PR Dashboard Beta
Persistency analysis · on-device
Data stored on this device only
New version available
Your work is autosaved. Update when you're ready.

Welcome to PR Dashboard

Install to Home Screen for an app-like experience. Your AIA Excel is processed locally in this browser and working data is autosaved on this device.

Private & Offline. Data stays on this device. Use Export Backup before changing device or clearing browser/app data.
Beta calculation notice. Official PR calculation has been reconciled on the sample AIA Excel. Recovery cost, optimizer and reduced-policy logic still require more real-data checks before production reliance.

New Analysis

Set report cycle, targets and upload AIA Excel.
Choose the month and year only. The cycle below determines 15th or month-end.
📄
Upload AIA Excel
1 combined workbook or separate D0 / D1 / D2 / All Agent files.
On iPad/iMac you can also drag & drop files here.
.xls & .xlsx supported · processed on this device

Agency Overview

Agency Recovery Plan Optimizer Beta

Uses eligible Inforce/Lapsed policies. Review calculations before acting.

Agents

Search by Writing Agent name or Agent Code

Settings

Feature Status

✅ ReadyAIA Excel .xls/.xlsx import, official PR, agent search/drilldown, local autosave, backup/restore, offline PWA, update checker, Agency/Agent Excel export with recovery-plan sheets.
🟡 BetaRecovery cost, Recoverable Persistency Premium, urgency, Official/Working/Projected PR, Inforce First, Cheapest, Best Value, Safe Buffer, Budget Mode, What-if, notes/statuses. Selected-policy lists are now visible, but the recovery calculations still need real-data checking on more AIA reports.
❌ PendingPDF export, report-to-report comparison (Resolved/Newly Affected/Improving/Worsening), full history UI, exact reduced-policy validation across more examples, production sign-off after real-data checks.
App Update
Current version
Updates are checked when the app opens and when you come back online.
Calculation Audit