Preserving a Pulse on Company Efficiency with EZLynx Reporting and Analytics

This put up is a part of a sequence sponsored by EZLynx.

Efficiency knowledge is likely one of the strongest instruments an impartial company can use to remain aggressive—however solely when it’s well timed and simple to grasp. Outdated spreadsheets, static end-of-month experiences, or having to chase down emails and colleagues simply to get the stats you want gained’t lower it anymore.

With EZLynx’s reporting and analytics capabilities, all the things you must perceive and enhance your company may be accessed immediately inside the administration system.

When You Know Extra, You Can Do Extra

The EZLynx Company Pulse Report supplies you with a transparent, real-time overview of your company’s general well being—straight to your inbox each month. From gross sales pipelines and income to buyer counts, accounting knowledge, employees efficiency, private vs. business traces breakdowns, and whole written insurance policies and premiums, all of your key metrics are centralized and simple to overview.

The numbers converse for themselves: data-driven organizations are 58% extra prone to beat their income objectives and are 162% extra prone to considerably surpass income objectives than companies counting on outdated strategies. If you wish to develop your company, you want real-time visibility into your corporation—proper all the way down to the main points.

For Trenton DeVito, Licensed Insurance coverage Dealer and Proprietor of MyInsuranceGuy, the updates and automatic insights from the Pulse Report have empowered his company to make smarter, data-driven selections. With clearer visibility into efficiency, DeVito and his staff not should depend on guesswork or instinct.

“The Pulse report has been a essential piece to our company’s development. Earlier than it, we had nearly no metrics to base any choice making off of. It’s primarily taking part in darts blindfolded. Now, we will make knowledgeable selections with info I didn’t even assume could be helpful. It tracks nearly all the things.”

Pulse Stories don’t simply help higher day-to-day decision-making—in addition they assist you plan for the long run. As a result of they’re so complete and visually simple to grasp, Pulse Stories will help you confidently set focused objectives and develop methods to drive development and enhance your company’s efficiency over time.

“We now have been implementing pulse experiences into our choice making — into budgeting and planning. We’ve obtained a five-year plan that we may barely plan two years prematurely earlier than this characteristic,” stated DeVito. “It has been extremely influential.”

Flip Insights into Benefit

You’re employed exhausting every single day to ship on your shoppers and keep on the prime of your recreation—so wouldn’t or not it’s useful to understand how your company really stacks up in opposition to others like yours? EZLynx Pulse Stories’ Peer Benchmarking characteristic makes that potential by providing a transparent view of how your company compares to similar-sized friends, offering precious perception into your place out there.

These insights allow you to give attention to areas in your company that want enchancment whereas doubling down on areas the place you excel, serving to you sharpen your aggressive benefit.

“We had nothing just like the Peer Benchmarks earlier than,” DeVito added. “We’d try to Google to see if we may discover metrics on how we have been performing comparatively, and we might by no means discover something. However now with EZLynx, we’ve obtained the aggregated knowledge.”

EZLynx experiences may also be custom-made to your wants. Need to keep knowledgeable at a look? EZLynx Abstract Stories supply fast, out-of-the-box, dashboard-style visualizations that give you quick access to key metrics and a high-level snapshot of your company.

Should you want extra element, EZLynx Grasp Stories allow you to kind and filter throughout efficiency indicators like traces of enterprise and carriers by premium, transactions per 30 days or insurance policies per buyer. Filters may be as advanced as you want, permitting you to use subtle formulation and aggregates to create experiences tailor-made to you.

Empowering Your Company’s Future

Understanding and accessing your company’s metrics shouldn’t maintain you again from development. With EZLynx delivering efficiency insights immediately inside your EZLynx company administration system, you possibly can skip the busywork of information wrangling and give attention to what actually issues—serving shoppers, strengthening relationships, and scaling your company.