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Enable Distributor Performance Management for Insurance
Help sales managers monitor individual distributor and producer performance with distributor performance metrics and reports. You can create a home page with the distributor performance dashboard and performance metrics to give sales managers consolidated performance summaries for their distributors.
- Deploy Distributor Performance Reports and Dashboard
Deploy the provided reports and dashboard before you can add them to a home page or record page. - Add Distributor Performance Dashboard and Metrics to a Home Page
Create a custom home page for your sales managers. Then add the distributor performance dashboard and distributor performance metrics to the page. - Add Performance Metrics and Reports to Account and Contact Record Pages
Your sales managers can now view individual distributor and producer performance when you add performance reports to the account and contact record pages. You can add performance metrics only to the account record page.
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