RVM Sales Source

The Sales Source tab within the RVM Dashboard allowers users to assess sales and profitability across multiple insurance partners. As a result, you can focus your efforts on the most profitable opportunities. Listed below is a description and video tutorial of each section within the Sales Source.

Sales Summary

Sales Summary lists all ROs for All Accounts or ROs for specific selected insurer accounts over the chosen date range and their average sales dollars, gross profit dollars, and dollars in other categories. See video tutorial below.

Sales Trending

Sales Trending allows users to view upward or downward sales trends of All Accounts or chosen insurer accounts. Quickly see which accounts are performing better and whether there have been any extreme highs or lows across the date range. See video tutorial below.

Current WIP

Current WIP highlights work in progress by All Accounts or chosen insurer accounts to show whether sales targets are on track. See video tutorial below.

Gross Profit Summary

Gross Profit Summary shows a breakdown of various gross profit percentage for All Accounts or selected insurer accounts. See video tutorial below.

 

Gross Profit Trending

Gross Profit Trending graphs out the gross profit percentage for the selected date range. See video tutorial below.