Reporting & Analytics
Know your numbers without building a spreadsheet.
Production against goals, a full library of prebuilt reports, and analytics that turn your own book into your next pipeline — all without exporting anything to Excel.
Production vs. goals
Always know where you stand.
Your dashboard tracks submitted and issued business by week, month, and year against each agent's goals — so the number you need is the first thing you see, not a month-end scramble.
Goals on the dashboard
Production by week, month, and year against agent goals, front and center.
Compensation reporting
See agent compensation alongside production, so pay and performance line up.
Pipeline analytics
Weighted pipeline and expected production from your opportunities forecast what's coming.
The report library
The reports advisors actually run.
Sales, product & portfolio
Slice production and holdings by product line, carrier, and account.
Annual review & birthday
See who's due for a review or a birthday touch — the heart of a retention practice.
Referrals & sources
Track where business comes from and which referrers to thank.
A built-in cross-sell finder
The Product Summary Total Comparison surfaces clients whose values cross a threshold — maturing annuities, surrender periods ending.
Turn a report into outreach
Convert many reports into a contact list and run a campaign in minutes.
Export anywhere
Send any report to PDF or CSV when you need it outside Swivel.
FAQ
Questions, answered.
Can I track production against goals?
Yes. Swivel's dashboard tracks submitted and issued production by week, month, and year against each agent's goals, so you always know where you stand.
What reports does Swivel include?
A library of prebuilt reports — sales, product, portfolio, annual review, birthday, referral, appointments, compensation, and pipeline analytics among them — plus universal data export to PDF and CSV.
Can I turn a report into outreach?
Yes. Many reports can be converted into a contact list with one step, so the clients a report surfaces become a ready-made campaign audience.
Can reporting help me find cross-sell opportunities?
Yes. The Product Summary Total Comparison report surfaces clients whose aggregated values cross a threshold — maturing annuities, surrender periods ending — turning your own book into your next pipeline.
See your whole business at a glance.
See Swivel's reporting and analytics on a quick walkthrough built around the numbers you run on.