Scorecard
8 weekly measures
Source:Applied Epic·SAMPLE
| Measure | Owner | Goal | Wk-3 | Wk-2 | Wk-1 | This wk | Trend |
|---|---|---|---|---|---|---|---|
| New policies bound | Dana R. | 12/wk | 9 | 11 | 14 | 10 | → |
| Client retention rate rolling | Dana R. | 90% | 89% | 90% | 91% | 91% | ↑ |
| Renewals quoted 60+ days out | Marcus T. | 85% | 71% | 74% | 79% | 78% | ↑ |
| Claims aging >30 days open | Priya S. | <5 | 8 | 7 | 6 | 6 | ↑ |
| Avg quote turnaround days | Marcus T. | <3 | 3.4 | 2.9 | 2.2 | 2.1 | ↑ |
| Monthly new commission | Dana R. | $9000 | $7,200 | $8,900 | $10,100 | $8,600 | → |
| Cross-sell conversion existing book | Dana R. | 20% | 14% | 17% | 19% | 18% | ↑ |
| Outstanding AR >60 days | Priya S. | <$5,000 | $8,200 | $6,100 | $4,900 | $4,200 | ↑ |