Whitespace & Health

Natalia Miteva

The Information Lab

This dashboard provides an overview of insurance product sales and identifies opportunities within the existing client base. It visualizes which clients have which products, making it easy to spot where new sales can be made. This tool is essential for sales managers and account managers to quickly identify cross-selling opportunities, prioritize clients, and develop targeted sales strategies. The first tab of this dashboard provides an example of whitespace analysis. It uncovers gaps and sales opportunities across clients and products. The second tab explores client health with performance parameters allowing the user to define priorities.