Monthly Performance Metrics
Manage agent performance metrics records or insert new records.
Monthly Metrics History
| Agent | Period | Closed Volume | Closed Units | Submissions | Actions |
|---|
Statement Engine
Select an agent and a quarter to automatically calculate the financial statement.
Fetching metrics and computing formulas...
Juan Perez
Quarterly Goals & Progress
Checking qualification...Actionable Steps to Maximize Payout
In-Quarter Scenario Simulator Interactive
Model hypothetical metrics for pending months in the active quarter to simulate real-time points, multipliers, and payouts.
Past months are locked actuals. Adjust projected months using steppers or direct inputs.
Comparative Scenario Outcomes
+$0.00 Net Difference| Concept / Metric | Simulated Quarter Total | Simulated Points |
|---|
Quality Score Card
| Concept / Metric | Incidents / Status | Points |
|---|
Monthly Metrics Breakdown
Detailed monthly metrics that make up the active quarterly statement.
| Month | Closed Volume | Closed Units | Submissions | Prequals Completed | Contract to CTC Average Days |
|---|
Settlement Summary
Company Cost Analysis
Global Analytics
Review quarterly sales metrics and each agent's contribution to the total closed volume.
Loading analytics data...
$0.00
Resolved Team Base Rate: 0.00%Visual Sales Contribution
Agents
Manage agents and review their creation dates. Click any row to view details, update, or delete.
| ID | Name | Type | Monthly Salary | Operational Cost | Profile | Account | Date Created | Actions |
|---|
Software Pool
Manage available software subscriptions and costs.
| Name | Cost | Billing | Actions |
|---|
Agent Profiles
Configure profiles with pre-selected software.
| Name | Assigned Software | Actions |
|---|
Calculation Rules & Settings
View and customize parameters for payouts, penalties, and threshold configurations. Changes apply instantly to new calculations.
Select Quarter to Configure
Active Rules: Default / Fallback
Interactive Points Playground
Simulate performance scenarios by tweaking metrics, and check how they translate to quality points, multipliers, and payouts against different rules versions.
| Concept | Simulated Metrics / Inputs | Simulated Points |
|---|---|---|
| Closing Units |
units closed
|
+0 |
| Submissions |
submissions
|
+0 |
| Prequalifications |
prequals
|
+0 |
| Ratio Closed/Submissions |
50%
(computed Closed/Submissions)
|
+0 |
| Ratio Preapproval/Submissions |
80%
(computed Preapprovals/Submissions)
|
+0 |
| Contract to CTC Average Days |
average days
|
+0 |
| Incident Penalties |
incidents
|
+0 |
| Bad Review Penalties |
bad reviews
|
+0 |
| Realtor Meetings Set Bonus |
meetings set
|
+0 |
| Google Clients Review Bonus |
reviews
|
+0 |
| Google Realtors Review Bonus |
reviews
|
+0 |
| 80% Conversion Rate Bonus |
|
+0 |
Create New Agent
Rules Details
Values applied for this statement calculation.
Base Points Sum
Select Software
Select which software subscriptions to assign.
Closed Units Details
Please provide the volume and submission/CTC dates for each closed unit.
Enter Monthly Metrics
Insert or update metrics for a specific month. Duplicate records will be updated automatically.
Commission Dashboard
Access Calculation & Analytics Engine