MSC Master Agent Dashboard

We have been working on so many NEW My Service Cloud features and are so excited to introduce you to the Master Agent Dashboard! This one-stop-shop allows you to easily analyze and track your business.

We created this Dashboard for you to analyze and facilitate the management of your business in a centralized and secure manner. The Master Agent Dashboard is very valuable tool for viewing data, managing agents and monitoring key indicators. The visuals are easy to understand and allow for immediate access to information.

Easily-Accessible Visuals of High-Level Data


The filters at the top of the dashboard allow you to drill down by Date, Agents, Products, State, Utility, Supplier, Commodity, and Term. The date can be customized, or there are preset date filters to choose from.

The Master Agent Dashboard contains a visual panel portraying metrics including:

  • Number of Deals 
  • Broker Revenue
  • Number of Active Agents
  • Number of Closed Deals
  • Total Annual kWh/Therms
  • Average Term Length
  • Percentage of Renewed Contracts 
  • Average Broker Fee by Agent
  • Deals Closed Per Supplier
  • Deals Closed Per Commodity
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BOX’s My Service Cloud

Our industry leading software provides energy and natural gas professionals with a holistic back office solution to simplify the sales process including:
  • Instant access to up-to-date prices from all of our suppliers
  • Automation to create accurate, professional contracts
  • Integration to DocuSign to send and accept electronic signature
  • Features to assist with renewal management
  • Commission and agent tracking

Let your Account Manager know if you have any questions about the new Master Agent Dashboard. Not a BOX Broker? Sign up today to take advantage of the top energy broker platform in the industry!

 

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