Sales Reporting & Goals
Monitor your agency's performance and motivate your team
Agents from the top companies trust Pluto, from scratch agencies to national brands
SALES REPORTS
Unlock business growth
Use the data at your fingertips to make smart business decisions in your agency. In business, time is money. Pluto’s sales reports deliver the insights your need to direct your efforts where they matter most.
- Access key metrics on your dashboard
- Track sales reports by day, week, or month
- Track premium, policies sold, and line of business
GOAL SETTING
Challenge your team
Salespeople are naturally competitive, but as an agency owner it’s crucial to set measurable goals for your team. These goals will provide motivation, accountability, and ensure that your agency stays on track.
Once you’ve set a goal for a team member, Pluto tracks their progress automatically. Each team member ‘s performance will be displayed both in reports and prominently on the home dashboard. This provides clear visibility so everyone knows where they stand.
Frequently Asked Questions
Can Pluto track progress towards a Sales Goal?
Of course! Once a goal is set, Pluto will automatically track an agent’s progress toward that goal. Each morning when your agent comes in they’ll see a clear breakdown of their goal, their current progress, and where they need to finish the day to stay on pace.
Can I track how my producers stack up against each other?
Yes. Pluto gives you the ability to track the performance of each producer and also how they stack up against others in the agency.
Can I track my teams outbound activity?
Yes. We make it easy to track all outbound activity like the number of emails or texts sent in a month, the number of phone calls made or received, and more.
Can I export my reports?
Yes. You can view the reports inside your Pluto account or export them as either a CSV or PDF.
Can I track sales per line of business?
Yes. You can track sales per line of business broken down by both premium and policy count.
