Reporting
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      2. Client: Agency Assessment
      3. Reporting

      How to run Client Tiers

      Book of Business (AMS360)

      Once the raw data is received
      1) Look for the Type of Business (D) column Delete all aside from PL and CL

      2) Look for the original transaction Column then Filter out anything but New Business, Renew Policy,
      Rewrite or Reinstatement and count as a policy everything besides above mentioned don't count, but all premium from the original transaction column will be computed.

      After processing the data3) Create or duplicate another tab for customer names, copy and paste column A, remove duplicates, and make sure all names have tied up with their account count 
      Rename the tab by using the date Received
      Data Sheet Set Up