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Pending, Forecasted, & Issued Production Report

The Pending, Forecasted, & Issued Production report shows production across Issued, Pending, Cancelled, and Forecasted account statuses.

This report is based on App Signed Date. This differs from the Issued Production report, which is based on Account Issued Date. Totals may differ between the two reports without either report being wrong.

This report is reporting-only. It does not create, edit, issue, cancel, forecast, pay, deliver, or transfer accounts.

Open the Report

1. In LeadCenter.AI, select Reports in the left sidebar.
2. Open Production.
3. Select Pending, Forecasted, & Issued Production .

This report updates every 15 minutes, so the latest data may not appear immediately.

Understand the Date Basis

Use the App Signed Date range to choose the application-signed period you want to review. The report includes accounts with Issued, Pending, Cancelled, and Forecasted statuses that match the selected date range and filters.

Use this report when you want a broader production view across account statuses. Use the Issued Production report when you only want issued accounts based on Account Issued Date.

Use Report Tabs

The report includes three tabs: Overview, By Advisor, and By Type.

Filter the Report

Use the shared filters at the top of the report to narrow production results. The cards, charts, and account lists respond to the selected filters.

Available filters and controls include:

• App Signed Date
• Source
• Insurance Company
• Stage
• Account Status
• Advisor Name
• Business Type
• Insurance Product Type
• Insurance Product
• AUM Product Type
• AUM Product
• In Sales Pipeline?
• Office Location
• Client Name
• Tags
• Is New Business?
• Lead Year
• Amount Issued Category
• Is Replacement?
• Client Since Year
• Closed Year

Select Reset Filters to clear the selected filters and return the report to its default view.

Review the Overview Tab

The Overview tab provides the broadest production view across account statuses.

Overview sections include:

• Amounts Timeline
• List of Accounts
• Total Amount
• Cancelled, Pending, Issued, and Forecasted status cards
• Amount by Status
• Amount by Business Type
• Amount by Advisor
• Amount by Fund Source
• Amount Issued by State
• All Production by City
• Estimated Revenue on Issued
• Paid and Delivered for insurance products only
• Issued by Source
• Pending by Source
• Forecasted by Source
• Terminated
• Total by Source

In the Amounts Timeline, use the arrows to switch between month, quarter, and year views.

Total by Source is explicitly noted in the report as Issued + Pending + Forecasted.

Status cards may include previous-year indicators. Do not use those indicators as formulas; review the account list and chart sections for supporting detail.

Review the By Advisor Tab

The By Advisor tab focuses on production grouped by advisor and related dimensions.

By Advisor sections include:

• Amount Issued by Advisor
• Amount By Advisor & Quarter
• Amount Per Source by Status
• Total Amount and status cards
• Amounts by Advisor
• Amounts by Business Type
• List of Accounts

Review the By Type Tab

The By Type tab focuses on production grouped by business type and related dimensions.

By Type sections include:

• Amount By Type & Quarter
• Amount By Type Per Source
• Amount Issued by Business Type
• Amount by Type
• Amount by Advisor
• List of Accounts

Understand Key Production Terms

• Estimated Revenue on Issued is estimated revenue from AUM fees and insurance commissions.
• Is New Business? is determined by comparing the contact’s Closed At date with the Account Issued Date. If the issue date is within 12 months of the lead Closed At date, it is considered new business; otherwise it is existing business.
• Paid applies to insurance products only. Paid Date is when the client sent funds to the carrier or paid the first premium.
• Delivered applies to insurance products only. Delivery Date is when a policy delivery receipt confirms the insured received and possesses the policy.

Review the Account List

The account list contains sensitive contact, contract, account, comment, and financial information. Review and export this data only when appropriate for your role.

The List of Accounts appears across the report tabs and provides account-level detail. A grand total appears for applicable financial metrics.

Account list columns across tabs include:

• Contact ID Link
• Contract Number
• First Name
• Last Name
• Advisor Name
• App Signed Date
• Business Type
• Closed At
• Amount Issued Date
• Amount Issued
• Status
• Is New Business?
• Insurance Company
• Insurance Product
• AUM Product
• Forecasted Date
• Submitted Date
• Ready Date
• Received Date
• Paid Date
• Delivery Date
• Recent/Latest Comment
• Account ID
• Amount Transferred

Select a Contact ID Link to open the corresponding contact record.

The submitted date may appear with the technical label submitted_date in the report.

Use Section Controls

Report sections may include controls labeled Sort, Drill up, Drill down, Show applied filters, and Show chart menu.

Download the Report

Select Download PDF to download the current report view as a PDF.

Related Articles

• Production Tracking Reports
• How to Use Production Reports
• Filtering Reports
• Exporting Data from Reports