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Agency Overview Reports

Custom Reporting How-tos

Agency Overview Reports

A general overview of production for your agency.

Last updated on 05 Apr, 2023

The Agency Overview report is designed to give insights into your production data broken down by product and marketing source. 

To access, hover over Reporting and select Agency Overview. There you can select the time frame, product category, stage, users (if agent/Admin), and measurement type (premium or app count) to get an effective breakdown of the return on marketing sources and how your team performs with different products. 

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