8 results found
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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.262 votes -
Top Down Report in Standard Reports
Top Down Report is needed. Critical to all MC's
182 votes -
Create a Deduction Summary Report
Create a Deduction Summary Report (MTD or YTD.) We run SEVERAL businesses within our Deductions (Transaction Coordinator, PC Coaching, Local KW Cares, etc.) This report gives us the ability to total those deductions at Month-End rather than after every deposit.
78 votes -
Deductions Report per Associate in Standard Reports
Need a Deduction Report for Year End. Agents need the Total Transaction Fees paid for tax filing.
64 votes -
Report with Agent CO$ and Royalty Caps
Add columns that show the total paid in Company $ & Royalty so we know when they are getting close to capping.
31 votes -
YTD Closed Transactions per Associate in Standard Reports
We need a report that lists our associates closed transactions, that we can pull for a selected date range. This report should allow us to separate each associate on a new page, and list the totals for the included transactions.
26 votes -
Be able to track numbers from calls, to appointments, to affiliations (recruiting) in CommandMC
If we are using CommandMC to log and track calls it should be relatively easy to generate a report that shows calls made in addition to appointments held, and affiliations. This would be a much easier way to track our conversion rates. Having to chart calls in both CommandMC and out isn't a good use of time.
2 votesWe've released the DASH Report in CommandMC to track these metrics! Check out this article to learn more: https://leadershipanswers.kw.com/hc/en-us/articles/27387555315219-Access-and-Review-the-Heatseeker-Recruiting-DASH-Report-in-CommandMC-Market-Center-Leadership
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Command MC Agent Reporting Export
Under Command MC > Agents > Reporting - is there any way to export the reporting to excel or can that feature be added?
1 voteWith our new Reports feature in CommandMC, reports are able to be exported to CSV! This is available if you are in the Transactions experience (and will be available when you transfer to that new experience).
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