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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Adrienne Usher
commented
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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Lynn Davis
commented
We used this report at the end of each month for recognition.
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Tiffany Davis
commented
We need this report really bad.
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Erin Norte
commented
This is critical for our MC recognition process!
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Krista Ales
commented
Yes please! It is so important for our retention to recognize agents correctly and in a timely manner. Associates capped this period is vital to helping us recognize our cappers each week and again at the end of the month.
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Hailey Patnode
commented
We use this at our monthly sales meeting to celebrate our cappers! Please add!
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Linda Hayden
commented
Yes, it is imperative that we have this report and can run it regularly.
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Christy Ross
commented
This reports to help celebrate the wins of our agents.
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Whitney Messer
commented
This is a report that our team uses at a high level and expect to have it to continue our processes
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Jordan Edwards
commented
I use this regularly to make sure I don’t miss a capper so we can get them all celebrated. Also helps with projecteds, so I know if we can expect more or less company dollar
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Jennifer Hoyt
commented
We need this info for our monthly sales meeting. We celebrate every capper at the meeting and on FB.
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Stephanie Garver
commented
We post our associates who capped daily after check processing!
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Heather Hinton
commented
This is information that OP's want after every transmittal. Also, it serves as a checks and balance system in the even a Capper slides through the cracks. We want to make sure they are celebrated