All Leads
Matches the Monday Leads Dashboard: every call-in, plus website leads that aren't Active Client or Poor Lead.
Overall
Call-Ins
Website
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where every lead stands on Monday.
Quoted premium vs sold premium
Monday Quoted Premium and Sold Premium by submission month.
Lead allocation
Leads assigned to each advisor.
Sold premium by advisor
Premium sold by each advisor.
By channel
Call-ins versus website leads.
By prospect type
New prospects, former clients, recycled leads and more.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
State comes from the lead's address on Monday. Most call-ins don't have a state filled in yet, so these rows are mainly website leads.
Call-Ins
Every call-in on the Call-Ins Tracking board, leaving out Poor Lead and Active Client leads.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more call-ins. Click a day to list its leads.
Call-ins by month
Click a month to list its leads.
Lead status
Where every lead stands on Monday.
Quoted premium vs sold premium
Monday Quoted Premium and Sold Premium by submission month.
Lead allocation
Leads assigned to each advisor.
Sold premium by advisor
Premium sold by each advisor.
By marketing source
How the caller heard about us.
By prospect type
New prospects, former clients, recycled leads and more.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
North Carolina
South Carolina
State comes from the State column on the Call-Ins board, which is filled in on only a small share of call-ins so far.
Website Leads
Every website lead, leaving out Poor Lead and Active Client leads and test leads.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more website leads. Click a day to list its leads.
Website leads by month
Click a month to list its leads.
Lead status
Where every lead stands on Monday.
Quoted premium vs sold premium
Monday Quoted Premium and Sold Premium by submission month.
Lead allocation
Leads assigned to each advisor.
Sold premium by advisor
Premium sold by each advisor.
By traffic source
UTM source on the lead.
By prospect type
New prospects, former clients, recycled leads and more.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
What they care about most
From the form question, with how many of each sold.
Current insurance provider
Who they have today, with how many we won.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
North Carolina
South Carolina
Inside Sales
Every lead assigned to Luke, Mary Ellen, Kate, Skylar, Deanna, Paul or Eddie, . Poor Lead and Active Client leads are left out.
Overall
Call-Ins
Website
Team performance
Team ranking
Each advisor ranked #1 to #7 on every metric for the dates at the top. Click a column to rank by it, or a name to open that person's page. Open over 30 days ranks lowest first.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads allocated by month
Click a month to list its leads.
Lead status
Where every lead stands on Monday.
Quoted premium vs sold premium
Monday Quoted Premium and Sold Premium by submission month.
Lead allocation
Leads assigned to each advisor.
Sold premium
Premium sold by each advisor.
New households
New households by advisor.
Policies sold
Policies sold by advisor.
Web quoted vs sold premium
Website leads only.
Call-in quoted vs sold premium
Call-ins only.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
Most call-ins don't have a state filled in yet, so these rows are mainly website leads.
Luke Gullickson LDG
Inside Sales team member, Hawksoft code LDG. Leads assigned to Luke on the Call-Ins and Website boards, .
AgencyZoom pipeline right now
Website and Call-In pipelines together, refreshed each morning. This is today's pipeline, not the date range. Red means 14+ days in the stage.
Overall
Call-Ins
Website
Performance vs team
Sold within 48 hours uses the Monday Reason on sold leads. Win rate is sales out of leads that were quoted or sold. Open over 30 days counts In Progress and New Lead leads submitted more than 30 days ago.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where Luke's leads stand on Monday.
Quoted premium vs sold premium
By submission month.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
Mary Ellen Weaver MEW
Inside Sales team member, Hawksoft code MEW. Leads assigned to Mary Ellen on the Call-Ins and Website boards, .
Overall
Call-Ins
Website
Performance vs team
Sold within 48 hours uses the Monday Reason on sold leads. Win rate is sales out of leads that were quoted or sold. Open over 30 days counts In Progress and New Lead leads submitted more than 30 days ago.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where Mary Ellen's leads stand on Monday.
Quoted premium vs sold premium
By submission month.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
Commercial
Commercial means the lead asked for Commercial, or the sale included a commercial line (CGL, workers comp, BOP, commercial auto or umbrella, bonds, builders risk, garage).
