How to Add Sales Values to Your Dashboard

TL Priester Asked:

“Where do I add how much I made from client sales so that it shows up on my dashboard? All of my sales funnels have $0. Thanks.”

The Answer:

To ensure your sales figures appear on your Agent CRM dashboard, you need to assign a monetary value to each lead within the Opportunities section. These values will then reflect in your pipelines and contribute to the totals displayed on your dashboard.

Step-by-Step Guide

1. Access the Opportunities Section:
   • Log in to your Agent CRM account.
   • Navigate to the Opportunities section from the left-hand menu.
2. Select a Lead:
   • Click on the specific lead you wish to update to open its details.
3. Assign a Lead Value:
   • Locate the Lead Value field within the lead’s details.
   • Enter the appropriate monetary amount that represents the value of this lead.
4. Save the Changes:
   • After entering the lead value, click Save to update the record.
5. Verify on Dashboard:
   • Return to your dashboard to confirm that the assigned lead values are now reflected in your sales data.

Additional Resources

For more detailed guidance on managing your sales pipeline and understanding opportunities in Agent CRM, consider exploring the following resources:

• Blog Post: Introduction to Pipelines
• Blog Post: Mastering Opportunities: The Art of Pipeline Management with Agent CRM

Also be sure to check out additional resources on our Youtube channel!

• New Lead Campaigns
• Agent CRM Demo – The Go To CRM for Insurance Agents