Analytic (Excel) Reports - Reports Included with SmartOffice

Overview

SmartOffice provides several predefined analytic reports to help users get started quickly. These reports cover different business functions and can be customized through Excel templates.

Report Categories

Activity Tracking

• Activity History Excel Report: Shows activity history by action date, outcome and carrier
• Activity Statistics Excel Report: Displays activity and outcome information

Contact Management

• Address Excel Report: Organizes contact addresses by state, ZIP code, country, and region
• Birthday Excel Report: Lists contact birthdays by month
• Contact Excel Report: Provides general contact information for analysis
• Activity Profit Analysis Excel Report: Shows activities and time spent on them

SmartLeads

• Leads Excel Report: Displays lead information
• Leads History Excel Report: Shows lead status history

SmartOpportunities

• Opportunity Excel Report: Analyzes opportunity data
• Opportunity History Excel Report: Tracks opportunity status changes

SmartCommissions

• Agency Gross Revenue Excel Report: Reports premium and commission information

SmartRecruiting

• Recruiting Analytics Excel Report: Analyzes candidate information

SmartWholesaler

• Wholesaler Production Analysis Excel Report: Shows sales rep production data

SmartPolicies

• Cycle Time Excel Report: Displays carrier averages and detailed metrics
• Placement Ratio Excel Report: Shows contact and ratio counts