Epic Dashboards for Sales Managers and Producers

During this lecture, discover the benefits of Epic® Dashboards for Sales Managers and Producers. Hear how sales managers can use these powerful data visualization tools to understand revenue growth, profitability, and progress across the sales team through health and pipeline for existing policies and new opportunities. Further, understand how producers can use dashboards to keep a pulse on customer relationships and stay focused on tasks that drive sales with insight into revenue composition and key activities across your book of business.

Skill level: Basic

Target Audience: Sales Representative, Marketing Manager/Specialist

Presenters: Ro Olguin, Applied Systems

Length: 60 minutes