WTG Reports

📊 Referral Deals Created Pipeline

Account performance, at-risk alerts, tier breakdown, and YoY trend by territory and rep.

⏱️ Referral Deals Closed

Won-deals only. Same account view filtered to closed-won deals.

📊 Executive Dashboard

Deals Created (forward indicator) + Deals Closed by week. Filter by Lead Source, Pipeline, and Territory.

💰 Google Ads Dashboard

Google Ads spend by city + HubSpot deals attributed to Google Adwords PPC. Effective CPA by location.

🚗 Field Visit History

Every field visit, 2022–present — SPOTIO backfill + live MMC check-ins combined. Filter by rep/territory/date, export to CSV.

📞 Ops Dashboard (live)

Pick any date range + market — answer rate, call volume, abandons, wait time, staffing occupancy, and top agents. Aggregates on demand. Sign in with your WTG account.

💬 Ask the Data

Ask the call data anything in plain English — "answer rate by market last week", "busiest hours", a specific agent or call. Sign in with your WTG account.

Deal creation → insurance obtained → verified → scheduled → won, by market and insurance type. Filter by date range, compare two periods side by side. Snapshot as of build time — not auto-updating yet.