COMMISSION
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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

Regular Agent Rules v1
Net Payout $0.00
Edit:

Quarterly Goals & Progress

Checking qualification...
Volume Requirement 0 / 2.0M
Need $2,000,000 to qualify.
Units Requirement 0 / 4
Need 4 closed units to qualify.
Cumulative Files (New Agent) 0 / 10
New Agents need 10 cumulative closed files.

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.

Payout Multiplier Milestones Need 93+ pts for 100%
Current Simulation: 0 pts → 0% Multiplier
0-40 pts0%
41 pts40%
55 pts50%
66 pts70%
75 pts80%
86 pts90%
93+ pts100% 🏆
Quarter Months Modeling

Past months are locked actuals. Adjust projected months using steppers or direct inputs.

Comparative Scenario Outcomes

+$0.00 Net Difference
Simulated Quality Points
0 pts vs 0 actual
Payout Multiplier Tier
0% vs 0% actual
Need 93+ pts for 100% payout
Projected Net Commission
$0.00 vs $0.00 actual
Qualified for settlement
Concept / Metric Simulated Quarter Total Simulated Points
Closed Volume
$0.00
Closed Units
0
Submissions
0
Prequals Completed
0
Ratio Closed/Submissions
0%
Ratio Preapproval/Submissions
0%
Contract to CTC Average Days
0 days

Quality Score Card

Accumulated Points 0
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

Base Rate 0.00% Applied base percentage
Gross Commission $0.00 Volume × Base Rate
Payout Multiplier 0% Multiplier based on scorecard points (0% - 100%)
Net Payout $0.00 Gross × Multiplier + Adjustments
Quarterly Salary $0.00 Monthly: $0.00/mo
Quarterly Software Cost $0.00 Monthly: $0.00/mo

Company Cost Analysis

Total Financial Impact $0.00
Commission Payout $0.00
Quarterly Salary $0.00
Software Cost $0.00
Quarterly Agent Cost
$0.00
Quarterly Salary $0.00
Software Cost $0.00
Commission Payout $0.00
2.75% Team $0.00

Global Analytics

Review quarterly sales metrics and each agent's contribution to the total closed volume.

Loading analytics data...

Total Closed Volume (All Agents)

$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

Default Rules
Editing Standard Template You are editing the baseline template rules. Saving these changes will update the default configurations for quarters that do not have custom overrides.

Global Settings

units
The cumulative closed units required for a New Agent to start commissioning.

Agent Eligibility (Quarterly)

$
units

100% Payout Exceptions

$
units

Penalties & Deductions

Milestone Bonuses

Point Systems & Multiplier Ranges

Closed Units Scale
Min Closed Files
Max (Empty for Infinity)
Points Assigned
Days to CTC Scale
Min Days
Max Days
Points Assigned
Submissions Scale
Min Submissions
Max (Empty for Infinity)
Points Assigned
Ratio Closed to Submission Scale
Ratio Formula: /
Min %
Max % (Empty for Infinity)
Points Assigned
Ratio Preapproval to Submission Scale
Ratio Formula: /
Min %
Max % (Empty for Infinity)
Points Assigned
Prequals Scale
Min Prequals
Max (Empty for Infinity)
Points Assigned
Payout Multiplier Tiers
Min Points Required
Max Points (Empty for Infinity)
Multiplier Payout (%)
Team Volume Base Rate Tiers
Min Team Volume ($)
Max Volume (Empty for Infinity)
Base Rate (%)
Realtor Meetings Points Settings
points
The number of points awarded to an agent for each Realtor Meeting set in a month.
80% Conversion Rate Bonus Settings
points
The number of points awarded to an agent when their closed ratio is 80% or higher.
Google Client Reviews Bonus Settings
points
The number of points awarded to an agent for each Google Client Review received in a month.
Google Realtor Reviews Bonus Settings
points
The number of points awarded to an agent for each Google Realtor Review received in a month.

Interactive Points Playground

Simulate performance scenarios by tweaking metrics, and check how they translate to quality points, multipliers, and payouts against different rules versions.

Simulated Accumulated Points 0
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
Simulated Germán Multiplier
0%
Simulated Net Payout
$0.00

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Rules Details

Values applied for this statement calculation.

Base Points Sum

Units Closed (Max): 0 pts
Submissions (Max): 0 pts
Prequals (Max): 0 pts
Ratio Closed (Max): 0 pts
Ratio Preapp (Max): 0 pts
CTC Days (Max): 0 pts
Total Sum: 0 / 100
Total max base points must sum to exactly 100.

Select Software

Select which software subscriptions to assign.

0 selected

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.

Basic Info
2026
Credit Metrics
80% Ratio Bonus Auto (+1.0 pt)
Penalties & Deductions
Bonus Milestones (Tick to enable)

Commission Dashboard

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