CLIENT DASHBOARD
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Thornwood Hill Insurance
1. Current sales tracking
| Product | Start date | Interested | Info sent | Qual calls | Qualified | Mgmt calls | NDA | Dataroom | Subscribed | Value | Regret | Remaining |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thornwood Hill interest | 18 Sep 2025 | 53 | 32 | 6 | 9 | 6 | 1 | 0 | 0 | 0 | 5 | 48 |
2. Dynamic sales reports (links to PDF)
3. Useful links (e.g. data room)
- Internal Nextcloud VDR: https://anglo-suisse.com/vdr/index.php/f/20428
- External VDR:
- Product ID: e11000e9-8b15-0081-453b-68cc0d2f99a9
- This dashboard: https://anglo-suisse.com/index.php/thi-dashbrd
- G-Drive shared folder:
- Internal Mattermost workspace: