See the agency's day before it happens.
Dashboard turns the calls, texts, appointments, and policies already on the client record into a live picture of the day, the week, and the period, for one sales professional or the whole team.
Period and scope, always visible
Pick the period and the team, person, or activity you want to see. Every card states the context it was built from, so a number is never read out of place.
Activity that opens the work
Each summary card is a starting point, not a verdict. Open the supporting view to see the calls, appointments, and records behind the figure.
A privacy-safe leaderboard
Rank the team on the activity that matters without exposing client detail. Names, counts, and pace; never the client record.
TV share for the office screen
Put the leaderboard on a screen with a secure share token that shows nothing private and can be revoked at any time.
Production tracking
Follow written and placed business across the period on the same policy records Books and the CRM already use.
Compare like with like
Side-by-side periods make a change obvious, and filters stay in view so the comparison is honest.
Included on every plan, Free included.
Dashboard rides with the client record. There is nothing to buy separately; the leaderboard's secure TV share arrives with Agency.
Current pricing loads from the catalog.
Current pricing loads from the catalog.
FAQ
Does the leaderboard show client information?
No. It ranks people on activity counts and pace. Client names and records never appear, including on the TV share.
Can I put the leaderboard on a screen in the office?
Yes. TV share uses a secure token that shows only the leaderboard and can be revoked from the Dashboard at any time.
Is Dashboard an extra charge?
No. Dashboard is included with Workganic Free and every plan.
Where do the numbers come from?
From the same client, call, appointment, and policy records the rest of Workganic writes. Open any card to see the records behind it.
Dashboard works around the same client record as everything else.
Activity, leaderboard, and production on the records your team already keeps. See how it fits into your agency's day, on your own book of business, not a canned demo.