Under Contract Forecast Report

Overview:

In this article, we will cover how to locate and use the Under Contract Forecast Report. This is one of the system's most utilized reports. Please find the available resources below.

Permission Level:  Admin + Billing

Report Details:

• This report is designed to provide a detailed forecast for current closings within the system at the transaction level.
• This report is based on the Estimated Close Date.
• Metrics captured on Report:
  • Transaction Count (Not side count. This means it is counting how many overall transactions are represented, not how many sides of a transaction are represented.)
  • Total Sales in Volume (Based on Sales Price of Transaction, not Volume allocation at Agent Level)
  • Gross Commission Income (GCI before Referrals)
  • Adjusted Gross Commission Income (GCI after Referrals)
  • Total Agent Net Amount
  • Total Referrals (External Referrals off the top)
  • Total Brokerage Gross Amount
  • Total Brokerage Net Amount
• Ability to select the desired time frame 
  • If running a report in the past, the report will break down the metrics for 'Closed' transactions within the top reporting widgets
• Can filter by offices or group multiple offices together, including all offices
• Ability to filter transactions to include/exclude certain transaction tags
• Ability to export to CSV/Excel

Navigation:

Click directly on image to enlarge