Sales
Dashboards
Module

Sales Dashboards give a comprehensive and intuitive overview of insurance sales agent sales performance and experience the power of real-time insurance data.
Unlock The Sales Dashboards Potential

Key business
advantages

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Customized insurance sales reports
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Online KPIs tracking
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Dynamic real-time data insights
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Drill down functionalities
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Sales Dashboards Module

Provide your Insurance Sales agent with online sales reports

Sales Dashboard Decerto
Our solution for insurance industry presents visually appealing dashboards that depict insurance sales agents' activity, commissions, and performance using real-time data.
Analytics module allows your insurance agents to aggregate data by enabling users to drill down to a single insurance sales agent, insurance products, client.
The system collects all data representing sales results subdivided into insurance products, regions, branches and time periods.
Customize Insurance reports to
meet your needs
The dashboards can be customized according to your insurance sales processes and reporting insurance policies, giving users space for their own configurability.
Different roles and access rights can be easily defined, so you can decide what your insurance agent, managers and other participants can see.
Customize reports to find relevant data
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Enable your Insurance agent to follow Key Performance Indicators (KPIs) online

Dashboard with key performance indicators (KPIs)
The platform offers dashboards and data visualization tools to help monitor insurance sales teams results and performance metrics.

This is one of the many modules
you can implement within our powerful Insurance Agent Portal

Technology facilities

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High level of security
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Application running in the Amazon Web Service
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Access from any device
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Multilingual, customizable interface
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Protection against intrusion
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Frequently
asked questions
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more