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Commission Tier Insights

Updated today

Commission Tier Insights gives you complete visibility into your commission plan performance. Whether you're an agent tracking your own progress or a broker supporting your team, you'll have the data you need at your fingertips.

  • For agents: See exactly where you stand in your commission tiers and how close you are to your next milestone.

  • For brokers: Monitor your entire team's progress and identify who needs support or recognition.

View your commission plan progress (Agents)

Find your commission report

Your personal commission report lives in your reports section and shows all your active commission plans in one place.

  1. Go to Reports > Personal > Agent Performance

  2. Click Commission plans

You'll see a complete overview of every commission plan you're enrolled in.

Understand your progress

Your report displays key information for each of your commission plans:

Column

What it tells you

Commission plan

Which plan you viewing

Plan period

The active dates for this plan cycle

Split based on

What counts toward your tier (gross commission, transaction points, etc.)

Current tier

Your tier level and current split percentage (for instance, "0 - 5k, 70%")

Sides

Number of transaction sides credited (0.5 for referrals, 1 for single side, 2 for both sides)

Total contribution

How much you've accumulated this period

Remaining to next tier

The gap to your next milestone

Last contribution date

When your most recent qualifying transaction closed

Dive into transaction details

Every commission plan row is clickable. When you click one, you'll see every transaction that contributed to that plan's progress.

The transaction breakdown includes:

  • Transaction name and address - Quick identification of each deal

  • Current tier - Which tier applied to that transaction

  • Sides - Number of transaction sides credited

  • Contribution amount - How much this transaction added to your progress

  • Remaining to next tier - The gap to your next milestone

  • Contribution date - The date contribution is linked to

  • Agent net - What you earned after splits

Special rows you might see

Starting value row


If you joined with an existing production credit, you'll see this as your first row. It shows any contribution amounts you started with in this plan period.

Team contribution rows
When your plan includes team member production, you'll see these marked as "Team contribution" to protect individual privacy while showing you the full picture of your tier progress.

Monitor team performance (Brokers & Admins)

Access company-wide commission data

You need the "Can access company reports" permission to view these.

  1. Navigate to Reports > Company > Agent Performance section

  2. Click Commission Plans

You'll see all agents and their commission plan progress across your entire company.

Use filters to focus your analysis

The report starts by showing all active agents and all plans. Narrow your view using these filters:

  • Commission plan - Focus on particular plan types

  • User - Select specific agents or teams

  • User status - Toggle between active or inactive users

If an agent is enrolled in multiple plans, you'll see a separate row for each. For example:

  • Sarah Johnson - Standard Plan

  • Sarah Johnson - Luxury Division Plan

Understanding the company report view

The company report shows comprehensive data for each agent-plan combination:

Information

Purpose

Agent

Identifies the team member

Commission plan

Shows which plan this row represents

Plan period

Indicates the active cycle

Split based on

What counts toward your tier (gross commission, transaction points, etc.)

Current tier

Shows tier level and split percentage

Sides

Number of transaction sides credited (0.5 for referrals, 1 for single side, 2 for both sides)

Total contribution

Cumulative progress amount

Remaining to next tier

How close are they to advancing

Last contribution date

Most recent contribution date

Include commission details on agent statements

Make your commission progress visible right on your transaction statements. This optional feature adds a dedicated section showing exactly how each transaction affects your tier standing.

Enable commission information

Open the agent statement modal for any transaction

  1. Look for "Include commission tier progress information" checkbox

  2. Tick it to include commission details

  3. Generate your statement

The statement now includes a Commission Tier Progress section at the bottom.

What appears on your statement

  1. Your contribution total before this deal.

  2. Contribution amount from this specific transaction

  3. If you're changing tiers, the amount applied at each tier level

  4. Your new total contribution

  5. How much more you need to advance

Adding commission details to your statements helps you:

  • See your progress with every closed transaction

  • Understand how each deal moves you forward

  • Document your tier progression for your files

  • Show professionalism with comprehensive documentation

Important details to know

Data privacy and access

Your commission data follows these privacy rules:

  • Agents can only view their own commission information

  • Team contribution details are hidden to protect team member privacy

  • Brokers with proper permissions can view all agent data

  • Admins can access full transaction details, including team contributions

  • The system automatically stores commission metadata for every transaction for accurate historical tracking and reporting

When data updates

Commission reports update in real-time as transactions close and commission plans adjust. You'll always see the most current information when you access your reports.

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