Considerations for Metrics and Charts
Review these points to better understand the information that appears in charts and metrics on various Lightning components and in the deployed distribution performance reports.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Report Charts on the Insurance Agent Reports Component
- The charts group policies and policy premiums by policy type. Policies without a policy
type are grouped under a type represented by a hyphen (-).
- By default, the MTD (Month to Date) filter is applied to the charts wherever applicable.
Although MTD signifies Month to Date, it includes records for the entire month and not
just from the first of the month to the current date. Similarly, QTD (Quarter to Date) and
YTD (Year to Date) include data for the entire quarter and year.
- Filter selections don’t persist across user sessions. They are reset to MTD the next time you log in.
- The sale-related charts include all new policies irrespective of whether they are active or inactive.
- When calculating the renewal-related charts, the following conditions apply.
- Only active policies are counted.
- If both the DateRenewed and PreviousRenewalDate values are available, DateRenewed is used to calculate the metrics and charts.
- Only the most recent renewal of a policy in the selected time period is counted. For example, in a quarter, if five of an agent’s six policies were renewed once and the sixth policy was renewed once every month of the quarter, the Policies Renewed metric shows six renewals for that quarter.
- When a policy is renewed, depending on how policy records are managed in your Salesforce
org, perform one of these steps to ensure that the renewal-related charts are correctly calculated.
- If a new record is created for each renewal of the policy, mark the old policy record inactive (IsActive = False).
- If the same record is updated for every renewal of the policy, clear the DateRenewed field after the new policy comes into effect.
- A chart includes a record only when certain fields in that record are populated and they
match the criteria specific to that metric or chart. For example, when drawing the Sales
Performance by Policy Type chart, a policy is counted only when it meets all of these criteria:
- The policy has a producer (ProducerId) associated with it, and the InternalUserId on the Producer object is mapped to the logged-in user.
- The date on which the policy was sold (SaleDate) is within the selected time period (MTD, QTD, or YTD).
- The policy is a new policy and not a renewed policy (IsRenewedPolicy = False).
Use this table to learn how charts are calculated.
Note If you select the Include policies with multiple producers option for charts, chart
calculations use the Producer Policy Assignment object to fetch both single-producer and
multi-producer policies. They ignore the lookup from the Insurance Policy object to the
Producer object.
| Report Chart | Description | Calculation (Without ProducerPolicyAssignment) | Calculation (With ProducerPolicyAssignment) |
|---|---|---|---|
| Sales Performance by Policy Type | The number of policies sold and the sum of the premium for those policies. The records are grouped by policy type. | Number of policies sold = COUNT (Id) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period, GROUP BY PolicyType, ORDER BY SUM (GrossWrittenPremium) Total premium = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period, GROUP BY PolicyType, ORDER BY SUM (GrossWrittenPremium) |
Number of policies sold = COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period, GROUP BY PolicyType, ORDER BY SUM (GrossWrittenPremium) Total premium = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period, GROUP BY PolicyType, ORDER BY SUM (GrossWrittenPremium) |
| Renewals Performance by Policy Type | The number of policies renewed and the sum of the premium for those policies. The records are grouped by policy type. | Premium for policies renewed = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True, GROUP BY PolicyType Premium for policies yet to be renewed = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND (RenewalDate OR FinalRenewalDate IN Selected Time Period) AND DateRenewed = NULL AND IsActive = True, GROUP BY PolicyType |
Premium for policies renewed = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True, GROUP BY PolicyType Premium for policies yet to be renewed = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND (RenewalDate OR FinalRenewalDate IN Selected Time Period) AND DateRenewed = NULL AND IsActive = True, GROUP BY PolicyType |
| Monthly Sales and Renewals | The sum of the premium for the policies sold and policies renewed in the past twelve months. The records are grouped by month. | Policies sold = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND IsRenewedPolicy = False AND SaleDate IN Last 12 Months, GROUP BY Calendar_Year (SaleDate), Calendar_Month (SaleDate), ORDER BY Calendar_Year (SaleDate), Calendar_Month (SaleDate) Policies renewed = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND IsActive = True AND (DateRenewed OR PreviousRenewalDate IN Last 12 Months) AND DateRenewed = NULL, GROUP BY Calendar_Year (DateRenewed), Calendar_Month (DateRenewed), ORDER BY Calendar_Year (DateRenewed), Calendar_Month (DateRenewed) |
