Analytics
Team Analytics
—
Today's Priority Actions
Based on your pipeline| Name | Status | Source | Idle | Notes | Actions |
|---|
Stage Distribution
Pipeline Insights
All
Active
✓ Coded
⚠ Stalled 7d+
Needs Reqs
By Advisor
By Unit
Post to Team
No announcements yet. Post the first one above.
This wall belongs to your team. When someone hits Medallion Bronze, closes their first policy, or gets coded — their name goes here. Public. Permanent. Something to scroll back to when the grind gets hard.
MPR (Minimum Production Requirement) — an advisor must submit at least one policy per cut-off to remain active and maintain their advisor status. Missing MPR for consecutive cut-offs can lead to deactivation. This report shows your unit's current MPR standing.
P
Persistency
13th month ≥86%
or 25th month ≥80%
or 25th month ≥80%
L
Lives Insured
Min 3 lives
of settled policies
of settled policies
A
Agency Credit
Current month AC
basis for bonus
basis for bonus
N
Net Sales Credit
≥₱50,000 NSC
rolling 3 months
rolling 3 months
P.L.A.N. Bonus
=
NSC/Persistency Factor
+
Lives Insured Factor
×
Current Month's AC
My P.L.A.N. Bonus — This Month
Update your numbers via Goals & Rewards → Update Numbers → P.L.A.N. Bonus section. This card recalculates instantly from your saved figures.
NSC / Persistency Factor Table
P.L.A.N. Bonus = NSC Factor + Lives Factor
| NSC Last 3 Months | No Pers. | 13th 86% | 13th 90% | 25th 80% | 25th 90% |
|---|
+ Lives Insured Factor (NSC ≥₱50K)
3–4 lives
5%
5–6 lives
9%
7–8 lives
14%
9+ lives
20%
For Newly Coded Advisors
No 3-month rolling NSC yet — special computation applies
Month 1
1st Month NSC × 3
e.g. ₱80,000 NSC → treated as ₱240,000 rolling NSC
Month 2
(1st + 2nd Month NSC) × 1.5
e.g. (₱80K + ₱100K) × 1.5 = ₱270,000 rolling NSC
Insured Life Count Rules
How lives are credited — common scenarios
1️⃣
Same insured, 3 policies from you
Insured A bought 3 policies from you → only 1 life credited to you
½
Shared policy — 50/50 with another advisor
Insured A bought policy shared between Advisor 1 and Advisor 2 → 0.5 life credited each
2️⃣
Same insured buys from two different advisors
Insured A bought from Advisor 1 AND separately from Advisor 2 → 1 life credited to each advisor
How this works: Every time you log a new policy, RISE automatically adds its premium to your monthly AC and its 1st-year commission to your NSC. Renewals (Year 2+) don't add to NSC or new AC — only new business counts toward validation.
2
JR
Joy Reyes
Training · Week 2
840
activity points
👑
1
RF
Rhea Fontanilla
Licensed · 2 months
1,240
activity points
3
JT
JR Torres
Licensed · 1 month
720
activity points
How points work: Prospect contacted +10 · Forum attended +30 · Exam scheduled +40 · Exam passed +80 · Training complete +100 · Licensed +200 · Client policy issued +150 · Client renewed +100 · Points reset monthly.
Active Clients
Renewals Due
Lapsed Recovery
Shareable Card
These clients have policies renewing soon. Advisor Home Office shows the date — RISE tells you what to do about it. Each card has a one-click message generator.
Track lapsed or at-risk policies through recovery. This pipeline is separate from your recruitment pipeline — same mechanics, different goal.
At Risk0
Contacted0
Reinstated0
Unit Manager / MC
Financial Advisor
Advisor Candidate
Coded (active team)
Goal Progression
0%
Team AC vs combined unit target
₱0Target: ₱0
Team AC Distribution
Cut-off snapshot only — month-over-month trend history arrives with cloud sync (Phase 1).
Team AC This Cut-off
₱0
vs target loading…
Est. Commissions Due
₱0
Based on ~25% avg commission rate
Team Lives This Cut-off
0
of team Macaulay target
Total Advisors
—
In your unit
Active This Cut-off
—
Submitted at least 1 policy
Need Attention
—
Red flags this cut-off
On Track for Macaulay
—
vs total advisors
CJ
—
Advisor Code: — · Sun Life Philippines
Cut-off as of
May 21, 2026
May 1 – May 31, 2026
Q1 Medallion Tracker · New Business AC
Medallion Levels
Current AC
₱0
Next Level Target
₱50,000
AI Strategy
This Week's Action Plan
Analyzing your numbers…
Policy Log — This Cut-off
May 1–31, 2026
Product
Annual Premium
Yr
Band
Commission
No policies logged yet. Click "+ Log Policy" to start.
Total Commission This Cut-off
₱0
Activity Points
0
total points earned
🔥 0 day streak
Rank #—
in your unit
This month: 0 pts
0
Prospects
0
Meetings
0
Policies
0
Renewals
Recent Activity
How Points Are Earned
Achievement Badges
Overall Progress
0%
0 of 0 milestones
Next: First contact
30
Day 30
60
Day 60
90
Day 90
CJ
CJ Victoria
Manager Candidate
Code: 158080
Sun Life Financial Advisor | BPO Professional helping Filipinos achieve financial security through smart planning.
Unit ManagerPending
BranchSun Life BGC
JoinedJanuary 2025
Mobile09XX XXX XXXX
Performance Snapshot
Achievements
Milestone Timeline
Profile
Company & Role
Sun Life PhilippinesManager
To change your company or role, ask your Unit Manager to update it via Unit Health or Org Chart.
Data Storage
Your data is stored locally on this device only — nothing is uploaded anywhere. If you clear your browser or switch devices, this data will not carry over. Cloud sync is planned for a future update.
Local only