• Tracked and monitored individual performance within branches, focusing on targets for new, cross-sell, and renewal business. • Utilized Tableau, Power BI, and Excel to extract and visualize data from multiple sources, including Individual target sheets, Brokerage + Fees sheets, Invoice sheets, Meeting sheets, Opportunity reports, and more. • Conducted in-depth analysis of meeting counts, open opportunities, closed won opportunities, conversion ratios, and revenue stage funnels. • Collaborated with Account Executives to measure and optimize performance through KPIs such as the number of invoices, yearly meeting count, and top open opportunities. • Created and maintained branch dashboards to discuss and analyze new and renewal business numbers with corporate teams and Individual branch heads. • Calculated achievement percentages for placed and invoiced amounts, providing valuable insights into performance against targets.