Policies sold = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND IsRenewedPolicy = False AND SaleDate IN Last 12 Months, GROUP BY Calendar_Year (SaleDate), Calendar_Month (SaleDate), ORDER BY Calendar_Year (SaleDate), Calendar_Month (SaleDate) Policies renewed = SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND IsActive = True AND (DateRenewed OR PreviousRenewalDate IN Last 12 Months) AND DateRenewed = NULL, GROUP BY Calendar_Year (DateRenewed), Calendar_Month (DateRenewed), ORDER BY Calendar_Year (DateRenewed), Calendar_Month (DateRenewed) |
| Average Opportunity Closure Time | The average time the agent took to close an opportunity. The records are grouped by policy type. | AVG (SourceOpportunity.CloseDate - SourceOpportunity.CreatedDate) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND SourceOpportunity.CloseDate IN Last 6 Months, GROUP BY Calendar_Month (SourceOpportunity.CloseDate), ORDER BY Calendar_Month (SourceOpportunity.CloseDate) | AVG (SourceOpportunity.CloseDate - SourceOpportunity.CreatedDate) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND SourceOpportunity.CloseDate IN Last 6 Months, GROUP BY Calendar_Month (SourceOpportunity.CloseDate), ORDER BY Calendar_Month (SourceOpportunity.CloseDate) |
| Cases Closed and Average Closure Time | The number of cases closed by the service rep and the average time taken to close a case. The records are grouped by case type. | Cases closed = COUNT (Id) FROM Case WHERE OwnerId = Current User AND Status = Closed AND ClosedDate IN Selected Time Period, ORDER BY Type Average closure time = AVG (ClosedDate - CreatedDate) WHERE Status = Closed AND OwnerID = Current User AND ClosedDate IN Selected Time Period, ORDER BY Type |
Same as Without ProducerPolicyAssignment |
| Claims Settled and Average Settlement Time | The number of claims settled by the service rep and the average time taken to settle a claim. The records are grouped by claim type. | Claims settled = COUNT (Id) FROM Claim WHERE OwnerId = Current User AND IsClosed = True AND FinalizedDate IN Selected Time Period, ORDER BY ClaimType Average settlement time = AVG (InitiationDate - FinalizedDate) WHERE OwnerId = Current User AND IsClosed = True AND FinalizedDate IN Selected Time Period, ORDER BY ClaimType |
Same as Without ProducerPolicyAssignment |
Metrics on the Insurance Agent Performance Metrics and Insurance Distributor Performance Metrics Components
- By default, the MTD (Month to Date) filter is applied to the metrics. Although MTD signifies Month to Date, it includes records for the entire month and not just from the first of the month to the current date. Similarly, QTD (Quarter to Date) and YTD (Year to Date) include data for the entire quarter and year.
- Filter selections don’t persist across user sessions. They are reset to MTD the next time you log in.
- In metrics, currency ISO codes are used in place of currency symbols. For example, the
Premium of Policies Sold metric shows USD 2500 instead of $2500.
- The sale-related metrics include all new policies irrespective of whether they are active or inactive.
- When calculating the renewal-related metrics, the following conditions apply.
- Only active policies are counted.
- If both the DateRenewed and PreviousRenewalDate values are available, DateRenewed is used to calculate the metrics and charts.
- Only the most recent renewal of a policy in the selected time period is counted. For example, in a quarter, if five of an agent’s six policies were renewed once and the sixth policy was renewed once every month of the quarter, the Policies Renewed metric shows six renewals for that quarter.
- When a policy is renewed, depending on how policy records are managed in your Salesforce
org, perform one of these steps to ensure that the renewal-related metrics are correctly calculated.
- If a new record is created for each renewal of the policy, mark the old policy record inactive (IsActive = False).
- If the same record is updated for every renewal of the policy, clear the DateRenewed field after the new policy comes into effect.
- A metric includes a record only when certain fields in that record are populated and
they match the criteria specific to that metric or chart. For example, when calculating
the Policies Sold metric, a policy is counted only when it meets all of these criteria:
- The policy has a producer (ProducerId) associated with it, and the InternalUserId on the Producer object is mapped to the logged-in user.
- The date on which the policy was sold (SaleDate) is within the selected time period (MTD, QTD, or YTD).
- The policy is a new policy and not a renewed policy (IsRenewedPolicy = False).
Use this table to learn how metrics are calculated.
