Sales & Revenue
Sales Tracking That
Actually Works
Multi-policy logging, real-time dashboards, 23+ carriers, and CSV export — stop tracking sales in spreadsheets and start seeing the full picture.
Real-Time Sales Dashboard
Interactive charts showing premium, policies, trends, and team performance
Multi-Policy Sale Logging
Log multiple policies per sale with carrier, policy number, effective date, premium, and product type. Support for new, existing, and rewrite customer types.
23+ Carriers Built In
Select from a pre-loaded list of 23 insurance carriers when logging sales. Used across sales reporting, form dropdowns, and AI chatbot responses.
Interactive Dashboards
Real-time ECharts visualizations showing premium by product, agent performance, monthly trends, and customer type distribution. Filter by date range, user, team, product, and customer type.
Sale Records Management
Full table of all logged sales with inline filters, inline editing via modal, delete with confirmation, and one-click CSV export for external reporting.
Sold Gating Rule
Pipeline cards cannot move to the Sold stage without a linked sale report. This guardrail ensures every closed deal has accurate data attached.
Service Team Credit
Assign service team credit on sales to recognize the retention staff who keep clients coming back. Visible on sale records and reports.
Role-Based Permissions
Agent and Management roles can edit and delete any sale. Sales and Service roles can view and log their own. All changes are audit-logged.
Start tracking every sale
No more spreadsheets. Log your first sale in under a minute.