Farm Statuses is a powerful new feature enabling company account admins to define specific statuses for custom farms. This feature provides a structured way to categorise and identify farms using colour-coded boundaries and predefined labels, which can be easily searched and toggled for streamlined navigation and workflow management.
In the example below, a user admin from an insurance company has set up farm statuses for active, quoted and lost farms. The image shows how the custom farm would have looked before statuses were applied and how they can be toggled on or off after setting up statuses.
Admins can assign unique names and colors to these statuses, changing the boundary color of farms for better visualisation.
When Farm Statuses are enabled, users benefit from:
- Enhanced organization and visibility across farms
- Streamlined workflows with intuitive color-coded boundaries
- Consistency in farm categorization across the company
- Easy filtering for targeted searches and reporting
- CRM Key Traits matched to DAS Data Points
Further enhance analyses of custom farms by ‘status’ in DAS Portfolio
Thanks to its seamless integration with DAS Portfolio, users can perform additional analyses on the selected farms, toggled by their ‘status’. Compare market share and portfolio-wide trends against specific CRM tags for more strategic analysis (see image below).
To find out more about Farm Statuses, reach out to our team.