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👥
0
Total Leads
↑ 18% this month
📄
0
Active Policies
↑ 7 new this week
💰
LKR 0
Total Premium
↑ 11.2% vs last
🎯
0%
Conversion Rate
↑ 3.1% this week
💳
LKR 0
Est. Commission
↑ 9.4% this month
🔗 Quick Links
👥
Leads
🤝
Clients
📄
Policies
🔔
Claims
✏️
Endorsements
📈
GraphBoards
🔥 Recent Leads
✅ Tasks Today
📊 Business by Product
⚡ Recent Activity
🎯 Monthly Target
📅 Today's Meetings & Follow-ups
📈 GraphBoards · BI Analytics
🔍 Click any chart or bar to drill down
📊 Monthly Revenue vs Target
Click a bar to drill into that month
💰 Commission Trend
Click a bar to see monthly breakdown
🥧 Product Mix
Click a segment to see leads for that product
🔽 Lead Funnel
Click a stage bar to see those leads
🏆 Top Insurers
⚠️ Expiring Policies
⭐ Performance Score
📊 Policy Status Distribution
Click a bar to see those policies
🏆 Top Clients by Premium
Click a client to see their policies
💳 Per Policy Commission Breakdown
| Policy No. | Client | Product | Net Premium (LKR) | Comm. Rate | Base Commission | Bonus % | Bonus Amt | Total Earning | Status | Action |
|---|
Drill Down
👥 Leads Management
| ID | Lead | Product | Est. Premium | Status | Priority | District | Follow-up | Actions |
|---|
🤝 Client Management
| Client | District | Policies | Products | Total Premium | Since | Actions |
|---|
📄 Policy Management
| Policy No. | Client | Product | Plan | Insurer | Sum Insured | Premium (LKR) | Expiry | Status | Actions |
|---|
🔔 Claims Management
| Claim No. | Client | Product | Claim Amount (LKR) | Incident Date | Filed On | Status | Insurer | Actions |
|---|
✏️ Endorsements
| Endorse No. | Policy No. | Client | Type | Requested | Status | Actions |
|---|
💳 Commission & Payouts
📊 Monthly Earnings (LKR)
🏆 Commission by Product
📋 Monthly Payout Summary
| Month | Policies Sold | Total Premium (LKR) | Commission (LKR) | Bonus (LKR) | Total Earning (LKR) | Status |
|---|