> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runspark.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Insurance Dashboard

> Your sales, premium, commission, and ROI in one live view — plus the Goal Planner for forecasting

The **Insurance Dashboard** is the one-screen answer to "how's the business doing?" Every widget is computed live from your [Sales Log](/insurance/sales-log) and [Daily Tracker](/insurance/activity-tracking) — log a sale or update a day's numbers and the dashboard reflects it immediately. There's nothing to configure.

## Widget Reference

| Widget                  | What it shows                                                                                                      |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------ |
| Hero KPIs (4)           | Sales Made, Annual Premium Written, Full Commission, ROI (full) % — each with an 8-week sparkline trend            |
| Compact cards (8)       | Lead Spend, Leads Received, Calls Made, Calls Answered, Presentations, Apps Started, Close Rate %, ROI (advance) % |
| Weekly trend chart      | Line chart of premium and commission by week                                                                       |
| Commission by carrier   | Bar chart of commission grouped by carrier                                                                         |
| Weekly breakdown table  | Last 8 weeks of metrics, week by week                                                                              |
| Carrier breakdown table | Top carriers by commission, with sales count and full/advance commission                                           |

## Hero KPIs

The four numbers at the top are the ones that matter most:

* **Sales Made** — policies sold
* **Annual Premium Written** — total annualized premium
* **Full Commission** — total year-1 commission (see [Commission Tracking](/insurance/commission-tracking) for the math)
* **ROI (full) %** — return on your lead spend

Each KPI carries a sparkline of the last 8 weeks, so you can see direction at a glance — not just where you are, but whether you're trending up or down.

## Activity Cards

Below the heroes, eight compact cards cover the funnel: Lead Spend, Leads Received, Calls Made, Calls Answered, Presentations, Apps Started, **Close Rate %**, and **ROI (advance) %**. These come from your [Daily Tracker](/insurance/activity-tracking) entries, so the dashboard is only as complete as your daily logging.

<Tip>
  Close Rate % is the fastest health check on your selling, and ROI (advance) % is the fastest check on your cash flow. If either dips for two straight weeks, dig into the weekly breakdown table to find which week — and which input — moved.
</Tip>

## Charts and Breakdowns

* **Weekly trend chart** — premium and commission plotted by week, so you can see momentum over time rather than a single snapshot
* **Commission by carrier** — a bar chart showing where your income actually comes from
* **Weekly breakdown table** — the last 8 weeks in rows, matching your [Weekly Summary](/insurance/activity-tracking) numbers
* **Carrier breakdown table** — your top carriers ranked by commission, with sales count and the full/advance split per carrier

The carrier views are useful for contract decisions: if one carrier is producing most of your commission, that's where a higher contract level pays off most.

## Goal Planner

The **Goal Planner** view turns the dashboard's history into a forecast. Enter a target annual premium, and Spark works backward using your own historical averages:

<Steps>
  <Step title="Enter your target">
    Set the annual premium you want to write — for the year, or whatever horizon you're planning.
  </Step>

  <Step title="Spark pulls your averages">
    From your history it takes your **premium per sale**, **commission %**, and **lead-to-sale conversion rate**.
  </Step>

  <Step title="Read the plan">
    The planner calculates **sales needed**, **lead spend needed**, **expected commission**, and **projected ROI** to hit the target.
  </Step>
</Steps>

<Note>
  The Goal Planner is a linear forecast based on your own history — it assumes your averages hold as you scale. Treat it as a planning baseline, not a guarantee; revisit it as your real numbers accumulate.
</Note>

## FAQs

<AccordionGroup>
  <Accordion title="Why are some widgets empty or zero?">
    The dashboard only shows what you've logged. No sales in the log means empty premium and commission widgets; no Daily Tracker entries means empty activity cards and no ROI. Start with the [setup guide](/insurance/setup) if your workspace is new.
  </Accordion>

  <Accordion title="Why don't ROI numbers appear?">
    ROI needs lead spend. Enter your daily spend in the [Daily Tracker](/insurance/activity-tracking) and the ROI widgets compute.
  </Accordion>

  <Accordion title="Can my manager see this?">
    Your numbers roll up to agency dashboards and the leaderboard if you've joined an agency — the manager sees aggregates without touching your workspace data.
  </Accordion>

  <Accordion title="Why won't the Goal Planner produce a plan?">
    It needs history to average from. Log some sales and lead spend first — with no premium-per-sale or conversion data, there's nothing to project.
  </Accordion>
</AccordionGroup>

## Related

* [Sales Log](/insurance/sales-log) — the source of every premium and commission figure
* [Activity & ROI Tracking](/insurance/activity-tracking) — the daily inputs behind the activity cards
* [Commission Tracking](/insurance/commission-tracking) — how commission amounts are calculated
* [Power Dialer](/phone/dialer) — where the calls behind these numbers happen