Wiki / Sales & Production
Sales & Production
Upload sales data, track team output, and analyze trends.
- How to Fix a Sale on the Wrong ProducerStep-by-step guide to fixing a mis-attributed sale in AgencyIQ, plus how to stop the same problem from happening again.
- How to Read Your Sales Trend ChartWhat the trend chart shows, how to spot the 3 patterns that matter, and when a dip is a problem vs. just a slow month.
- How to Track Production by Product (Auto, Fire, Life, Health)Why product mix matters more than total premium, how to see your mix in AgencyIQ, and what a healthy mix looks like for an independent agency.
- How to Export Your Dashboard as a PDFA quick step-by-step for turning any AgencyIQ dashboard into a printable PDF — great for Monday meetings, monthly reviews, and your accountant.
- How to Record a Sale Manually in AgencyIQStep-by-step guide to entering a single sale by hand — for walk-ins, phone-ins, and anything that doesn't come through a regular upload.
- How to Set Up Your First Commission PlanA practical walkthrough of building a producer pay plan in AgencyIQ — base rates, bonuses, and how to test it before you pay anyone.
- Uploading and Managing Sales DataHow to keep your sales data current with safe re-uploads, automatic deduplication, and upload history — without double-counting.
- Browsing and Filtering the Sales LogHow to browse, sort, filter, and search every sale in your database — with multi-criteria filters for date range, writer, product, source, and status.
- Editing and Deleting Sales RecordsHow to correct mistakes in sales records — inline edit, delete, and audit-log coverage, with the permissions that govern who can change data.