Book Of Business Dashboard Report 

Report showing Policy Count for various categories like 

• Discovery method
• Risk Location 
• Carrier 
• Age Group

Tips

• You can click on any of the fields within the visuals and the report will recalibrate with only those results showing.  For example; if you wanted to look at Policy Count by Age Group you would click on that part of the visual and the whole report will update to show those results, like in this image below, as we have selected Policy count by Age Group 30-34, the results will update on the whole report for that category.

• Sales breakdown (visual at the bottom of the report) breaks down Sales by province and policy type.
• Use the slicers BEFORE exporting a report as failing could result in a huge report which does not provide the key information you need and can take excessive time.

• If you forget which criteria you used in the slicers and want to reset to all again, and re filter.  Just select the Reset to Default option, which appears at the top of the screen and looks like this:

• There are more options at the top of the screen for you to use, including Export, if you wanted to export to a PDF, PowerPoint or Excel format.