265 results found
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Profit Share Statement
We used to send out Profit Share Statements but the reports app doesn’t have statements anymore! I would love for PS statements to be available each month, and even jf it includes lifetime PS. The current spreadsheet is not something that we can really send to agents and I don’t want to have to create a statement every month!
8 votes -
most recent month first
Can you please change the month choices to show the most recent month first so we don't have to scroll down for every report?
6 votes -
Highlight the area needing attention
It would be very helpful to highlight the specific area of the document that requires attention or where information may be missing. This is especially important for documents that do not include line numbers along the side. Doing so would allow agents to quickly locate the issue or omission and address it more efficiently, helping ensure that any necessary corrections are completed promptly.
2 votes -
Agent referall with Market center affiliation
When searching for agents for referalls, the app does not show us which market center they are affiliated with.
1 vote -
Exclude Heatseeker Leads from "Leads Last 7 Days - Not Contacted" SmartViews
We would like the Heatseeker leads to be removed from the Recruit Management SmartView titled “Leads Last 7 Days – Not Contacted."
We have noticed that by the time Heatseeker leads appear in this SmartView, they have often already moved on or are no longer in the area. Removing them from this Smartview saves us time from having to log an interaction to make them go away.
3 votes -
Require clicking through a confirmation prompt for a negative Approved Costs amount
To avoid an accident of over profit sharing -- have a prompt to confirm Approved Costs when they are a negative.
3 votes -
Share Custom Report Templates
Provide the option to share custom report templates/views with other KW leadership members
22 votes -
Column options in Custom Reports or Specific Report Views
Add the option to add a transaction side column to the Vendor reports. Would probably be helpful to just have all potential column options to create a custom report
4 votes -
Associate Sales Transaction Detail
It would be wonderful if we could pull the Associate Sales Transaction Detail report by closed PERIOD, instead of closed DATE.
As agents ask for (or trying to pull) a transaction list that matches their 1099, the closed PERIOD option would allow for a report to match their 1099. Pulling by closed DATE doesn't always work if they had a property closed at the end of December, but it wasn't processed until after month-end, making it count for the new year.2 votes -
Associate Awards visible in all MC for dual associates
Scenario: MC has 3 Associates who are dual-affiliated and cannot see their Associate Awards Reports as the system defaults to the most recently joined MC.
Solution: Show all active associates in the Associate Awards Reports.
Use-Case: MC often use these numbers for MC and Regional recognition.
7 votes -
CommandMC: Activity and Custom Reports, Scroll Bar
Can the left, right scroll bar be moved to the top of the graph? It's cumbersome to scroll to the bottom to move left and right between the visible columns.
3 votes -
Overall Filters Needed in New Custom Reports
The new Custom Reports require you to add a column to the report in order to filter for that type of data. In many cases, this is not ideal and creates unwanted additional rows/entries. The old Custom Reports allowed you to add overall filters to the report that do not add columns. This feature should be added to the new Custom Reports (honestly to all of the new Reports) for ease of use.
14 votes -
Agent Ranking Report
Currently, the Agent Ranking Report only allows you to rank by GCI , Closed Units and a few other things. Closed Volume and Listings Taken should be added as metrics to rank by as well. This would help determine a Top 20% in a MC by metric that you choose. Custom Reports doesn't have these metrics either.
22 votes -
New Reports Organization
We run about 40 different reports each month and the new system has no way to logically organize these new reports. We used to be able to create folders (month end reports, Coaching Reports) to organize what we need and how we need to see it. Now it is just a jumble of saved folders. and if we create custom folders, we have to go in there and find what we saved.
16 votes -
New Reports - we need a filter by year not just months
We need a specific Filter for Years (to avoid manual month-by-month selection) in the new reports section so that we don't have to choose every month for reports.
19 votes -
account not tied to a person
Would be great to have a master Command account for the marketing team that IS tied to Canva, but does NOT make you enter SSN or banking info to set the account up. The idea is that it would be tied to the Market Center not an individual so that it outlives all future personnel changes and any future new marketing director can use the same account and Canva files are not lost. This account could also be used to post Smart Plans for the brokerage created by marketing.
1 vote -
resource page for each market center
Would love a place to be able to upload office docs and resources specific to our market center (like a link or file bank we can build out for our agents). Maybe put the resource page link in the dropdown under the agents name in the top right corner? Would be super helpful to have everything they need in one place right in Command.
2 votes -
New Reports are Filled With UI problems
The UI of the new reports section is, to put it simply, bad. They are difficult to read, create, print, download, and are generally just a direct downgrade to the old reports. I realize that aesthetics are probably a low priority when it comes to designing these things, but they shouldn't be. A report that is difficult to read is one that fails at the sole function of a report, that being to communicate data.
On the old reports, we could preview our print/download right in command, and yes it was usually not very good looking, but I don't want…
13 votes -
"on track" for capping
Under the cap & Split section - it should have an additional bar for "pending" CO$ & Roylaty that has not yet closed (as long as closing is before roll over date). And it should indicate if the associate is on track to cap or if they are off target.
2 votes -
Profit Share Info
We need associates profit share info in the associates applet. See their downline & their Profit Share Trends. MCAs are constantly asked for this info, it all being in their associate applet would be much easier to navigate. And a bonus if it was on their profile for them to see as well. Maybe the # of associates in their downline clickable so they can see who they are.
5 votes
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