Agency dashboards provide you with a visual display of key metrics and performance indicators. More than one dashboard can be accessed by an agency or agent.
Access agency dashboardsTo access agency dashboards, log in as an agent or agency and:
- Select the Reports module. The Dashboards tab will automatically open within the Reports module.
- By default, the Agency Experience dashboard appears first.
- To view the CSR Dashboard, select the arrow next to Agency Experience to open the dropdown list.
- Select CSR Dashboard from the dropdown list.