Reporting Dashboards Guide for Insurance Agents

📊 The Ultimate Guide to Reporting Dashboards

April 08, 20253 min read

📊 The Ultimate Guide to Reporting Dashboards

Inside Little Giant’s Favorite Growth Tool (That Most Agents Overlook)

If you’ve ever asked:
“Are my leads even working?”
“What happened to that campaign I launched last month?”
“Is my team following up fast enough?”

…then this post is for you.

At Little Giant, we’re obsessed with making marketing measurable — and we built a dashboard to make it easy.

Welcome to your Reporting HQ — the place where clarity meets growth. Let’s take a peek under the hood. 🔧


🚀 Why Reporting Dashboards Matter (Even If You Hate Data)

We get it — the last thing most busy agents want is another spreadsheet.

But here’s the truth: what gets measured gets improved.
Our dashboards are built for people who need fast, clear, decision-ready info — not just data dumps.

You don’t need to be a numbers nerd. You just need to know:

  • Which lead sources are actually converting 💰

  • How fast your team is following up ⏱ Change this to be about calls per lead or “Knowing if your team is falling behind on follow up.”

  • Where your marketing dollars are going (and if they’re working) 📈


📍 What You’ll See Inside Your Dashboard

Let’s break it down:

🔹 Campaign Performance

View how each ad, funnel, or email is doing — side by side.
No more guessing what’s working. It’s all here, color-coded, and easy to skim.

🔹 Speed-to-Lead Tracking Need to change this to corresponding with the last revision. Our Dispo rate and calls per lead track your team's follow up activity.

Are your agents reaching out in 5 minutes or 5 hours?
Speed = conversions. The dashboard shows average response time and alerts you to bottlenecks.

🔹 ROI Snapshots

See how much you spent, how many leads came in, and how many deals closed — all in one view.

🔹 Custom Filters & Weekly Summaries

Choose what matters to you (Zip code? Agent? Lead provider?)
And get weekly email reports that summarize the biggest wins + red flags.


💡 Real-Time Data = Real-Time Decisions

With Little Giant’s dashboard, you don’t need to wait until the end of the month to course-correct.
You’ll know — right now — if a campaign needs tweaking, if leads are sitting too long, or if a new test is paying off.

It’s not just about seeing the data.
It’s about
owning your growth.


🧰 Built Into the Little Giant App

No extra tools, no logins, no spreadsheets.
Your dashboard lives right inside the Little Giant App (built on Go High Level), meaning:

  • Your CRM, automations, and reporting are all in one place

  • You can filter results by lead type, campaign, provider, and more

  • You don’t have to ask your marketing agency for updates — you already have them 🔍


👀 Want to See Yours in Action?

If you're already a client, your dashboard is live — just hit “Reporting” inside the app.

Not a client yet?
Let’s show you what your future growth engine could look like:

👉 Book a Demo
👉 Download a Sample Dashboard Report


Ready to pop the hood and really understand what’s driving your marketing?

Because once you see the data, you can start making smarter, faster moves.
And that’s how you win this quarter. 🚦💥



John Graham
CEO & Founder | Little Giant Marketing

John Graham

John Graham CEO & Founder | Little Giant Marketing

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