City Insurance PLC

Corporate Marketing Department - Weekly Performance Report

{{ $team->team_name }} | Week: {{ $startOfWeek->format('d M Y') }} - {{ $endOfWeek->format('d M Y') }}

{{ $newClients->count() }}
New Clients
{{ $completedTasks->count() }}
Tasks Completed
{{ $totalClients }}
Total Clients
{{ number_format($totalPremium) }} BDT
Total Premium

Overall Progress

Metric Achieved Target Progress
Premium Collection {{ number_format($team->current_premium) }} BDT {{ number_format($team->target_premium) }} BDT {{ number_format($team->getPremiumProgressPercentage(), 1) }}%
Client Acquisition {{ $team->current_clients }} {{ $team->target_clients }} {{ number_format($team->getClientProgressPercentage(), 1) }}%
Active Clients {{ $activeClients }} out of {{ $totalClients }}

New Clients This Week

@if($newClients->count() > 0) @foreach($newClients as $client) @endforeach
Company Name Contact Person Premium Amount Status
{{ $client->company_name }} {{ $client->contact_person ?? 'N/A' }} {{ number_format($client->premium_amount ?? 0) }} BDT {{ ucfirst($client->status) }}
@else

No new clients added this week.

@endif

Completed Tasks

@if($completedTasks->count() > 0) @foreach($completedTasks as $task) @endforeach
Task Type Subject Client Completed By
{{ strtoupper($task->activity_type) }} {{ $task->subject }} {{ $task->client->company_name ?? 'N/A' }} {{ $task->assignedTo->name ?? 'N/A' }}
@else

No tasks completed this week.

@endif