Pilotez votre activité au quotidien : KPIs, courbe de production et alertes intelligentes.
Le Dashboard est la page d’accueil de votre espace : il consolide en temps réel vos indicateurs commerciaux, financiers et de conformité pour vous donner une vision claire de votre activité de courtage.
Dashboard Assurevo : KPIs, courbe de production et alertes
Les cartes du haut résument la période sélectionnée : chiffre d’affaires, commissions encaissées et à venir, contrats signés, leads entrants. Cliquez sur une carte pour ouvrir la liste détaillée correspondante.
Les indicateurs sont calculés à partir de vos données réelles : souscriptions, bordereaux rapprochés et pipeline. Vous choisissez la période (mois, trimestre, année) et comparez à la période précédente.
Commissions : encaissées, récurrentes, en attente de bordereau.
Production : nombre et montant des souscriptions par compagnie.
Pipeline : valeur pondérée des opportunités en cours.
Conformité : dossiers en attente de pièce ou de validation.
Le graphique central affiche votre production mois par mois, ventilable par famille de produits (assurance vie, PER, immobilier…) ou par compagnie. Survolez un point pour obtenir le détail du mois.
La colonne de droite remonte les événements qui demandent votre attention : un profil investisseur qui expire, un bordereau en écart, une signature en attente depuis plus de 7 jours, un lead sans relance. Chaque alerte est cliquable et mène directement à l’action à réaliser.
Épinglez vos KPIs favoris en haut du Dashboard : cliquez sur l’icône en forme d’épingle sur n’importe quelle carte.
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