Commission Summary

Access the Commission Summary to get a snapshot of company-wide production across multiple months and years.

Introduction

The Commission Summary gives admins a quick snapshot of agents' commission performance over time. It displays past agent earnings as well as future projections in an interactive and easy-to-read format.

Do you need to compare the difference between months or years? Access the comprehensive Comparative Production Report.

View the Commission Summary

View the Commission Summary to track company-wide commission activity.
Who Can Do This? Admins can view the Commission Summary.

To view the Commission Summary:

  1. Go to the Reports page by clicking [Reports] from the top menu.
  2. View the monthly and yearly summaries:

    • View the current summary. The left side displays the current and last month, while the right side displays the current and last year.

    • View past and future summaries by clicking the back or forward arrows.
  3. View commission figures (described below).

Pending Total

Pending totals are displayed for each month and year.

The total number of Pending transactions includes transactions that are currently in a Pending Status and have a Close Date for the given month / year.

Closed Total

Closed totals are displayed for each month and year.

The total number of Closed transactions includes transactions that are currently in a Closed Status and have a Close Date for the given month / year.

Commission

Commission displays the combined Total Commissions on transactions.