Final Expense CRM | Lead Management Dashboard

Final Expense Dashboard

To
📞 Voice Status: Connecting...

Total Commissions

$45,827

+12.3%

Active Policies

1,247

+8.5%

New Leads

284

+15.2%

Policy Sales & Lead Conversions

Policies Sold
Lead Generation

Top Performing Policies

  • 💼

    Whole Life - $25K Coverage

    47 policies sold
    $18,750
  • 🛡️

    Term Life - $15K Coverage

    32 policies sold
    $12,450
  • 📋

    Burial Insurance - $10K

    28 policies sold
    $8,900
  • 🏥

    Simplified Issue - $20K

    19 policies sold
    $7,650
1,860 /3k Target
Order In Period
Active Users
200

Pages views per day

25 June

26 June

27 June

30 Jun, Tue
Big Billion Day Sale
09 July, Mon
5% Off on Mobile
15 Aug, Sun
Electronics Sale
26 Oct, Thu
Fashionable Sale
25 Dec, Fri
5% Off on Cloths

Popular Categories

Mobile
Laptop
Electronics
Others
Date Customer Status Total
01 Jun 2020
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Maggie Potts

Completed

$104.98
02 Jun 2020
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Kevin Adkins

Completed

$233.00
05 Jun 2020
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Max Lynn

Pending

$150.01
06 Jun 2020
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Danniw Yatt

Cancelled

$199.99

City Orders Statistics