Darwin Cloud - Dashboard

Upon accessing Darwin Cloud, you will be prompted to the ‘Dashboard.’ This new feature provides most of the reporting data all in one place. To take full advantage of this section, complete the goal setting to view actuals vs. your goals.

Analytics for Agents

1. View actuals vs. goals
   • Adjust view by:
     • Date Range
     • Graphs
     • Tables
   • Totals will show specific to each agent based on the different programs they are enrolled in at Affiliated.

Goal Setting

1. Add Goal
2. Set the goal amount under ‘Total goal for the year’. Allow for 24 hours for the goals to populate on the dashboard graphics.
   • Goal measurements are based off office sales data.
3. View the “goal” amount per month.
   • Number is based on the year goal & the office sales date.