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Analyzing Sales Results
Analyzing Sales Results

How to pull reports on your insurance sales with ease?

Raili Vunk avatar
Written by Raili Vunk
Updated over a week ago

Quick overview of Sales

The easiest way to get a quick overview of your sales results is by visiting the "Overview and Statistics" dashboard.

Detailed Sales results analysis

All Insly's in-depth reports are located in the "Reports" -> "Reports" screen. We have highlighted a couple of the most widely used sales reports in the screenshot below:

Filtering out the right information

Most reports in Insly have filters that allow you to get different information depending on what data you want to see.

For example, we can report sales for a given period on a "Written premium" or "Paid premium" basis.

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