- Sales And Commissions
1- Individual Sales And Commissions
On top of the Pipeline View you will find an overview of your "Sales" and "Commissions".
In that overview, you can see :
- Your Total Sales and Total Commission
- And the Total Sale and Commission of Deals in each Stage
- Sales and Commissions of your "Won" Deals
2- Team Sales And Commissions
If you are part of a team or a Broker and would like to see your team members Deals, Sales, and Commissions:
- Switch "Include Team Deals" icon from "No" to "Yes"
- You will then be able to see all your team members's deals.
- On top of the pipeline you will also find an overview of the Team's Sales and Commissions that includes:
- Total Sales and Commissions of the whole team
- Total Sales and Commissions of the team's deals in each deal stage.
- Total Sales and Commissions of the team's Won Deals.
3- Filter Sales and Commissions
If you are only interested in seeing your Sales and Commissions (your Team Sales and Commissions) for a specific time, you can filter your deals.
- Just go to the filter box next to the Sales Overview
- Type in the dates in between which you want to see the "Sales and Commissions"
- Hit Filter
- You will then be cable of only seeing the amounts for that particular period of time.
For Example let say i wanted to see only my amounts for the month of august:
1- First I go to the Filter Box
2 - I fill in the dates
3- I hit "Filter" and I should be able to see only my totals for that specific period of time.