowQuotesbyAgent | All active (internal and external) business-to-business (B2B) and business-to-consumer (B2C) quotes for the opportunities owned by the logged in operator and any child opportunities of the accounts owned by the logged in operator. |
| Show Quotes by Reportee | ShowQuotesbyReportee | All active (internal and external) business-to-business (B2B) and business-to-consumer (B2C) policies for the accounts owned by the logged in operator's direct reports and any child opportunities of the accounts owned by the logged in operator's direct reports. If the logged in operator has no direct reports, no data is displayed. |