Travel Calculator Widget Guide – FrontRunner Enterprises

To learn more about our Travel Calculator widget, watch the demo video below:

How to Add the Travel Calculator Widget:

Go to Agency Setup
Click Step 2: Management Options
At the top of the page, click Dashboards
Click the Settings icon to open the dashboard
Scroll to the bottom of the page and click Add Row
Select how many widgets you want on the row and click Add
Click Add Widget
Locate and select the Travel Calculator widget
Click Save

Customizing the Travel Calculator Widget

Once the widget is added, you can configure it to match your office goals.

1. Name It

By default, the widget is named Travel Calculator, but you can customize this if you choose. Have fun with it! A few examples:

Travel Incentive Tracker
Next Stop - VACATION
In It to Win It!
Mission: HAWAII

2. Set Your Goals and Existing Credits

Enter if the goal is for individual team members or the entire team

A. Define how much premium equals a travel credit.

Examples:

$1 premium = 1 credit
$100 premium = 1 credit
$1,000 premium = 1 credit

Choose whether Health premium should also contribute toward travel credits.

Yes – Health premium will count toward the goal
No – Only Life premium will count

B. Credit Stops After (Months)

Set how long the system should track credits toward this goal
If left blank, the system defaults to 12 months.

C. Amount of Credits to Hit Goal

Enter the total number of credits required to win the travel prize.

Example: If your travel goal is $25,000 in Life premium and $1 premium = 1 credit, then Goal = 25,000 credits

D. Existing Credits to Begin

NOTE - Only use this field if you are migrating from another system or need to manually add credits not already captured in FrontRunner. If starting fresh, or your previous data is already in FrontRunner, simply enter 0. Example:

Team already earned 8,000 credits not reflected by sales in FrontRunner
Enter 8000 so the widget reflects their current progress.

Click NEXT

3. Select Time Frame

Yearly Rollover
Yearly No Rollover
Custom Time Frame Rollover
Custom Time Frame No Rollover

4. Name Your Reward/Prize

This will display on your widget

Will You Pay A Flat Amount If The Goal is Hit?

If you provide a financial incentive, you can list it here. Otherwise, select No.

Click NEXT

5. Display Options

Select How You'd Like Your Widget to Display:

Thermometer
Bar Graph
Table

Select Widget Color

Assign Widget to team or specific Team Members

Click SAVE

Important Notes:

If a customer pays annually or pays several months in advance, you can reflect that in FrontRunner when entering the sale. You’ll see a field labeled “Paid Multiple Months.”

For example, if the customer paid for the entire year up front, enter 12 in this field. The Travel Calculator will then credit those months immediately, allowing the sale to contribute the full amount of travel credits right away rather than spreading them out month by month.

If you have questions about configuring the widget or its functionality, please contact support@imafrontrunner.com and our team will be happy to assist.