Generate hundreds of valuable reports to track your bottom line profits, agent productivity and ranking, transaction activity and more…
To view report samples below simply click on the report name and a new window will open to display the sample.
Back Office Report Samples
Report Name |
Report Purpose |
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Agent Income Detail |
Agents will appreciate this detailed breakdown of earnings, GST, and deductions, as applied to their closed transactions. Great for tax time |
Agent Other Fee Detail |
Monitor other fee amounts paid on closed transactions to date. Analyze cap differentials and the impact to your bottom line |
Manager Override Detail |
Monitor manager overrides (agent recruitment bonuses), paid on closed transactions to date. Analyze cap differentials and the impact to your bottom line |
Company Profit Transaction Detail |
Evaluate Company DOLLAR by agent and transaction! View AGI (gross commission income) through to agent and broker portion commissions, fee deductions, overrides and cumulative company dollar profit |
Agent Withhold Detail |
Agents and Brokers alike will find this to be a valuable report for tracking withholding amounts deducted from agents and balances due |
Transaction Commission Fee Sales Detail |
A combo report that reflects company $ earned, commission and deduction amounts as well as sales volume and units which can be used to rank and display agents as desired |
Agent Production / Sales Detail |
Great report to refer to when renewing agent contracts or for sales award purposes. Displays written and closed sales volume and units by agent within their current (or past) commission plan date cycle |
Agent Production Sales Summary |
Useful for analyzing agent production – ranks agents’ written and closed transactions by volume, units or commission |
Transaction Trade Summary |
An abbreviated version of the standard trade record sheet. Use it to compile franchise sales information for Head Office reporting |
Agent Sales Vs. Expenses |
Use this useful report to quickly determine who owes the most in outstanding expense balances, their closed transaction history and projected closings |
Transaction Income Statement Detail |
Ever wonder what your true bottom line is after all is said and done on a transaction? This report facilitates a true understanding of income, expense and liabilities on a per transaction basis. A profit and loss report with a twist |
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