revenue reports

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jayschwartz10

14 Feb, 2018 03:28 PM

I never got a response from message below.

---------- Forwarded message ---------- From: Jay Schwartz [email blocked]
Date: Fri, Feb 9, 2018 at 2:52 PM
Subject: Re: revenue reports [Problems #4786]
To: Connors [email blocked]

When I run a revenue report it is not picking up the correct revenue. I would like to knoe what I have to do to get the revenue reports like example below

Date Range (this month), Agent (ALL), Carrier ( Mutual of Omaha),Product(G),and Group I tried product ,carrier and agent

I was hoping to capture from the revenue report the following:

Eample:

new client commission $300 commission for year

new client commission $300 commission for year

Renewal income $25 1/12 of the annual renewal of 300
Renewal income $25 1/12 of the annual renewal of 300
Renewal income $30 1/12 of the annual renewal of 360
Renewal income $40 1/12 of the annual renewal of 480

silver script $2020 20 new clients @ 1 time commission $101

TOTAL $2740

I noticed that under reports the renewals tab has nothing set up. Could this be my problem.

Jay

  1. Support Staff 1 Posted by Strouse on 14 Feb, 2018 06:25 PM

    Strouse's Avatar

    Jay,
    The revenue report currently only works with commissions unless you manually entered the renewals. Adding the renewal side is on the schedule, but it's not there right now. Clu can you give more detail.

    Jeremy

  2. 2 Posted by Jay Schwartz on 14 Feb, 2018 06:37 PM

    Jay Schwartz's Avatar

    If I run a monthly report it is not calculating properly. It is giving a .83 value. Not sure why. Can we schedule a brief call.

    Jay

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