Brokerage Engine Support

YOY Production Analsyis


Overview:

In this article, we'll cover how to locate and utilize the YOY Production Analysis Report to provide a 5 year trend on 3 critical metrics.


Permission Level:  Admin + Billing & Compliance


Report Details:

  • This report is designed to provide data over previous 5 years on key metric at the office level
  • Ability to toggle between following metrics for year over year comparision
    • Sales Volume
    • GCI (Gross Commission Income)
    • Brokerage Net 
  • Provides Table and line graph view of selected metric of each office

  • Provides Delta % based on previous year

  • Ability to hide/add offices to line graph

  • Ability to Download to PDF or export to excel/csv

  • Preset Filters available for Month, Quarter, or year-to-date

Navigation:


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