Dashboard
Total Active Leads
47
+12%this month
Quoted This Month
23
+8%vs last month
Sold / Enrolled
11
+18%this month
Conversion Rate
23.4%
+2.1%vs last month
Pipeline Overview
57 total leads across all stages
New Leads14
Follow Up18
Quoted8
Sold / Active11
Not Interested4
Archived2
Recent Activity
JR
Quoted Medicare Advantage plan for James R.
2h ago
SK
Moved Sarah K. to Sold / Active
4h ago
MT
New lead added: Michael T.
Yesterday
LM
Generated PDF quote for Linda M.
Yesterday
RJ
Enrolled Robert J. in Progressive Auto
2 days ago
Recent Leads
Latest 8 leads in your pipeline
| Name | Type | Status | Last Contact | Monthly Income | |
|---|---|---|---|---|---|
JR James Richardson | Medicare | Quoted | Sep 23 | $3,200/mo | View |
SK Sarah Kowalski | ACA / Marketplace | Sold / Active | Sep 22 | $4,800/mo | View |
MT Michael Torres | P&C | New Lead | Sep 23 | $5,500/mo | View |
LM Linda Martinez | Medicare | Follow Up | Sep 21 | $2,900/mo | View |
DC David Chen | ACA / Marketplace | Follow Up | Sep 20 | $6,200/mo | View |
PW Patricia Williams | Medicare | Not Interested | Sep 19 | $3,800/mo | View |
RJ Robert Johnson | P&C | Quoted | Sep 22 | $4,100/mo | View |
AF Angela Foster | Health | New Lead | Sep 23 | $3,500/mo | View |