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Course

Reporting, Dashboards, and Data Analytics

(2625) Epic Dashboards for Sales Managers and Producers


Content Level: Basic

Personas: Sales Representative, Marketing Manager/Specialist

Products: Epic Dashboards

Wednesday, October 8, 2025
12:45 PM - 1:45 PM PT

    Applied Presenter(s)

  • JR

    James Ramsey

    Program Education Manager
    Applied Systems

    • Applied Representative(s)

  • Shir Shavit

    Customer Success Lead - AI&Data Products
    Applied Systems

During this session, discover the benefits of Epic® Dashboards for sales managers and producers. Learn how sales managers can use these powerful data visualization tools to understand revenue growth, profitability, and progress across the sales team through health and pipeline for existing policies and new opportunities. Further, understand how producers can use dashboards to keep a pulse on customer relationships and stay focused on tasks to drive sales with insight into revenue composition and key activities across your book of business.