Reports & KPIs
Track performance. Drive growth. Keep REVA'S moving forward.
Agency Overview
Sales
Renewals
Service
DOT
Employee Scorecards
$
Revenue
$38,420
▲ +12% vs. Aug 2026
📄
New Policies Bound
18
▲ +29% vs. Aug 2026
👥
Renewal Retention
91%
▲ +4% vs. Aug 2026
🚚
DOT Services Completed
64
▲ +23% vs. Aug 2026
🕒
Avg First Response
18 min
▼ -28% vs. Aug 2026
⚠️
Open Overdue Work
7
▲ +40% vs. Aug 2026
Employee ScorecardsSAMPLE DATA - For demonstration purposes only.
| Employee | Role / Focus | Key Metrics (Sep 2026) | Target vs Actual | Performance | vs. Aug 2026 |
|---|---|---|---|---|---|
K Karina | Trucking New Business | Leads: 42 | Conversations: 28 | Applications: 16 Quotes: 22 | Policies Bound: 6 | Written Premium: $42,600 Agency Revenue: $8,520 | Follow-up SLA: 92% | 6 / 8 policies75% | On Track | ▲ +20% |
N Nataliia | Trucking Renewals | Renewals Assigned: 16 | Completed: 14 | Retained: 13 Retention: 93% | Renewal Premium: $18,700 Cross-sell / New Business: 3 | Overdue: 1 | 13 / 14 renewals93% | Exceeds Target | ▲ +8% |
Revenue by Division SAMPLE DATA
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New Business Funnel SAMPLE DATA
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Renewal Retention SAMPLE DATA
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DOT Services SAMPLE DATA
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Workload & Overdue SAMPLE DATA
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Lead Source ROI SAMPLE DATA
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