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Homeowner Dashboard - PowerBI
Homeowner Dashboard - PowerBI
- Pablo.Estrada (Unlicensed)
- Tiffany Harper (Unlicensed)
Owned by Pablo.Estrada (Unlicensed)
Background
The homeowner dashboard provides agents with a quick glance at customer information for both EverBright and Concert homeowners.
How to Access
Go to https://app.powerbi.com/groups/me/apps/65d8b4c0-228f-4fdd-827a-e716510e016e/reports/e21ad18e-c3e5-4114-9b62-5d9a98b2c367/ReportSection?ctid=a1681294-4857-4624-8d04-edaddb44ee26 and under “Homeowner Dashboard” select either “EB Data” for EverBright homeowners or “Beam Data” for Concert homeowners.
If you do not have access, please use the PDF instructions linked below.
How to Search for a Homeowner
You can search for a homeowner by “Name, Phone, Email, Address, and/or Contract ID”.
ED Data results provide the Operational IRL on Engine.
, multiple selections available,
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