Provident Insurance Sales Dashboard

Real-time Sales Analytics & Performance Metrics

Man, You're Covered!
Updated: 12/13/2025, 2:21:12 AM
📊 164 Total Policies | GH₵ 22,215,601.06
📋
Total Policies
164
All insurance policies across pipelines
Active
💰
Total Premium Value
GH₵ 22215.6K
Combined value of all policies: GH₵ 22,215,601.06
🎯
Active Pipeline Value
GH₵ 11161.3K
20 policies in negotiation stages
📈
New Policies This Month
0
Premium value: GH₵ 0
🏆
Conversion Rate
68.9%
113 policies successfully closed
💵
Average Premium per Policy
GH₵ 135.5K
Total premiums ÷ total policies = GH₵ 135,460.98

📊 Performance Analytics

💼 Policies by Pipeline

📌 Policy Sales Funnel

💰 Premium Revenue by Pipeline

👥 Top Performing Sales Agents

📅 New Policies Trend

📈 Sales Forecast & Pipeline Analysis

📊 Policy Sales Funnel - Detailed Breakdown

New Lead
31
GH₵ 4,557,020.27
18.9% of total
Closed Won
113
GH₵ 6,497,295.03
68.9% of total
Discussion Stage
5
GH₵ 1,101,356
3.0% of total
Contract Sent
15
GH₵ 10,059,929.76
9.1% of total

💰 Revenue Forecast

Expected Close This Month
0
policies worth GH₵ 0
Active Pipeline Value
GH₵ 11161.3K
20 policies in negotiation
Projected Close Rate
68.9%
Based on historical conversion rate

📅 Monthly Performance

New Policies This Month
0
Total premium: GH₵ 0
Average Premium per Policy
GH₵ 135.5K
Calculation: Total premiums ÷ number of policies
Projected End of Month:
~0 policies
Based on current monthly velocity

👥 Sales Agent Performance Leaderboard

Rank Sales Agent Policies Sold Total Premium Value (GH₵) Avg Premium per Policy (GH₵) Conversion Rate Top Stages
#1 sales@providentgh.com 143 policies GH₵ 19,957,965.66 GH₵ 139,566.19 66.4% Closed Won: 95 • New Lead: 29 • Contract Sent: 14
#2 Unassigned 21 policies GH₵ 2,257,635.4 GH₵ 107,506.45 85.7% Closed Won: 18 • New Lead: 2 • Contract Sent: 1

🕐 Recent Policies (Last 30 Days)

Policy / Client Name Premium Amount (GH₵) Status Sales Agent Pipeline Date Created

🤖 AI-Powered Insights & Recommendations

Top Performing Agent
sales@providentgh.com leads with 143 policies sold worth GH₵ 19,957,965.66 in total premiums
Pipeline Concentration
RRC Sales Pipeline has 100.0% of all policies. Consider diversifying sales across other pipelines for better risk distribution.
Policy Conversion Rate
68.9% of policies are successfully closed. Excellent conversion performance!
Premium Revenue Projection
Expected premium revenue from active pipeline: GH₵ 7,690,125.89 based on historical conversion rate of 68.9%