Note If you select the Include policies with multiple producers option for metrics, metric
calculations use the Producer Policy Assignment object to fetch both single-producer and
multi-producer policies. They ignore the lookup from the Insurance Policy object to the
Producer object.
| Metric | Description | Calculation (Without ProducerPolicyAssignment) | Calculation (With ProducerPolicyAssignment) |
|---|---|---|---|
| Policies Sold | The number of policies sold by the insurance agent. | COUNT (Id) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period |
| Premium of Policies Sold | The sum of the premium for the policies sold by the insurance agent. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period |
| Policies Renewed | The number of policies renewed by the insurance agent. | COUNT (Id) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True |
| Premium of Policies Renewed | The sum of the premium for the policies renewed by the insurance agent. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True |
| Policy Renewal Rate | The percentage of policies that were renewed. | COUNT (InsurancePolicy.Id) WHERE Producer.InternalUserId = Current User AND DateRenewed OR PreviousRenewalDate IN Selected Time Period AND IsActive = True / (COUNT (InsurancePolicy.Id) WHERE Producer.InternalUserId = Current User AND DateRenewed OR PreviousRenewalDate IN Selected Time Period AND IsActive = True + COUNT (InsurancePolicy.Id) WHERE Producer.InternalUserId = Current User AND RenewalDate OR FinalRenewalDate IN Selected Time Period AND DateRenewed = NULL AND IsActive = True) | COUNT (InsurancePolicy.Id) WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True/COUNT (InsurancePolicy.Id) WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True+COUNT (InsurancePolicy.Id) WHERE Id IN (SELECT InsurancePolicyId from ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND RenewalDate OR FinalRenewalDate IN Selected Time Period AND DateRenewed = NULL AND IsActive = True) |
| Lead Conversion Ratio | The percentage of leads that were converted into opportunities. | % Leads WHERE OwnerId = Current User AND IsConverted = True AND CreatedDate IN Selected Time Period | Same as Without ProducerPolicyAssignment |
| Cases Closed | The number of cases closed by the service rep. | COUNT (Id) FROM Case WHERE OwnerId = Current User AND Status = Closed AND ClosedDate IN Selected Time Period | Same as Without ProducerPolicyAssignment |
| Case Closure Time | The average number of days the service rep took to close a case. | AVG (ClosedDate - CreatedDate) WHERE Status = Closed AND OwnerID = Current User AND ClosedDate IN Selected Time Period | Same as Without ProducerPolicyAssignment |
| Claims Settled | The number of claims settled by the service rep. | COUNT (Id) FROM Claim WHERE OwnerId = Current User AND IsClosed = True AND FinalizedDate IN Selected Time Period | Same as Without ProducerPolicyAssignment |
| Claim Settlement Time | The average number of days the service rep took to settle a claim. | AVG (InitiationDate - FinalizedDate) WHERE OwnerId = Current User AND IsClosed = True AND FinalizedDate IN Selected Time Period | Same as Without ProducerPolicyAssignment |
| Metric | Description | Calculation (Without ProducerPolicyAssignment) | Calculation (With ProducerPolicyAssignment) |
|---|---|---|---|
| Policies Sold | The number of policies sold by all distributors that the sales manager owns. | COUNT (Id) FROM InsurancePolicy WHERE Producer.Account.OwnerId = Current User AND IsRenewedPolicy = FALSE AND SaleDate IN Selected Time Period | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.OwnerId = Current User) AND IsRenewedPolicy = FALSE AND SaleDate IN Selected Time Period |
| Premium of Policies Sold | The sum of the premium for the policies sold by all distributors that the sales manager owns. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.Account.OwnerId = Current User AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.OwnerId = Current User) AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period |
| Policies Renewed | The number of policies renewed by all distributors that the sales manager owns. | COUNT (Id) FROM InsurancePolicy WHERE Producer.Account.OwnerId = Current User AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.OwnerId = Current User) AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True |
| Premium of Policies Renewed | The sum of the premium for the policies renewed by all distributors that the sales manager owns. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.Account.OwnerId = Current User AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.OwnerId = Current User) AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True |
