Quarterly Sales
RM 403,000
12.4%vs last quarter
Target Achievement
80.6%
of RM 500,000 target
Renewals Due
18
next 60 days
Retention Rate
82%
1.8%rolling 12 months
Commission (QTD)
RM 40,300
6.2%incl. incentives
Outstanding
RM 48,200
4.5%9 participants
Campaign Ranking
#8
2 spots
CPD Hours
18/20
2 hours to go
Sales Performance
Quarterly production vs target
Product Mix
Contribution by product line
- Motor Takaful39%
- Medical & Health26%
- Fire & Property18%
- Personal Accident10%
- Travel7%
Action Centre
Prioritised items that need your attention today
- 6Review renewals
Renewals due this week
6 certificates worth RM 27,300 expire within 7 days
- 4Follow up
Quotation follow-ups
4 quotations awaiting customer response for 3+ days
- 2Upload documents
Claims documents required
2 claims are on hold pending supporting documents
- 9Make payment
Outstanding contribution due
RM 48,200 payable to the insurer across 9 certificates
- 2Browse courses
CPD deadline approaching
2 CPD hours needed before 31 December 2026
Renewal Pipeline
Certificates by urgency