Generate reports and see graphics on both company and agent level

Who can use this feature?

For Admin and Agent

Pro

Manage total sales and commissions. Monitor and keep track of commissions to the agencies and the agents from this module. All information is broken down depending on the service’s status: proposal confirmed and canceled. Generate reports and see beautiful graphics on both company and agent level.

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Look Around

Who can use this feature?

For Admin and Agent

Pro

When you enter the Reports Module you will find three filters:

  1. Creation date: Services that were created in the year you selected.
  2. Start date: Services that have a start date in the year you selected.
  3. End date: Services that have an end date in the year you selected.
  4. Confirmation date: Services with confirmed in the year you selected.

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Totalization Boxes

Who can use this feature?

For Admin and Agent

Pro

You will see three totalization boxes at the top of the page, they will show you the total amount registered for the services on the platform based on the filters that you previously selected. These boxes will reflect the total amounts for proposal, confirmed and canceled services. While breaking them down into three additional categories:

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Gross Amount Graphics

Who can use this feature?

For Admin and Agent

Pro

Use the different options on the graphics box to review specific performance in gross amount, expected commission, the commission received agency commission and agent commission.

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Service Status Over Time

Who can use this feature?

For Admin and Agent

Pro

This is a monthly diagram of the total amount for confirmed services and proposals. It will show the amount that remains to be converted from one status to another. You can also compare between months within the same year, and break down the information by gross amount, agency commission and agent commission.

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