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How to Read the Sales Agents Dashboard and Reports

Short answer

Sales Agents → Dashboard shows commission earned, eligible sales and the effective rate, commissions awaiting approval, approved and paid, active agents, stock with agents, open variances and agent debts. Agent reports gives 15 reports, from the commission summary to stock issued, reconciliation variance and cash settlements, by period, agent and branch.

The dashboard

Open Sales Agents → Dashboard and choose the period. It shows:

  • Commission earned, the eligible sales it was earned on, and the effective rate.
  • The Commission pipeline: awaiting approval, approved, paid, and approved but not yet paid. Review pending takes you to them.
  • Active agents, Stock with agents, Open variances and Agent debts.
  • The top agents, the latest commissions and the latest van stock movements.
The Sales Agents dashboard with commission earned, the commission pipeline and the active agents, stock and debts
Commission earned and where it is in the pipeline.

Reports

Open Sales Agents → Agent reports, choose a report, the dates, the agent and the branch, and click Filter:

  • Commission summary and Commission detail: each agent's sales, eligible sales, commission, and what is pending, paid and outstanding.
  • Top agents, Pending approvals, Commission vs sales, Payout history and Reversed / refunded commission.
  • Price overrides & margin: where agents sold below or above the base price.
  • For field agents: Stock issued to agents, Outstanding agent stock, Reconciliation variance, Agent cash & value accountability, Collections by agent and Cash settlements.

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