Key Performance Indicators (KPI)

Carriers and distribution channels can access RATECentric’s KPIs to evaluate success rates and desired business objectives.

Features of RATECentric’s KPI:

• Real-time sales reports
• High level view which focuses on overall sales performance
• Low level view which focuses on regional or individual selling sectors
• Product mix analysis
• Performance measures which define a query, generate a report, and analyze results
• Exports data in Excel format for spreadsheet functionality
• Tracks sales in all stages of development
• Integrates with client’s CRM or other systems