WorkWell Matrix

Loading WorkWell Matrix…

Submitted Sales

Dashboard

All Agents

All Sales

Log a Sale

💰

Total Sales

—

across all sales

🤝

Deals

—

total transactions

📈

Avg Deal Size

—

per transaction

👥

Producing Agents

—

agents with sales

🌱

New Agents

—

first-ever in period

🎯

Avg per Agent

—

sales per agent

Leaderboard

Ranked by total sales · top 20 agents · your row is highlighted

Top 20 Agents

🏅

No sales yet

Log the first sale to start the leaderboard

Top Products

Top Languages

Top Client Source

Top Days

Top States

🏢 Top Carriers

Recent Sales

Last 10 transactions

Date	Agent	Client	Product	Carrier	Amount

New Submitted Sale Entry

Step 1 of 3 · Client

1

Client

2

Policy

3

Financials

Agent Name *

Auto-filled from your account

Client Name *

Client Telephone *

Client Source *

State *

Client Language *

Product *

Insurance Carrier *

Underwriting Status *

Policy Number

Coverage Amount ($) *

$

Annualized Premium ($) *

$

Date of Sale *

Draft Date *

Notes / Comments

All Sales

0 transactions

👤 Agent

Sale Date	Agent	Client	Product	Carrier	Draft Date	Amount

💰

Total Sales

—

across all sales

🤝

Deals

—

total transactions

📈

Avg Deal Size

—

per transaction

👥

Producing Agents

—

agents with sales

🌱

New Agents

—

first-ever in period

🎯

Avg per Agent

—

sales per agent

Leaderboard

Ranked by total sales · all agents

Top Products

🏢 Top Carriers

Recent Sales

Last 10 transactions

Date	Agent	Client	Product	Carrier	Amount

💰

Total Sales

—

across all agents

🤝

Deals

—

total transactions

📈

Avg Deal Size

—

per transaction

👥

Producing Agents

—

agents with sales

🌱

New Agents

—

first-ever in period

🎯

Avg per Agent

—

sales per agent

Leaderboard

Top performers this period

Top Products

🏢 Top Carriers

Recent Sales

Last 10 transactions across all agents

👤 Agent

🔍

💰

Total Sales

—

across all sales

🤝

Deals

—

total transactions

📈

Avg Deal Size

—

per transaction

👥

Producing Agents

—

agents with sales

🌱

New Agents

—

first-ever in period

🎯

Avg per Agent

—

sales per agent

👥 All Agents

Ranked by sales

—

All New Clients

0 clients

Company	Case	EE	Platform	OE	CED	Stage	Team

💥

Agent

SALE CLOSED!

$0

💥 Sale logged!

🏅

Achievement Unlocked

Badge Name

Description

👑

Leaderboard Move

You moved up!

#5 → #3

Keep pushing!