This article explains the metrics shown on the SureLC Dashboard page. The dashboard is made up of the following four sections. Review the information below to learn how to access the dashboard and about the information shown in each section.
1. Contract requests breakdown by stage
2. Agency workers performance chart
3. Active producers resident license distribution
How to Access the Dashboard
Step 1: Login to SureLC as an agency admin.
Step 2: Select the Dashboard icon at the top of the navigation menu.
Dashboard Example
1. Contract requests - breakdown by stage
This section shows the total number of pending contracts at the different stages of the contracting workflow for the selected period (for this example it's for the last month). The colors show additional details about the age of the pending contracts. Color codes are used to show how long each of these contracts have been at the current stage.
| Producer | This column shows the number of pending contracts at the producer stage. The color code indicates how long the contracts have been at this stage. The example above it shows that there is one contract that has been at the producer stage for less than 2 days. |
| BGA | This column shows how many pending contracts are currently at the BGA stage. The example above shows there are 18 pending contracts with 11 at this stage for over 2 weeks, 5 at this stage within the last week, and 2 within the past 2 days. |
| Signature | This column shows how many contract requests (request reviews) that were sent but have not yet been completed and signed by the producers. Color codes indicate how long they have been at this stage. |
| Completed | Shows the total number of contracts that have been marked completed for the selected time period. |
| Discarded | Shows the total number of discarded contracts for the selected period. |
Additional options - Select any of the following icons shown to the right within each section to change the view and/or to save the section info as an image file.
2. Agency workers performance chart
This section shows the total number of pending contracts at different stages of the contracting workflow by agency worker. Hover over any of the rows with your mouse for more information.
Use the icons to the right to change the view or to export the chart as an image file.
3. Active Producers resident licenses distribution
The U.S. image map shows the total number of producers by resident license state. Hover over any state to see how many of your producers have a residential license in that state. The heat map shown to the right provides additional information. In the following example, the most populous producer resident license state is Texas. Use the icons highlighted on the top left to switch to a table view, restore the original view, or download an image file (PNG).
4. Recruiting
This section shows the total number of agents who were recently onboarded. Details show the # of producers who were registered, completed their profile, and started contracting for the specified time period (for this example over the past month). Color codes are also used to show how many producers were registered, completed their SureLC profiles, and started contracting. Use the icons shown to the right for more options.
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