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Agent Commissions Report FAQ
Agent Commissions gives the office a single agent's sales volume and commission figures for a period, while the per-transaction statement covers one deal at a time. Answers to the common questions about running, reading, and sharing them.
What's ...
Agent Commissions Report
The office's view of one agent's commissions, with the sales volume and commission figures for whatever period you ask for.
Introduction
An agent asks what they've earned this year, and the answer has to come from the office rather than from th...
Agent Contribution FAQ
Agent Contribution shows what each agent has paid into the brokerage and how far they are from their next split. Answers to the common questions about access, delivery, and reading the thresholds.
Is this a special report I have to request?
No...
Agent Contribution
See what each agent has contributed to the brokerage this period, and how far they still have to go before their next commission split.
Introduction
Two questions tend to arrive together. What has each agent brought the brokerage this year, and...
Agent Income FAQ
The Agent Income report is the deep, one-agent-at-a-time breakdown, from gross commission down to net payable. Answers to the common questions about 1099 season, deduction detail, and how it differs from Agent Production.
What's the difference be...
Agent Income
One agent, every number. The Agent Income report takes a single agent's transactions from gross commission down to net payable, line by line.
Introduction
An agent questions the amount on a check, or your accountant needs a figure per person be...
Agent Production FAQ
Agent Production is the all-agents production download, covering pending and closed units, volume, fees, and commission. Answers to the common questions about pending deals, missing agents, and 1099 preparation.
Does the report include pending tr...
Agent Production
Every agent on one page: pending and closed units, sales volume, fees, deductions, and commission, all in a single download.
Introduction
Two questions come around every year: what did each agent earn, and who's actually producing. Both want th...
Agent Units FAQ
The Agent Units report counts the sides each agent earned and pairs them with the commission on each transaction. Answers to the common questions about units, splits, and columns that look wrong.
What exactly is a unit?
One side of a deal. Th...
Agent Units
Units are how Pipeline counts sides. The Agent Units report shows how many each agent earned and which transactions they came from.
Introduction
Two agents each closed six deals this year, and one of them handled both sides on half of hers. Cou...
Aggregate Performance FAQ
The Aggregate Performance report summarizes a period of closed business for the whole company and ranks your top producers. Answers to the common questions about units, closings, sales volume, and what the report leaves out.
What's the difference...
Aggregate Performance
The whole company in one file: how many deals closed, how much came in, how much went out to agents, and who your top producers were.
Introduction
Somebody asks how the company did last year. Not one agent and not one deal, but the whole thing,...
Commission & Closings FAQ
Commission & Closings is the transaction-level record of closed business, filtered by location, period, side, and label. Answers to the common questions about missing transactions, referrals, deductions, and year-end reporting.
Why are closed tra...
Commission & Closings
The closed-business record — every closed transaction in your period, with the commission and fees your company collected and what it paid back out.
Introduction
Year-end arrives and your accountant doesn't want a total. They want the closings ...
Commission Summary (Commission Module) FAQ
On the Commission Module the Commission Summary reads your CDAs, so a transaction counts only once you've entered commissions on it. Answers to the common questions about what's counted, what each figure means, and how far back it reaches.
How is...
Commission Summary (Commission Module)
Read your brokerage's money at a glance: on the Commission Module, the Commission Summary carries sales volume, gross, referral, broker, agent, and fee totals beside the pending and closed counts.
Introduction
A month closes with deals in it, y...
Comparative Production (Commission Module) FAQ
Comparative Production measures sale prices and transaction counts, never commission, and on the Commission Module only for closed transactions with commissions entered. Answers to the common questions about scope, periods, and what the figures are ...
Comparative Production (Commission Module)
Comparative Production lines the same month up across years, and on the Commission Module it adds a Sales Units section and counts only the closed transactions you've entered commissions on.
Introduction
Comparative Production answers the quest...
Find Out What the Brokerage Actually Made
Four reports answer four different versions of the question — what came in, deal by deal, what's still coming, and how this year compares. Pick by the question, not by the report that's nearest.
