Dashboards & Goals
Daily home briefings, sales analytics with medal leaderboards, and agency goals that keep the monthly target visible.
OfficeHubb turns your agency's activity into dashboards your team will actually look at — a daily briefing on Home, sales analytics with leaderboards, and agency goals that keep the month's target in front of everyone.
Your Home briefing
The Home page opens with a daily grid of panels picked for you: a short "Today's read" briefing, scorecards, trends, recent sales and forms, your Google reviews at a glance, and the occasional observation the numbers surfaced overnight.
Panels are role-scoped — the owner sees the agency view, a producer sees their book, service sees service — and they rotate daily so the page stays fresh instead of becoming wallpaper.
The Sales dashboard
Available on every plan, under Insights in the sidebar:
- This month's premium and policies, up top.
- Premium chart — week, month, and year views of production.
- Leaderboards — top three with gold, silver, and bronze medals across premium, policies, new business, Google reviews, and leads converted. The owner picks which boards are on.
- Breakdowns — production by agent and product, plus donut charts for carrier, product, and customer mix.
- Recent sales, live as they're logged.
The owner can rearrange the widgets, and filters (agent, date range) let you slice any view. If your agency uses an AMS, a nudge shows how many sales still need filing there.
Team privacy is the default: rankings and per-agent numbers are visible to owners and managers; staff see agency-level trends and their own performance.
Leads and team dashboards (Growth and up)
- Leads — form volume and completion, lead sources, trends over time, and a form leaderboard.
- Agent (owners and managers) — a team adoption matrix showing who's using what, per-teammate quota progress with on-pace/off-pace status, and a cost-vs-return calculator for staffing decisions.
Agency goals
The owner sets up to two goals for the agency — a premium goal (dollars this month) and a product goal (policies of a chosen type, any policy, or vehicles) — and chooses whether hitting either or both counts.
- Goal rings on the Sales dashboard fill from red to green to a satisfying past-100% cyan, with a growth-vs-last-month line underneath.
- Hourly reminders — a small progress pill slides down for everyone about once an hour, keeps the target visible for a few seconds, and gets out of the way.
Goals reset each calendar month. Progress counts sold business — rejected sales never inflate the ring.