Office Dashboard v6.5 test

Office Summary LAST WEEK

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Inbound

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Outbound

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VM%

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Total Quotes

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Total Apps

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Total Issued

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Summary Math: Comparison percentages (▲/▼) show change vs. the previous week.

Apps & Issued by Product

Product	Apps	Raw New Auto	Other Auto	Issued

Table Math: Product totals are the sum of individual rows; "Other Auto" is (Auto Apps - Raw New).

Office Summary MTD

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Inbound (MTD)

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Outbound (MTD)

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VM% (MTD)

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Total Quotes (MTD)

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Total Apps (MTD)

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Total Issued (MTD)

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MTD Math: Comparison percentages compare the current month's Weekly Average to the previous month's Weekly Average.

Apps & Issued by Product

Product	Apps	Raw New Auto	Other Auto	Issued

MTD Actual + EOM Estimate PACE

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Product	Apps (MTD)	Apps (EOM Est)	Issued (MTD)	Issued (EOM Est)

EOM Est Math: (MTD Total ÷ Active Weeks) × 4.33 weeks per month. Empty months are excluded from math.

Office Trend LAST 6 WEEKS

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Chart Math: Bar heights show totals per week; line shows the trend of secondary metrics.

Team (TM) FILTERS

Toggle names to filter the scoreboards.

Filter Logic: Unchecking a name removes them from all table totals and averages.

TM Scoreboard LAST WEEK

Name	Outbound	Quotes (A/F/L/H)	Quotes Total	Apps (Auto)	Raw New	Other Auto	Apps (F/L/H)	Apps Total	Issued Total

Scoreboard Math: Individual product apps are summed to create "Apps Total." Issued counts use product-sum logic. Click headers to sort.

TM Scoreboard MTD

Name	Outbound	Quotes (A/F/L/H)	Quotes Total	Apps (Auto)	Raw New	Other Auto	Apps (F/L/H)	Apps Total	Issued Total

Ratios LAST WEEK

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Name	Calls : Quotes	Quotes : Apps	Apps : Issued	Total Efficiency (Calls:Apps)

Ratio Math: Calculations show "Quantity X required for 1 result." (Ex: 10:1 means 10 calls for 1 quote). Lower numbers are better.

Ratios LAST 5 WEEKS

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Name	Calls : Quotes	Quotes : Apps	Apps : Issued	Total Efficiency

Weekly Trends LAST 10 WEEKS

Office totals per week.

Date	Outbound	Auto Apps	Fire Apps	Life Apps	Health Apps

Weekly Math: Line charts show raw totals for the entire office per week.

Monthly Trends LAST 6 MONTHS

Grey stacks = Estimated EOM total based on current pace.

Month	Outbound	Auto Apps	Fire Apps	Life Apps	Health Apps

Monthly Math: Grey "ghost" bars project final results for the month based on current run-rate.

Office Summary LAST WEEK

Apps & Issued by Product

Office Summary MTD

Apps & Issued by Product

MTD Actual + EOM Estimate PACE

Office Trend LAST 6 WEEKS

Team (TM) FILTERS

TM Scoreboard LAST WEEK

TM Scoreboard MTD

Ratios LAST WEEK

Ratios LAST 5 WEEKS

Weekly Trends LAST 10 WEEKS

Monthly Trends LAST 6 MONTHS

Agent Detail: —

Performance Trend LAST 8 WEEKS