Conserving a Pulse on Company Efficiency with EZLynx Reporting and Analytics

This publish is a part of a collection sponsored by EZLynx.

Efficiency information is among the strongest instruments an unbiased company can use to remain aggressive—however solely when it’s well timed and simple to grasp. Outdated spreadsheets, static end-of-month stories, or having to chase down emails and colleagues simply to get the stats you want gained’t lower it anymore.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 want to perceive and enhance your company might be accessed instantly 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 total well being—straight to your inbox each month. From gross sales pipelines and income to buyer counts, accounting information, employees efficiency, private vs. industrial strains breakdowns, and complete written insurance policies and premiums, all of your key metrics are centralized and simple to evaluation.

The numbers communicate 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their income objectives and are 162% extra prone to considerably surpass income objectives than companies counting on outdated strategies.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 choices. With clearer visibility into efficiency, DeVito and his group not need to depend on guesswork or instinct.

“The Pulse report has been a important piece to our company’s progress. Earlier than it, we had just about no metrics to base any choice making off of. It’s basically taking part in darts blindfolded. Now, we are able to make knowledgeable choices with data I didn’t even suppose could be helpful. It tracks virtually all the things.”

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

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

Flip Insights into Benefit

You’re employed laborious day-after-day to ship to your shoppers and keep on the prime of your sport—so wouldn’t it’s useful to understand how your company really stacks up towards 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 helpful perception into your place available in the market.

These insights allow you to deal with 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 might attempt to Google to see if we might 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 information.”

EZLynx stories may also be custom-made to your wants. Wish to keep knowledgeable at a look? EZLynx Abstract Stories provide 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 type and filter throughout efficiency indicators like strains of enterprise and carriers by premium, transactions per thirty days or insurance policies per buyer. Filters might be as complicated as you want, permitting you to use refined formulation and aggregates to create stories tailor-made to you.

Empowering Your Company’s Future

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