| Policy Renewal Rate | Ratio of policies renewed to total policies up for renewal during a specific time period. | COUNT (InsurancePolicy.Id) WHERE Producer.Account.OwnerId = Current User AND (DateRenewed IN Selected Time Period OR (PreviousRenewalDate IN Selected Time Period AND DateRenewed = NULL)) AND IsActive=True / COUNT (InsurancePolicy.Id) WHERE Producer.Account.OwnerId = Current User AND (DateRenewed IN Selected Time Period OR (PreviousRenewalDate IN Selected Time Period AND DateRenewed = NULL)) AND IsActive=True + COUNT (InsurancePolicy.Id) WHERE Producer.Account.OwnerId = Current User AND (RenewalDate IN Selected Time Period OR FinalRenewalDate IN Selected Time Period) AND IsActive=True AND DateRenewed = NULL | COUNT (InsurancePolicy.Id) WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.ownerId = Current User AND (InsurancePolicy.DateRenewed IN Selected Time Period OR (InsurancePolicy.PreviousRenewalDate = IN Selected Time Period AND InsurancePolicy.DateRenewed= null )) AND IsActive=True /COUNT (InsurancePolicy.Id) WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.ownerId = Current User AND (InsurancePolicy.DateRenewed IN Selected Time Period OR (InsurancePolicy.PreviousRenewalDate = IN Selected Time Period AND InsurancePolicy.DateRenewed= null )) AND IsActive=True + COUNT (InsurancePolicy.Id) WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.ownerId = Current User AND (InsurancePolicy.RenewalDate IN Selected Time Period OR InsurancePolicy.FinalRenewalDate IN Selected Time Period) AND InsurancePolicy.DateRenewed= null AND InsurancePolicy.IsActive=True) |
| Policies Canceled | The number of policies that were canceled. | COUNT(Id) FROM InsurancePolicy WHERE Producer.Account.OwnerId = Current User AND CancellationDate IN Selected Time Period | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.Account.OwnerId = Current User AND CancellationDate IN Selected Time Period) |
| Metric | Description | Calculation (Without ProducerPolicyAssignment) | Calculation (With ProducerPolicyAssignment) |
|---|---|---|---|
| Policies Sold | The number of policies sold by the distributor. | COUNT (Id) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period) |
| Premium of Policies Sold | The sum of the premium for the policies sold by the distributor. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND IsRenewedPolicy = False AND SaleDate IN Selected Time Period) |
| Policies Renewed | The number of policies renewed by the distributor. | COUNT (Id) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True) |
| Premium of Policies Renewed | The sum of the premium for the policies renewed by the distributor. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND (DateRenewed OR PreviousRenewalDate IN Selected Time Period) AND IsActive = True) |
| Policy Renewal Rate | Ratio of policies renewed to total policies up for renewal during a specific time period. | COUNT (InsurancePolicy.Id) WHERE Producer.AccountId = 'This Account' AND (DateRenewed IN Selected Time Period OR (PreviousRenewalDate IN Selected Time Period AND DateRenewed = NULL)) AND IsActive=True / COUNT (InsurancePolicy.Id) WHERE Producer.AccountId = 'This Account' AND (DateRenewed IN Selected Time Period OR (PreviousRenewalDate IN Selected Time Period AND DateRenewed = NULL)) AND IsActive=True + COUNT (InsurancePolicy.Id) WHERE Producer.AccountId = 'This Account' AND (RenewalDate IN Selected Time Period OR FinalRenewalDate IN Selected Time Period) AND IsActive=True AND DateRenewed = NULL | COUNT (InsurancePolicy.Id) WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = Current User AND (InsurancePolicy.DateRenewed IN Selected Time Period OR (InsurancePolicy.PreviousRenewalDate = IN Selected Time Period AND InsurancePolicy.DateRenewed= null )) AND IsActive=True /COUNT (InsurancePolicy.Id) WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = Current User AND (InsurancePolicy.DateRenewed IN Selected Time Period OR (InsurancePolicy.PreviousRenewalDate = IN Selected Time Period AND InsurancePolicy.DateRenewed= null )) AND IsActive=True + COUNT (InsurancePolicy.Id) WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = Current User AND (InsurancePolicy.RenewalDate IN Selected Time Period OR InsurancePolicy.FinalRenewalDate IN Selected Time Period) AND InsurancePolicy.DateRenewed= null AND InsurancePolicy.IsActive=True) |
| Policies Canceled | The number of policies that were canceled. | COUNT(Id) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND CancellationDate IN Selected Time Period | COUNT(Id) FROM InsurancePolicy WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND InsurancePolicy.CancellationDate IN Selected Time Period) |
