Agency Dashboard tool
The dashboard has a login screen and roles as follows: Admin, Manager (able to aggregate reports from multiple locations), User (assigned to single office but can change offices). it contains mainly the following features:
1) Time clock adjustment form (Name, office, Manager name, Date of adjustment, Time to adjust)
2) Hourly report (Name, Time, Walk-In( Quote, Sold, ratio), Phone-In( Quotes, Sold, ratio), Total Quotes, Total Sold , Total Ratio.
3) Daily Report – Automatic aggregated report of all hourly reports by employee and by office
4) Display Metrics – Office Policy Goal (set by admin), Percentage of Goal Reached, Office Fee Goal (set by admin), Percentage of Goal Reached