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APRIL 2026 · SALES DASHBOARD
Marcus Chen · State Farm · Month to date
NB POLICIES
12
RETENTION
94%
NB PREMIUM
$48,200
TAKE HOME
$7,890
POLICIES WRITTEN
CLIENTLINEPREMIUMCOMM.
Rodriguez familyAuto + Home$4,200$630
Johnson, M.Life$2,400$1,440
Patel Auto SvcsCommercial$18,500$2,775
Williams, T.Auto$1,800$270
+ 8 more policiesVarious$21,300$2,775
PROGRESS TO GROWTH BONUS
$48,200 of $75K NB premium target (+$2,500 bonus)
0 $48200 $ sold75000 $
$26,800 more in new business to unlock quarterly bonus
EARNINGS BREAKDOWN
New business commissions (12 policies)$7,890
Renewal overrides (48 policies × avg 2%)$2,145
Cross-sell bonus (Rodriguez bundle)$250
Total commissions$10,285
Agency split (20%)-$2,057
Chargeback reserve (3%)-$338
April take-home$7,890
NEXT MILESTONES
$26,800 more NB → $2,500 quarterly growth bonus
23 renewals this month → confirm retention touchpoints
14 auto-only clients → cross-sell home for $250 each
Book value → $312K annual premium (up 8% YTD)
DEMO DASHBOARD
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