Home How to Track Written Premium by Agent in Excel See which agents are driving your agency’s growth. In this lesson, you’ll learn how to analyze written premium by agent and month, visualize results with a stacked column chart, and highlight performance patterns using a heat map. Download the Excel file used in this tutorial: […]
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Home Analyze Total Gross Revenue and Margin Trends in Excel Learn how to track your agency’s gross revenue and profit margin month by month in Excel. In this lesson, you’ll discover how to visualize revenue, commissions, and margins together so you can understand performance trends and keep cash flow predictable. Download the Excel file used
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Home How to Calculate Monthly Written Premium in Excel Learn how to analyze your agency’s written premium month by month using Excel. In this lesson, you’ll see how to organize your data, build a clean visual that highlights performance trends, and create a simple dashboard view you can share with your team. Download the Excel
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