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Agents Capped This Period Report in Standard Reports

Recreation of winmore Capped agents this period is a must! We celebrate our cappers monthly and without this report we have no way of pulling this data.
It would also be helpful for some sort of alert to pop up when closing the Transaction to highlight that the agent as just capped.

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Lisa Milner shared this idea  ·   ·  Report…  ·  Admin →
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  • Bob Bethke commented  ·   ·  Report

    We pulled this report daily to see who has Capped, then we updated our Cap Mgmt sheet. We recognized these agents on a weekly basis at our weekly agent meeting. The current standard "Cap Mgmt" report takes far too much data extrapolation to determine who has Capped in the current month. We need a report stating "Here is who has Capped this month so far".
    Thank you.

  • Martin Charles commented  ·   ·  Report

    Critical as a recognition for our agents, but the current process to find who has capped is a bit of a time drain.

  • Gerry Hazen commented  ·   ·  Report

    This is not only important for promoting our agent wins, but MCs use this to determine the length of time that capping agents contribute company dollar into the market center from their roll date, which is critical to market center success.

  • Michael Norton commented  ·   ·  Report

    A must know! We may miss this, and not log it when entering and closing out transactions during the month.

  • Mark Keller commented  ·   ·  Report

    Agree with most of the comments (stopped reading after the first handful). We celebrate our cappers at Team Meeting each month, thru social posts when they cap and other ways. It's CRUCIAL to the agents.

    How was this missed???

  • Beth Langevin commented  ·   ·  Report

    Critical as this is not a duplicateable (historical data mining) report

  • Rebecca Bryant commented  ·   ·  Report

    We use this for recognition and retention for Social posts and yard signs. Not sure why it was not included with the transition.

  • Theresa Ripa commented  ·   ·  Report

    Please create this report, we use it every week to check for cappers in case they were missed when closing out a transaction

  • Kimberly Kelm commented  ·   ·  Report

    We used this monthly for recognizing/celebrating our agents for our weekly meetings and on social media.

  • Jan Donavant commented  ·   ·  Report

    Yes please. We need to know who caps. It is a crucial for recognition.

  • Anna Reiswig commented  ·   ·  Report

    We absolutely NEED this. We have a monthly luncheon for our agents who've capped and it's a BIG deal to them to make the list.

  • Jeannette Seguin commented  ·   ·  Report

    I use it all the time. Report that is part of my transmittal process. Crucial for recognition.

  • Brad Warriner commented  ·   ·  Report

    Printed every month before transmittal, and it was on my checklist to make sure I didn't forget! Critical for agent recognition and retention!

  • Amanda Laws commented  ·   ·  Report

    Having a report that shows cappers during the month is crucial for retention.

  • Emily Shaw commented  ·   ·  Report

    This report is absolutely vital for our MC.

  • Adrienne Usher commented  ·   ·  Report

    This is a critical report! Knowing who capped and being able to celebrate that is part of what sets KW apart. Without this report, auditing cap management, celebrating cappers, etc. would be next to impossible.

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