Reports

This section was created to visualize the total sales and commissions received, also the total sales by supplier and by agent. Admin users or owners can use these analyzes to manage their strengths and weaknesses based on sales amounts, best-selling services and the highest commissions. They will also be able to know which are the agents that sell the most, generate more or less commission.

Note: An agent user will only be able to see the amounts of sales and commissions that correspond to him/herself, they will not have access to the general information of the agency or of another agent.

 

How is the Reports Module conformed?

The reports module is made up of four sections:

 

Amounts

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  1. What is the amounts section included in the reports module?
  2. How is the amount section formed within the reporting module?
  3. How can I see the commissions and amounts of an advisor in the reports module?

 

1. What is the amounts section included in the reports module?

Within this section you will see the total sales of the agency (net amount), the commission of the agency and the commission of the advisors of the confirmed services. There are also a series of graphics that show the total gross amounts of the services, the commission received and its distribution.

2. How is the amount section formed within the reporting module?

Within this section you can see the total gross sales amount of the agency, the agency commission and the agent commission for all the confirmed services. There are also a series of graphics showing the total gross amount of the services, the expected commissions and the commissions received with their respective distribution to the agency and agent.

3. How can I see the commissions and amounts of an advisor in the reports module?

  1. Select the Reports Module in the main menu of the platform.
  2. Then in the amounts section, click on the box called all agents.
  3. A list will be displayed to choose one of the agents.
  4. You can see the amounts by month, year or define a date range.

Note: An agent user can only see his amounts, will not have access to the general information of the agency or another agent’s information.

 

Suppliers

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  1. What is the supplier section within the reports module?
  2. How is the supplier section conformed in the reports module?
  3. How can I see what are the best-selling services of an agent in the Reports Module?

 

1. What is the supplier section within the reports module?

It is where you can view the total sales of the agency by service and by provider. By setting a date range, you will be able to visualize all the income that was generated in the course of the selected time.

2. How is the supplier section conformed in the reports module?

  • The gross sales amount of the services, in the date range you choose
  • The commissions generated by those sales
  • The commission the agency has received for the services
  • The commission received by the advisors
  • The number of services sold and the number of people served
  • See the more frequently used suppliers of the agency for each of the available services.

3. How can I see what are the best-selling services of an agent in the Reports Module?

  1. Select the Reports Module in the main menu of the platform.
  2. Click on the Suppliers section. Then locate the bar of all the advisors and click on the name of the agent you want to see.
  3. Choose the date range.
  4. To see the amounts sold by service and also the most used suppliers in each of the services click on the service you want to view and then select the View Suppliers button.

 

Agents

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  1. What is the agents section within the reporting module?
  2. How is the agents section conformed within the reports module?
  3. How can I see the sales and commissions of an agent in detail?
  4. Can I export the report of the agency's advisors?
  5. How to export sales and commission reports of the agency?

 

1. What is the agents section within the reporting module?

Here you can view a list of the agents and establish a date range to see the corresponding amounts for each one. Through this section, the sales and commissions generated by the agents can be monitored effectively, as well as knowing the cost of the services sold and the commissions the providers generate to the agency

2. How is the agents section conformed within the reports module?

  • The gross sales amount of each advisor.
  • The total commission received.
  • The detailed amount of the commissions received for the agency and the advisor.
  • The percentage of the commission from the agency and the advisor.
  • Plus two graphics with costs information and commission information.

Select an advisor from the list to be able to see more details about their movements on the platform; the dates of the transactions, most used suppliers, breakdown of the commissions they have generated in their trips, etc.

3. How can I see the sales and commissions of an agent in detail?

  1. Select the Reports Module in the main menu of the platform.
  2. Click on the Agent section. Select one agent from the list or do a search by name. Then choose a date range.
  3. You will be able to see the amount of the sales and commissions in the selected date range filtered by agent. In addition, a list of all the services sold by him/her will appear.
  4. You will also have two additional tabs with detailed information of the commissions received and commissions paid from the advisor.

4. Can I export the report of the agency's advisors?

Yes, you can export in an Excel file the general report of the agency or choose from the available options of the platform:

  • Sold services
  • Commission received
  • Commission paid

5. How to export sales and commission reports of the agency?

  1. Select the Reports Module in the main menu of the platform.
  2. Click on the Agent section, choose the date range you want to see and locate the Export button on the right side.
  3. The platform will export the content into an Excel file, look for it in your computer ́s download folder.
  4. If the administrator wants to export the amounts of a specific agent, he must indicate his name in the search bar on the left. Then locate the Export button.

 

Clients

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  1. What is the clients section within the Reports module?
  2. How is the clients section conformed in the reports module?

 

1. What is the clients section within the Reports module?

Here you will find an analysis of your clients database. Through counting boxes and graphics the platform will show you your segmented database that you can evaluate and work on your strengths and disadvantages to improve your productivity.

2. How is the clients section conformed in the reports module?

Within this section you will find:

  • Classification and segmentation of the clients database.
  • See a section of general information where you can check the amount of information about the clients that has been entered to the platform.
  • Comparative tables that will facilitate your evaluation of the information acquired.

 

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