| Total Premiums of Policies Canceled | The sum of the premium for the policies that were canceled. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND CancellationDate IN Selected Time Period | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE ID IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND InsurancePolicy.CancellationDate IN Selected Time Period) |
| Average Policies Sold per Customer | The average number of policies that the distributor sold to each customer. | Count (Id) FROM InsurancePolicy WHERE Producer.AccountId = 'This Account' AND SaleDate IN Selected Time Period AND InsurancePolicy.IsRenewedPolicy = false / COUNT_DISTINCT (NameInsuredId) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND SaleDate IN Selected Time Period AND InsurancePolicy.IsRenewedPolicy = false | Count (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND SaleDate IN Selected Time Period AND InsurancePolicy.IsRenewedPolicy = false) / COUNT_DISTINCT (NameInsuredId) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND SaleDate IN Selected Time Period AND InsurancePolicy.IsRenewedPolicy = false) |
| Average Premium of Policies Sold | The average premium for all the policies that the distributor sold. | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND DateRenewed IN Selected Time Period OR (PreviousRenewalDate IN Selected Time Period AND DateRenewed= null ) AND IsActive=True) / Count (Id) FROM InsurancePolicy WHERE Producer.AccountId = This Account AND SaleDate IN Selected Time Period AND InsurancePolicy.IsRenewedPolicy = false | SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND DateRenewed IN Selected Time Period OR (PreviousRenewalDate IN Selected Time Period AND DateRenewed= null ) AND IsActive=True)) / Count (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.AccountId = This Account AND SaleDate IN Selected Time Period AND InsurancePolicy.IsRenewedPolicy = false) |
Metrics on the Insurance Agent Action Items Component
- The policy-related metrics include only active policies.
Use this table to learn how the metrics on the Insurance Agent Action Items component are calculated.
Note If you select the Include policies with multiple producers option for metrics, metric
calculations use the Producer Policy Assignment object to fetch both single-producer and
multi-producer policies. They ignore the lookup from the Insurance Policy object to the
Producer object.
| Metric | Description | Calculation (Without ProducerPolicyAssignment) | Calculation (With ProducerPolicyAssignment) |
|---|---|---|---|
| Cases Escalated | The number of escalated cases assigned to the agent. | COUNT (Id) FROM Case WHERE OwnerId = Current User AND IsEscalated = True | Same as Without ProducerPolicyAssignment |
| Open Cases | The number of open cases assigned to the agent. | COUNT (Id) FROM Case WHERE OwnerId = Current User AND IsClosed = False | Same as Without ProducerPolicyAssignment |
| Open Claims | The number of open claims assigned to the agent. | COUNT (Id) FROM Claim WHERE OwnerId = Current User AND IsClosed = False | Same as Without ProducerPolicyAssignment |
| Open Opportunities | The number of open opportunities assigned to the agent. | COUNT (Id) FROM Opportunity WHERE OwnerId = Current User AND IsClosed = False | Same as Without ProducerPolicyAssignment |
| Payment-Due Policies | The number of policies with payment due within the selected time period. | COUNT (Id) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND PaymentDueDate = Selected Time Period AND IsActive = True | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND PaymentDueDate = Selected Time Period AND IsActive = True |
| Policies About to Lapse | The number of policies with final renewal date within the selected time period. | COUNT (Id) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND FinalRenewalDate = Selected Time Period AND DateRenewed = NULL AND IsActive = True | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND FinalRenewalDate = Selected Time Period AND DateRenewed = NULL AND IsActive = True |
| Policies Up for Renewal | The number of policies with renewal date within the selected time period. | COUNT (Id) FROM InsurancePolicy WHERE Producer.InternalUserId = Current User AND (RenewalDate = Selected Time Period OR FinalRenewalDate = Selected Time Period) AND DateRenewed = NULL AND IsActive = True | COUNT (Id) FROM InsurancePolicy WHERE Id IN (SELECT InsurancePolicyId FROM ProducerPolicyAssignment WHERE Producer.InternalUserId = Current User) AND (RenewalDate = Selected Time Period OR FinalRenewalDate = Selected Time Period) AND DateRenewed = NULL AND IsActive = True |
| Unread Leads | The number of leads assigned to the agent but not yet read by the agent. | COUNT (Id) FROM Lead WHERE OwnerId = Current User AND IsUnreadByOwner = True | Same as Without ProducerPolicyAssignment |
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