New agent sales ranking reports.

To help managers compare agent production of new hires, agents assigned to an office manager, or all active agents, new ranking reports have been added. Both company wide and office wide reports are offered. There are 8 new ranking reports as outlined above.

The “Written office” reports will rank agents production that is written in the selected office(s). This will provide a manager with an agent by agent contribution to the office’s actual revenue and production credited to the office for all agents – those who are based in the office or agents who may be based in another office but represented the manager’s office in certain sales.

The “Agent’s Office” reports will give a branch manager agent totals for all agents who are based in the manager’s office no matter what offices the sales were written in. This means the manager is able to see all production his agents have had no matter what office the business was written for.

The first four rows of ranking reports will rank “All Producing” agents. Agents with no production are not included.

If you want to rank all active agents and you also want to see those who had no production, use the last row company and office level “All Active” reports.  

All of the agent ranking reports are run with a screen similar to above. The above screen is the one used to run the company level combined business written in all or selected offices.

Report run options.
Offices: All or selected offices can be included.
Status’s: All or selected status’ can be selected.
Dated By: sales for a specified date range are selected.

The sales to include can be selected by any of the above five date ranges.
Example: Rank accepted offer business written so far this year:

The sales to include can be selected by any of the above five date ranges.
Example: Rank accepted offer business written so far this year:

Example: Rank pipelines for the next 30 days:

Example: Rank closed sales for the last 12 months:

 Rank By: choose AGCI, Agent Gross (earnings calculated on split), Company Dollar, Units, or Volume.
Include:

NEW  Include Override Earnings:

Display Report As:

The Report Columns:

1. Sales Agent Name
2. Agent’s Office – office the sales agent is assigned to
3. Start – the agent’s start date
4. Rank Number
5. Units – sum of units earned by the agent
6. Volume – sum of volume earned by the agent
7. GCI – Gross Commission Income allocated to the agent (The total GCI is calculated in the transaction “Commissions” tab line “IA2”).
8. Referrals – allocated to the agent.
9. AGCI – Adjusted Gross Commission Income (GCI less Referrals).
10. Off-Top/FRANchise fees and allocations – the “CA3” entries allocated to the agent.
11. NAGCI – Net Adjusted Gross Commission Income – the revenue level most agent commission plans split on. This is equal to AGCI less the Off-Top/FRANchise fees,
12. Agent Gross – the agent’s gross earnings.
13. Company Dollar – the revenue left after subtracting Agent Gross from NAGCI to cover “company” fixed expenses.

Want to see underlying details? Use “Drill Down”:

To view the detailed production of a particular agent, move the cursor over that “row” to obtain the magnifying glass and double click.

Above: drill down detail shows each commission side earnings, revenue allocations, units and volume awards transaction by transaction.

Below: sample bar chart:

For Graphs, the figure selected for the “Rank By” is charted – e.g. AGCI above.

To view and compare how agents hired over a certain period use the “Agent Start” reports. As illustrated above, for example, YTD written earnings for agents hired in the last two years are to be compared.

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