Sales Performance Tracking

• Monitor and analyze daily, weekly, and monthly sales performance of Financial Advisors.
• Generate insights on case count, case size, and total annualized premium income (API).
• Identify top performers and underperformers to guide branch coaching strategies.

Recruitment Data Monitoring

• Track recruitment funnel data — from invitations, attendees, interviews, up to activation.
• Analyze conversion rates and identify bottlenecks in the recruitment process.
• Provide actionable insights to help the branch improve recruitment efficiency.

Branch Dashboard and Report Generation

• Create and update interactive dashboards and summary reports (Power BI, Excel, Google Sheets, etc.) for the branch and unit managers.
• Ensure reports are visually clear, timely, and reflect accurate numbers for sales, manpower, and incentives.

Incentive and Performance Tracking

• Maintain up-to-date monitoring of incentive qualifiers, contests, and campaigns at both branch and advisor levels.
• Provide forecasts and projections to help the branch strategize in meeting qualification goals.

Business Insights & Recommendations

• Translate raw numbers into meaningful insights — e.g., what factors drive high case sizes, who are potential MDRT qualifiers, what time periods yield best productivity.
• Support the Branch Head and Unit Managers in decision-making through data-based recommendations.

Data Integrity and Process Efficiency (optional add-on)

• Ensure data accuracy, consistency, and confidentiality.
• Continuously improve data collection and reporting systems for faster and more reliable outputs.