Brokerage Engine Support

Office Monthly Production Breakdown Report


Overview:

In this article, we'll cover how to locate and interpretrate the Office Monthly Production Breakdown Report.


Permission Level:  Admin + Billing & Compliance


Report Details:

  • The purpose of this report is to get a snapshot of what status all transactions that went under contract within a particular month are currently in.  For example, if a transaction was contracted in March and did not close until June, it would still reflect in March but the status would now reflect as closed under the month of March.
  • Ability to toggle between the following metrics:
    • Sales Volume
    • Gross Commission Income (GCI before referrals)
  • Looks back 13 months
  • Individual status breakdown Table by Written, Closed and Cancelled statuses
  • Ability to hover over columns for numbers and can click on desired offices to remove/add
  • Ability to export to csv/excel available on left hand side above data table.
Link to Full Step-By-Step Guide

Navigation:


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