Office Forecast

Overview:

In this article, we will cover how to locate and utilize the Office Forecast Report. Please find the details below.

Permission Level:  Admin + Billing

Report Details:

• This report is based on Estimated Close Date.

• Different from the Under Contract Forecast Report, this reports logic runs at the Agent/Office level to provide detailed forecasting for upcoming closing within the system.  This means the report looks at how the commission detail page is currently allocating commission, volume and side count based on the agents office.

• Total Sales in Volume (Based on volume allocation of the agent(s) on transaction)

• Total Sides (units) (Based on side allocation of the agent(s) on transaction)

• Gross Commission Income (GCI before Referrals)

• Total Brokerage Gross Amount

• Total Brokerage Net Amount

• Ability to select desired time period.
• 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 or generate PDF.

Navigation:

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