why Cloud now: spotlights

key takeaways

 - spotlights provide real-time, customizable data visualizations for brokerages, including production KPIs and financial metrics
 - over 1,600 widgets available, covering areas like cash flow, profit, recruiting, and agent performance
 - spotlights can be tailored to different roles (owners, managers, agents) and accessed via mobile devices
 - custom spotlights can be created to align with company priorities and streamline reporting

topics

spotlight overview

 - accessible under dashboard menu in darwin.Cloud
 - designed to surface real-time information and trends
 - contains KPIs, production metrics, financial data, budgets, and goals
 - customizable views for different roles (owners, managers, agents)
 - mobile-friendly access via browser at darwin.Cloud

widget types

 - single number for fixed date range
 - two number comparisons (e.g., YTD vs prior year)
 - bar graphs (can compare against prior year and budget)
 - line graphs (good for showing trends)
 - data tables (static information, rankings, detailed metrics)

spotlight topics

1.  cash flow: CMOE, pending information, split percentages
2.  profit: EBITDA, income, expenses, gross profit vs. budget
3.  basics: production KPIs (AGCI, company dollar, closed sides, listings)
4.  per person productivity (PPP): average agent performance metrics
5.  leaderboard: top performers in various categories
6.  rankings: by AGCI, company dollar, volume, sides
7.  recruiting: gain/loss analysis, recruiter performance, hire/fire metrics

customization

 - spotlight setup under company tab allows customization of existing spotlights
 - drag-and-drop interface for adding/removing widgets
 - security settings control access to specific spotlights by role
 - can create new spotlights tailored to company priorities

budget and goal integration

 - can add budgets and goals to compare against actual performance
 - financial budgets can be imported using templates
 - production goals can be set for various metrics

next steps

 - attend follow-up Q&A session tomorrow at 2 PM eastern for hands-on spotlight setup guidance
 - review articles on setting up and customizing spotlights before Q&A session
 - consider which spotlights and metrics are most important for your company
 - explore creating custom spotlights to replace manual reporting processes
 - submit enhancement requests for desired widgets not currently available
 

watch this short video to learn more: