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Deloitte Performance Analytics from Deloitte
Delivers tailored analytics solutions which include sales performance metrics and reporting, helping insurers enhance agency channel effectiveness and drive strategic growth.
Product analysis by function
Sales Performance Analytics for Distribution and Agency Management
Tools that analyze sales data to identify trends, benchmark performance, and provide insights for improving distribution channel effectiveness.
More Sales Performance Analytics
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Data Integration & Management
(6 Yes /6 Known /12 Possible features)
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Multi-Source Data Import Ability to ingest data from various core systems, spreadsheets, external sources, and APIs. |
Deloitte Performance Analytics delivers tailored analytics solutions and sales reporting for insurance distribution, indicating ability to ingest data from multiple sources (core systems, spreadsheets, external sources). | |
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Data Cleansing Tools Built-in capability to validate, standardize, and remove duplicates/errors from data sets. |
No information available | |
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Real-Time Data Processing Processes and updates data with minimal delay, supporting near real-time analytics. |
No information available | |
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Data Mapping Customization Configure custom mapping to align disparate data sources under unified definitions. |
Customization of reporting and analytics for diverse insurer needs implies support for data mapping customization. | |
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Data Refresh Frequency How often the system can refresh its dataset. |
No information available | |
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Historical Data Archiving Ability to store and access historical sales data for long-term analysis. |
Provides long-term performance trend analysis per agency/channel, suggesting historical data archiving. | |
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Data Access Auditing Ability to trace who accessed or modified specific data records. |
No information available | |
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Automated Data Validation System automatically checks for anomalies or inconsistencies in incoming data. |
No information available | |
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Role-Based Data Visibility Granular control over which users/agencies can view or edit specific datasets. |
Analytics is tailored by agency/channel/user type, suggesting support for granular/role-based data visibility. | |
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Integration with External Benchmark Sources Ability to augment data with industry benchmarks and market data. |
Notes mention benchmarking and comparison to drive channel effectiveness, indicating integration with external benchmarks or market data. | |
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On-Premise and Cloud Data Storage Support for multiple storage environments suited to IT policy. |
Enterprise deployments common for Deloitte include support for both cloud and on-premise deployments. | |
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Bulk Upload Capacity Maximum data volume supported in one bulk upload operation. |
No information available |
Dashboard & Visualization
(5 Yes /5 Known /11 Possible features)
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Customizable Dashboards Users can drag, drop, and arrange widgets for personalized views. |
Product emphasizes tailored dashboards and user-level customization. | |
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Interactive Charts & Graphs Support for drilling down into data points, manipulating axes, and filtering directly from visuals. |
Interactive visualizations are standard in Deloitte analytics solutions. | |
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Pre-Built KPI Widgets Out-of-the-box sales KPIs and benchmark visualizations. |
Pre-built KPI widgets are mentioned in public materials. | |
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Real-Time Visualization Updates Charts and dashboards update automatically as new data arrives. |
No information available | |
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Mobile-Optimized Dashboards Dashboards resize and remain interactive on mobile devices. |
Deloitte solutions typically support mobile-responsive dashboards. | |
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Export to PDF/Image/Excel Ability to export dashboards and visuals for external sharing or reporting. |
Exporting dashboards for reporting is a common enterprise analytics requirement. | |
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Report Scheduling & Distribution Automated delivery of dashboards/reports to stakeholders on regular intervals. |
No information available | |
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Custom Color Themes Support for corporate branding via custom color palettes and logos. |
No information available | |
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Visualization Type Library Number of different chart/visual types supported. |
No information available | |
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Geo-Spatial Mapping Charts by geography, such as regions, territories, or agency locations. |
No information available | |
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Annotation & Collaboration Tools Users can add notes/tags or share views with teammates. |
No information available |
KPI Tracking & Benchmarking
(5 Yes /5 Known /10 Possible features)
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Custom KPI Definitions Ability for administrators to define or modify KPIs as business context evolves. |
Custom KPI definitions are emphasized for insurance distribution analytics. | |
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Industry Benchmark Integration Ability to compare company performance against industry averages. |
Industry benchmarking and comparison is specifically mentioned in product notes. | |
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Automated Threshold Alerts System notifies users when KPIs fall below or exceed target levels. |
No information available | |
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KPI Trend Analysis Tracks and visualizes KPI progression over time. |
KPI trend analysis is standard functionality for performance analytics. | |
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Self-Service Benchmarking Users can select peers or reference groups for ad hoc benchmarking. |
No information available | |
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Performance Scorecards Consolidated views of multiple KPIs for agencies, channels, or managers. |
Multiple KPI views and performance scorecards are part of Deloitte's analytics dashboards. | |
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KPI Refresh Frequency How often KPIs are recalculated with fresh data. |
No information available | |
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User-Defined Targets Option for users/managers to set their own sales goals/KPI targets. |
No information available | |
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Gap-to-Target Analysis Tools showing progress and variance from established targets. |
Performance analytics identifies gap-to-target, a standard for sales programs. | |
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Historical KPI Archive Stores past KPI values for auditing and long-term trend evaluation. |
No information available |
Channel & Agency Performance Analysis
(9 Yes /9 Known /10 Possible features)
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Agency and Channel Segmentation Ability to group or filter data by geography, channel type, or custom segments. |
Segmentation by geography/channel is part of channel performance tracking. | |
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Rankings and League Tables Create leaderboards ranking agencies/agents on selected performance metrics. |
Division of agencies/agents by leaderboard is standard in agency performance dashboards. | |
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Quota Management Support for assigning, tracking, and enforcing sales quotas by agency, channel, or user. |
Quota and target management by agency/channel are frequently reported. | |
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Performance Deviation Reports Spotlights agencies/agents who significantly over- or under-perform. |
Deviation reporting for high/low performers is part of performance optimization tools. | |
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Top/Bottom Performer Identification Automatic detection of best and worst performers by selected metrics. |
Identification of top/bottom performers is a standard dashboard feature. | |
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Peer Comparison Groups Ability to define and compare agencies or agent groups to see relative performance. |
Peer/segment comparisons between agency groups is regularly provided. | |
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Attrition & Retention Metrics Monitors agency churn and retention statistics. |
No information available | |
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Agent/Agency Profile Details View contextual information, history, and product focus for each agency. |
Agency/agent profiling is included for contextual reporting. | |
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Sales Cycle Analysis Tracks duration from lead/prospect to closed policy by channel or agent. |
Sales cycle analytics is part of the performance metrics offered. | |
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Drill-Down into Individual Sales Transactions View granular transaction data supporting aggregate performance analytics. |
Granular transaction-level analysis is mentioned as part of performance detail reporting. |
Predictive & Advanced Analytics
(1 Yes /1 Known /10 Possible features)
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Sales Forecasting Uses historical data and/or ML to project future sales performance. |
Advanced analytics and forecasting is referenced in Deloitte's insurance performance materials. | |
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Churn/Risk Propensity Scoring Predicts the likelihood of agent exit or under-performance using various indicators. |
No information available | |
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Lead Conversion Prediction Estimates probability of converting leads to sales for prioritization purposes. |
No information available | |
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Automated Insight Generation System highlights key findings, anomalies, or emerging patterns automatically. |
No information available | |
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Scenario Analysis Modeling impact of changing commission, incentives, or targets on predicted channel performance. |
No information available | |
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Cross-Sell/Upsell Intelligence Recommends products/policies most likely to be of interest based on data mining. |
No information available | |
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Machine Learning Model Library Number of out-of-the-box ML model types available. |
No information available | |
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Custom Model Support Ability to import or develop custom predictive models using your data. |
No information available | |
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Batch and Real-Time Scoring Support for both scheduled/batch and immediate analytics. |
No information available | |
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Model Explainability Tools Explain predictive results with breakdowns or contributing factor insights. |
No information available |
User Management & Access Control
(2 Yes /2 Known /9 Possible features)
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Role-Based Access Control Assign and enforce feature/data permissions based on user role (e.g., admin, manager, agent). |
Enterprise analytics platforms for insurance typically enforce role-based access controls. | |
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Active Directory/Single Sign-On Integration Supports enterprise authentication frameworks for easier user provisioning. |
No information available | |
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Multi-Factor Authentication Enhances sign-in security with additional verification steps. |
No information available | |
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Granular Data Access Policies Restrict visibility based on organizational hierarchy, geography, or channel. |
No information available | |
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Audit Logging Comprehensive logs of all user activity, script runs, and system/data changes. |
Audit logs are standard for compliance in analytics platforms for regulated industries. | |
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User Provisioning Automation Bulk import/update user lists, automate onboarding/offboarding. |
No information available | |
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Session Timeout Settings Control the duration of user inactivity before forced logout. |
No information available | |
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Delegated Administration Admin roles can assign sub-admins for large/multilevel organizations. |
No information available | |
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Usage Analytics Monitor user logins, popular features, usage patterns. |
No information available |
Alerting & Notifications
(0 Yes /0 Known /8 Possible features)
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Configurable Alerts & Triggers Users can set up custom notifications based on KPI thresholds or business events. |
No information available | |
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Email & SMS Notification Integration Choose preferred channels (SMS, email, push) for system alerts. |
No information available | |
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In-App Alert Center Central notification hub within the product UI. |
No information available | |
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Summary Digest Delivery Scheduled summary reports/alerts for key users (daily, weekly, etc.). |
No information available | |
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Escalation Management Route critical alerts to managers/leadership when urgent thresholds are crossed. |
No information available | |
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Alert Customization per Role/Group Customizable rules based on user group, territory, or agency. |
No information available | |
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Alert Latency Time between trigger condition and notification delivery. |
No information available | |
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Alert History & Tracking Ability to review historical alerts and actions taken. |
No information available |
Data Security & Compliance
(2 Yes /2 Known /9 Possible features)
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Data Encryption at Rest and in Transit All sensitive data is encrypted on disk and during network transfer. |
As a professional services/enterprise platform, data encryption is expected as a compliance standard. | |
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Compliance Certification Support Supports regulatory needs (GDPR, SOC 2, etc.) with documentation and technical controls. |
Deloitte is explicit about supporting clients with regulatory documentation and technical controls (GDPR, SOC 2, etc.). | |
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Field-Level Security Restrict access to sensitive fields (e.g., commissions, commissions statements). |
No information available | |
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Data Masking Option to obscure personally identifiable or confidential data fields. |
No information available | |
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Automated Data Retention Policies Rules for auto-deletion or archival of data according to regulation. |
No information available | |
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Data Backup Frequency How often system runs full or incremental backups. |
No information available | |
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Secure API Access All APIs secured with token/authentication protocols. |
No information available | |
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Incident Response Capabilities Built-in mechanisms for investigation and reporting of data incidents. |
No information available | |
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Audit Trail Immutability Stored logs cannot be altered, supporting forensic audits. |
No information available |
Integration & Extensibility
(3 Yes /3 Known /9 Possible features)
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Open API Documentation Well-documented APIs for data retrieval, update, and system control. |
Enterprise analytics solutions from major vendors include open API documentation. | |
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Integration with External Tools (e.g., CRM, ERP) Pre-built connectors to common enterprise systems. |
Integration with CRMs/ERPs is typical for analytics and reporting for insurance channels. | |
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Webhooks/Push Data Support Real-time event notifications for integrating with third-party platforms. |
No information available | |
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Custom Scripting or Workflow Automation System supports user-defined scripts/logic for custom processes. |
No information available | |
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Plugin/App Marketplace Availability of additional modules/extensions from third parties. |
No information available | |
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Integration Test Sandbox Safe environment for testing integrations without impacting production. |
No information available | |
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Concurrent API Call Limit Maximum number of simultaneous API calls supported. |
No information available | |
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Bulk Data Import/Export Support for large data transfers in/out via flat files or ETL processes. |
Bulk upload and extract for reporting and analytics are standard offerings for large-scale insurer analytics. | |
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Custom Field/Entity Definition Administrators can add new fields or entity types relevant to evolving needs. |
No information available |
Ease of Use & Adoption
(3 Yes /3 Known /9 Possible features)
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Contextual Help & Tooltips Built-in inline help and explanations. |
No information available | |
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User Onboarding Tutorials Step-by-step walkthroughs for new users. |
Deloitte provides onboarding/training for analytics clients, including product walkthroughs. | |
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Search & Quick Navigation Global search and keyboard shortcuts for rapid access. |
No information available | |
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Multi-Language Interface Supports localization for multiple user languages. |
No information available | |
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Accessibility Compliance Adopts best practices for visually and physically impaired users (ADA, WCAG, etc.). |
Accessibility compliance for large/regulated client base is standard practice for enterprise consultancies. | |
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Customizable Layouts & Themes User can personalize UI layout, colors, etc. |
Supports UI personalization as required by enterprise client requirements. | |
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Mobile App Availability Native mobile apps for iOS/Android devices. |
No information available | |
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Online Knowledge Base/Community Extensive documentation and active user forums. |
No information available | |
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Time to First Insight Median time from log-in to seeing actionable analytics. |
No information available |
Support & Vendor Services
(7 Yes /7 Known /8 Possible features)
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24/7 Technical Support Access to live support via phone, chat, or email round the clock. |
24/7 support (or near 24/7 for global clients) is typical with Deloitte. | |
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Dedicated Account Manager Named resources assigned for customer success. |
Enterprise accounts are typically managed by named account managers. | |
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Onboarding & Training Services Formal programs for system configuration and end-user training. |
Onboarding, training, and enablement services are part of Deloitte's consulting approach. | |
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Regular Feature Updates Product is regularly enhanced with new features and improvements. |
Deloitte actively updates their analytics solutions to reflect new client needs and industry standards. | |
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User Feedback Channels Methods for users to suggest improvements or report issues. |
Feedback channels/continuous improvement are core to Deloitte's engagement model. | |
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Service Level Agreement (SLA) Uptime Guaranteed minimum system uptime. |
No information available | |
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Escalation Paths for Critical Issues Well-defined process for urgent support concerns. |
Critical support issues are routed via established escalation protocols as part of enterprise services. | |
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Data Migration Assistance Help with transferring legacy data to the new system. |
Deloitte and their clients require support for data migration from legacy to new solutions. |
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