Introduction
"What did we make?" isn't one questi...
Forecast What's Closing
Three reports answer 'what's closing' and none of them agree, because each one gates on something different. Pick by the gate you can live with, and the numbers stop looking broken.
Introduction
Run all three pending views on the same day and y...
Get Agents Their Own Commission Numbers
Agents asking you for their commission figures don't need you at all — the report is already in their profile. Here is how to hand it over once and stop being the middleman.
Introduction
Every January, and often every month, the same request la...
Give Every Agent the Production Credit They Earned
You allocate sales volume and units by hand, and they don't follow the commission dollars. That's what lets a dual-sided deal credit two sides, an assistant credit nobody, and a mentor take money without taking production.
Introduction
Two numb...
Lead Sources Report FAQ
The Lead Sources report ranks your closed business by where the lead came from. Answers to the common questions about access, empty reports, and reporting on lead sources without the module.
What's the difference between Lead Sources and the Lead...
Lead Sources Report
Find out which lead sources actually produce. Closings, commission, and sales volume are broken out by where the business came from.
Introduction
You're paying for portal leads, a referral network, and a sign rider, and sooner or later somebody...
Listing Inventory Report (Commission Module)
Your listing side doesn't wait on a CDA: the Listing Inventory Report counts every qualifying listing whether or not you've entered commissions.
Introduction
The Listing Inventory Report totals your listing-side inventory for the periods you pi...
My Commission Summary Doesn't Look Right
A blank page, a missing deal, or a total that can't possibly be right almost always comes back to the same thing: what the report can read. Here's how to find it.
Start Here: the Report Reads Your CDAs
On the Commission Module, the Commission S...
My Commissions Report FAQ
Every agent can download their own commission figures from their personal profile, with no admin and no special permission needed. Answers to the common questions about access, date ranges, and what the numbers include.
Do I need a permission to ...
My Commissions Report
Agents can pull their own commission figures without asking anyone. It sits in your personal profile, labeled Your Commissions.
Introduction
You closed four deals this quarter and you'd like to know where that leaves you, without emailing the o...
Pending Commissions FAQ
Pending Commissions projects income from deals that are under contract but not yet closed. Answers to the common questions about what qualifies, blank downloads, and per-agent breakdowns.
Why does my Pending Commissions report download blank?
...
Pending Commissions
Look forward instead of back. Pending Commissions lists the commission figures on deals that are under contract but haven't closed yet.
Introduction
Halfway through a month, what matters isn't what closed. It's what's coming: which deals are un...
Pending Inventory Report (Commission Module) FAQ
The Pending Inventory Report reads the Sales Price and Total Commission on every pending transaction with a close date, CDA or no CDA. Answers to the common questions about what's counted, which pending report to run, and why two reports disagree.
...
Pending Inventory Report (Commission Module)
Forecast the whole pipeline, not just the part you've done the paperwork on: the Pending Inventory Report totals sales volume and commissions on every pending transaction that carries a close date.
Introduction
A good part of what your office b...
Pull the Numbers You Need for 1099s
Three reports cover the three levels — every agent at once, one agent line by line, and the brokerage. Here is which to run, and what has to be true about a deal before any of them can see it.
Introduction
Year-end asks the same question at thr...
Rank Your Agents and Find the Top Producers
One report already ranks your top ten for you. A different metric, a longer list, your own cut: everything past that is a download and a sort.
Introduction
There is no ranking report in Pipeline, and there doesn't need to be for the common case...
Why Don't My Sales Volume Totals Match?
Sales Volume in your reports is the figure allocated to each agent when commissions were entered, not the transaction's sale price. That's almost always where a mismatch starts.
Sales Volume and Sale Price Are Two Different Numbers
Sale Price i...
Why Is My Commission Report Blank or Missing Transactions?
A commission report only counts a transaction once its CDA, its close date, its status, and your filters all line up. Here's how to find the one that's off.
Start With the CDA
This is the check that resolves most of them. Every report in the Fi...