Finance · Finance
Policy Analysis
This dashboard provides a detailed policy sales overview, focusing on conversion rates, tracking quote and purchase conversion rates and visualizing monthly trends. This tool is essential for sales managers and brokers to evaluate the performance of account managers and clients, identify opportunities for improvement, and optimize their sales strategies. It provides an overview of key metrics across different dimensions through three different views: Account Manager, Product and Location.
Questions this dashboard answers
- What is overall conversion rate for policy quotes and purchases?
- How does policy quote and purchase volume trend month-over-month?
- Which account managers and clients have the highest and lowest premium conversion rates?
At a glance
Built withTableau
SectorFinance
Views115
Published2026
financeinsurance
Powered by Tableau
Questions this dashboard answers
- What is overall conversion rate for policy quotes and purchases?
- How does policy quote and purchase volume trend month-over-month?
- Which account managers and clients have the highest and lowest premium conversion rates?
At a glance
Built withTableau
SectorFinance
Views115
Published2026
financeinsurance
