Hour threshold alert
The following team members are approaching or exceeding their weekly limit.
Assignments
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Active Team
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Locations Served
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Near Threshold
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Over Threshold
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Location Coverage
Actual days covered versus your required minimum.
Schedule grid
Click + in any cell to assign. Chips show the location and duration.
Core / Auto
Personal Lines
Commercial
Employee Services
All Lines
| Team Member | Hours | Branch | Mon | Tue | Wed | Thu | Fri | Sat |
|---|
Avg Conversion
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Top Location
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Below Target
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Policies Sold
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Detail view
Every product across every location, measured against target.
| Location | Product | Rate |
|---|
Update data
Log a new data point for a location and product.
Leaderboard
Ranked by policies sold this period.
| # | Team Member | Branch | Days Out | Locations | Policies | Rate | Hours |
|---|
Log sales results
Link sold policies and opportunities to a team member.
Add location
All locations
Edit required days inline. Changes update coverage immediately.