Darwin Cloud – Dashboard

Darwin Cloud – Dashboard


Dashboard


After successful login, the user is taken to the Dashboard. This screen provides access to most reporting data all in one place. To take full advantage of this area, agents are encouraged to set up goals here in Darwin Cloud.


Goal Setting

  1. Add goal.
  2. Set the goal amount under 'Total goal for the year.' 
  3. View the goal amount each month.
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NOTE: Please allow 24 hours for goals to populate on the dashboard graphics. Goal measurements and monthly numbers are based on the annual goal and office sales data.


Analytics for Agents

Agents may view actual numbers compared to goals. Viewing results may be adjusted by date range, using graphs or tables. Results are shown specific to each agent, based on the different programs an agent is enrolled in through Affiliated.



Article ID: A.04.02
Last update: 02.12.2025


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