Commercial leads by month
Click a month to list its leads.
Commercial vs personal
Click Commercial to list only those leads.
North Carolina
South Carolina
Kate Carson KBC
Inside Sales team member, Hawksoft code KBC. Leads assigned to Kate on the Call-Ins and Website boards, .
AgencyZoom pipeline right now
Website and Call-In pipelines together, refreshed each morning. This is today's pipeline, not the date range. Red means 14+ days in the stage.
Overall
Call-Ins
Website
Performance vs team
Sold within 48 hours uses the Monday Reason on sold leads. Win rate is sales out of leads that were quoted or sold. Open over 30 days counts In Progress and New Lead leads submitted more than 30 days ago.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where Kate's leads stand on Monday.
Quoted premium vs sold premium
By submission month.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
Skylar Kroeze SBK
Inside Sales team member, Hawksoft code SBK. Leads assigned to Skylar on the Call-Ins and Website boards, .
AgencyZoom pipeline right now
Website and Call-In pipelines together, refreshed each morning. This is today's pipeline, not the date range. Red means 14+ days in the stage.
Overall
Call-Ins
Website
Performance vs team
Sold within 48 hours uses the Monday Reason on sold leads. Win rate is sales out of leads that were quoted or sold. Open over 30 days counts In Progress and New Lead leads submitted more than 30 days ago.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where Skylar's leads stand on Monday.
Quoted premium vs sold premium
By submission month.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
Deanna Matthews DLM
Inside Sales team member, Hawksoft code DLM. Leads assigned to Deanna on the Call-Ins and Website boards, .
Overall
Call-Ins
Website
Performance vs team
Sold within 48 hours uses the Monday Reason on sold leads. Win rate is sales out of leads that were quoted or sold. Open over 30 days counts In Progress and New Lead leads submitted more than 30 days ago.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where Deanna's leads stand on Monday.
Quoted premium vs sold premium
By submission month.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
Paul Whitehead PCW
Inside Sales team member, Hawksoft code PCW. Leads assigned to Paul on the Call-Ins and Website boards, .
Overall
Call-Ins
Website
Performance vs team
Sold within 48 hours uses the Monday Reason on sold leads. Win rate is sales out of leads that were quoted or sold. Open over 30 days counts In Progress and New Lead leads submitted more than 30 days ago.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where Paul's leads stand on Monday.
Quoted premium vs sold premium
By submission month.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
Eddie Jernigan EBJ
Inside Sales team member, Hawksoft code EBJ. Leads assigned to Eddie on the Call-Ins and Website boards, .
Overall
Call-Ins
Website
Performance vs team
Sold within 48 hours uses the Monday Reason on sold leads. Win rate is sales out of leads that were quoted or sold. Open over 30 days counts In Progress and New Lead leads submitted more than 30 days ago.
Monthly trends
Totals for the dates at the top, with each month as a line. The change compares the last full month with the one before.
Lead funnel
Leads, worked (past New Lead), quoted and sold, by channel.
Where leads end up
Each channel's leads by status on Monday. Click a status to list them.
Conversion rings
Conversion, win rate on quoted leads, and sales within 48 hours.
Lead calendar
One square per day. Darker blue means more leads. Click a day to list its leads.
Leads by month
Click a month to list its leads.
Lead status
Where Eddie's leads stand on Monday.
Quoted premium vs sold premium
By submission month.
Premium sold by month
Click a month to list its sales.
Premium sold by quarter
Click a quarter to list its sales.
Time to close
How long sold leads took, from the Monday Reason column.
Policy types sold
Sales that included each policy type.
Sales by carrier
Sales written with each insurance carrier.
Lost lead reasons
Why Not Sold leads were lost.
What they care about most
Website leads, from the form question.
Call-in marketing source
How callers heard about us.
North Carolina
South Carolina
Source: Monday.com Call-Ins Tracking and Website Lead Tracking boards, with the same filters as your Monday Leads, Call-In, Web Lead and Inside Sales Lead dashboards, plus the AgencyZoom Website and Call-In pipelines. Premiums are what Monday shows in Sold Premium and Quoted Premium.