Reports
Check your numbers and your team's
Check your numbers
- Open Sales and go to the Reports tab.
- Set Timeframe to the period you care about.
- Read the eight numbers across the top.
| Number | What it is |
|---|---|
| Total ALP | Life premium from sales |
| Sales and Trial sales | How many of each |
| Trial ALP | Life premium from trial sales |
| Contact | Share of the leads you worked that you actually reached |
| Set | Share of the leads you reached that booked a sit |
| Show | Share of booked sits that turned up |
| Close | Share of presentations that sold |
Find where you're losing people
The funnel runs Worked, Reached, Appointments, Attended, Presentations, Sales. Read it top to bottom and the gap tells you what to fix.
- Lots worked, few reached: you are dialing at the wrong times, or the numbers are bad.
- Lots reached, few appointments: the conversation is not getting to the ask.
- Lots set, few attended: sits are not being confirmed beforehand.
- Lots presented, few sales: the presentation itself is not closing.
Compare your people
Set the grouping dropdown to Person and every chart on the page splits by agent. The other groupings answer different questions:
| Grouping | Answers |
|---|---|
| Person | Who is producing |
| Lead type | Which types are worth your time |
| State | Where you are selling |
| Source | Whether bought, referred, or uploaded leads convert better |
| Deck | Which presentation is closing |
Switch from Charts to Table for the same rows as sortable columns, which is the faster way to rank people on one number.
Narrow what you're looking at
Person limits the report to the people you pick. Lead type, State, Source, Outcome, and Language filter which leads are counted.
Entry is the one worth knowing about. Automatic is what the app recorded, Manual is what people keyed into their WAR by hand. Picking Automatic drops hand-entered work, which is how you check whether a team is working inside the app or reporting after the fact.
Every ratio on this page is calculated the same way the WAR calculates it, so the two cannot disagree.