📌 Note: Only users with the Compensation and/or Owner user role(s) can access Compensation. See also User Roles & Permissions
The Compensation page allows you to track compensation, manage agent splits, and and view projected payouts across your agency.
Navigating to the Compensation Page
From the main navigation menu, click Business Management
and select Compensation. There are three tabs available:
Compensation - displays a list of all compensation records. Use this view to search compensation records, filter by status, product, or compensation type.
Agent Compensation - displays compensation broken down by agent payout. Use this page to analyze agent earnings, split compensation, and compensation payment status.
Projected Compensation - displays estimated compensation for the year broken down by month.
🔍Tip: The main difference between the Compensation view and the Agent Compensation view two views is that the Agent Compensation view allows users to update and manage the Payment Status for each compensation record to reconcile agent payout.
Understanding the Compensation View
The Compensation View is a report of compensations including the date, Compensation Type, Product, Contact, Compensable Amount and anticipated Net Compensation.
At the top of the page you'll see metric tiles displaying the totals for Pending, Completed, Canceled compensation to equal the Total Compensation.
Edit Compensation
From the main navigation menu, select Business Management and > click Compensation.
Click the three dot Action Menu next to the desired compensation and select Edit.
Complete the Edit Compensation form.
Click Save.
Filter Compensations
From the main navigation menu, select Business Management and > click Compensation.
Select the Compensation tab and > click Filter.
Complete the Filter Compensations form and click Filter.
Export Compensation
From the main navigation menu, select Business Management and > click Compensation.
Select Compensation tab and, if desired, > click the Filter button and input filtered criteria.
Please note, if no Filters selected it will default to commissions between the current calendar year.
Click the three dot Action Menu next to the Filter button and > click Export.
Agent Compensation Page
The Agent Compensation is similar to the Compensation view but shows calculated net compensation payout for each agent and allows you to manage the payment status
Calculating Compensation
The Net Compensation shows the per-period amount, not the annual amount. The rate is treated as an annual rate and divided by the number of periods per year:
Monthly = annual rate / 12
Quarterly = annual rate / 4
Yearly = annual rate / 1
For example, a $10,000 compensable amount with a 10% annual rate on a monthly commission shows a Net Compensation of $83.33.
Agent Compensation: Update Payment Status
From the main navigation menu, select Business Management and > click Compensation
Select Agent Compensation and > click the corresponding Payment Status Badge and select the desired payment status from the drop-down.
*Please note: Each status corresponds to a unique metric tile to display a running total.
Canceled
Disputed
Pending
Unpaid
Paid
Total
Repeat as needed.
🔍 Tip: Select the Compensation Payment button to input details of the agent payout including the reference number and to view a log (including timestamp and updated by) of the compensation status.
Projected Compensation
The Projected Compensation page is organized into three sections:
Current Year - shown first at the top with full monthly breakdown
Projected - Futures years with projected compensation data
Past - Previous years with historical compensation data
How Projections are Calculated
Recurring compensations (monthly, quarterly, yearly) project forward based on their frequency.
Rate division: The annual rate is divided by the number of periods (this applies everywhere, not just projections).
Assumed Growth: If a commission has an assumed growth rate, future months will show slightly increasing amounts.
One-time compensations: Only appear in the month they are dated, no projection forward.
Pending vs Complete: Pending amounts show projected/expected values; Complete amounts show the frozen final values.