Insurance Dashboard and Reports (Sample Data)

Navigate

This insurance dashboard is organized by topic into pages. You can flip through pages using the arrows at the bottom. The following pages are available:

Producer Revenue

Premium Plan

Bound Policy Overview

Policy Overview

Carrier Analysis

Insured Review

Hover

You can hover over many chart elements, like a bar in a bar chart, to reveal additional details.

Filter by using filters

If a page has a filter located in the upper right you can set the parameters to filter the results of all charts on the page.

Filter by clicking chart elements

All of the charts on a page can also act as filters on each other. Click a dimension, like a line name or risk state, for example, and all of the related charts will update automatically. To clear the filter click the same dimension again, or click “reset filters” in the upper right corner.

Drill down into a hierarchy

Some data, like dates, can be organized into a hierarchy with levels. When data is structured this way you can drill up and down through the hierarchy with ease. With a date hierarchy, for example, you might be able to change the view from year to month to day. When drill down is supported you will see arrows appear in the upper right of the chart as you hover it.

Drill through to a detail report

Some charts are linked to detail reports that allow you to see the underlying records being summarized in the chart. When a chart is linked to a detail report you will see a “Drill Through” option when you right click it.