Pega Sales Automation for Insurance dashboard widgets and reports
Pega Sales Automation for Insurance provides a set of insurance-specific dashboard widgets and reports that capture your sales data to give you a real-time view of the state of your business. Select the dashboard layout, widgets, and widget arrangement that you want to display on your personal dashboard. In addition to the Pega-provided reports, you can create your own reports in order to analyze the data that is most important to your organization.
Dashboard widgets
Pega Sales Automation for Insurance includes the core Pega Sales Automation widgets and the additional widgets that are described in this article. Use the interactive reports exposed in the widgets to review information about your accounts, contacts, leads, opportunities, policies, and quotes, and to track sales activity and outcomes.
The widgets specific to Pega Sales Automation for Insurance display information about opportunities, quotes, policy premiums, and insurance products.
The widgets available in Pega Sales Automation applications are described in the following table:
| Widget name | Widget description | Portals that include widget |
|---|---|---|
| Underwriter activity | A leaderboard that tracks performance from an underwriting perspective. The widget's tools help you to monitor the use of the underwriting resources and relationships that are integral to the success of your sales team. Sales reps are ranked based on opportunity and quoting data for the last six months. You can select the data display for the top 5 and bottom 5 sales reps. A sales rep can see the underwriter (UW) score of his peers (encrypted names) who report to the same manager. A sales manager can see the UW score of their direct reports. A sales manager can include territory data to see the UW score of the sales reps in their territory, including all direct reports and other sales persons (encrypted names) in the territory. From this widget, the sales manager and sales rep can run and export a report that shows the complete summary of underwriter activities. | Sales Manager, Sales Rep |
| Internal quote summary | A vertical bar chart summarizing the status and results of internal quotes for the last six months. Quotes are summarized by product and status, and the manager can filter by team member. The data table mode expands status categories to include pending UW and UW decline statuses. | Sales Manager, Sales Rep |
| Open opportunities without quote | A vertical bar chart of open opportunities with and without a quote. The opportunities are categorized into proposal and past-proposal stages. The manager can filter by team member. The data table mode filters for opportunities without quotes and presents the opportunity amount totals. You can drill down to the opportunities list and open individual opportunities. | Sales Manager, Sales Rep |
| Policy premium by product | A vertical bar chart of policy premiums for policies created in the last six months by product. The top five products based on premium amounts are displayed, the remaining products are consolidated, and a single value is displayed. The manager can filter by team member. In the data table mode, you can drill down to the policies list and open individual policies. | Sales Manager, Sales Rep |
| Quote count by competitor and product | A vertical bar chart of external quote count by competitor and product. Quotes for the last six months and up to four top competitors are presented. The manager can filter by team member. | Sales Manager, Sales Rep |
| Top 5 sales priorities | A list of the top five policy renewal and open sales opportunities by amount for the applicable territory. | Sales Manager, Sales Rep |
| Win/loss analysis | A stacked bar chart that shows won and lost opportunities by month, with win rate overlay. You can select the data display for all opportunities versus renewals. The manager can filter by team member. | Sales Manager, Sales Rep |
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.
For information about additional reports that are available in all Pega applications, see Standard reports and categories.
| 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. The report shows summary totals by account. You can drill down to view policy details. |
| 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. The report shows summary totals by account. You can drill down to view policy details. |
| 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. The report shows summary totals by opportunity. You can drill down to view quote details. |
| 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. The report shows summary totals by opportunity. You can drill down to view quote details. |
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