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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. You can select the dashboard layout, widgets, and widget arrangement that you want to display on your personal dashboard. You can also create your own reports, in addition to the Pega-provided reports, 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.

To view available widgets, complete the following steps:

  1. Log in to Pega Sales Automation as a Sales Rep or Sales Manager operator.
  2. On the Dashboard, click the Gear icon .
  3. In the Edit dashboard pane, in the Widgets section, in any Slot, click the Add widget(s) icon.

The widgets available in Pega Sales Automation applications are described in the following table:

Widget nameWidget descriptionPortals that include widget
Underwriter activityA 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 representatives are ranked based on opportunity and quoting data for the last six months.Sales Manager
Internal quote summaryA vertical bar chart summarizing the status and results of internal quotes for 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
Open opportunities without quoteA 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 Rep
Policy premium by productA 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 and 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
Quote count by competitor and productA 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
Top 5 sales prioritiesA list of the top five policy renewal and open sales opportunities by amount for the applicable territory.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.

To view a report, complete the following steps.

  1. Log in to Pega Sales Automation as a Sales Rep or Sales Manager operator.
  2. In the navigation pane, click Reports.
  3. In the Public Categories section, click a report category and then select a report from the list.
Report nameRule nameReport description
Show Policies by AgentShowPoliciesByAgentAll 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 ReporteeShowPoliciesByReporteeAll 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 AgentShowQuotesbyAgentAll 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 ReporteeShowQuotesbyReporteeAll 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.

Published November 9, 2017 — Updated April 12, 2019


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