The Finance Dashboard brings everything financial about a transaction onto one page: the commission, what is coming in, what is going out, the earnest money, and what is still outstanding.
You open it from the left menu of a transaction, under Finances. Three related pages sit beneath it: Commissions, Earnest money, and Ledger.
The dashboard does not replace those screens; it pulls their key numbers together so you can see and act on them in one place. You will get the most from the page once the transaction has a price and a commission structure in place.
How to read the page
The page is built around one simple structure that repeats in every section.
Every section is shown in two views:
Expected is what each line is set up for, drawn from the commission structure.
Billed / Paid is what has actually happened, with a running Balance for what is still outstanding.
Reading across a single row tells you the whole story of one line item.
Column | What it shows |
Amount (under Expected) | The amount the line is set up for |
Billed | The amount invoiced (income) or billed (expenses and liabilities) |
Paid | The amount actually received or paid |
Balance | Billed minus Paid, the amount still outstanding |
When a line is fully paid, its Balance is zero.
Anything shown in blue is interactive - click it to edit the value or to open the screen behind it. The subtitle under the page title (for example, Representing seller) shows which side of the deal the transaction is on.
Use the Balance column as your quick scan. Any line that is not zero still has money to collect or pay.
The summary at the top
Three blocks give you the deal at a glance:
Commission
Shows the sale Price, the Gross commission, and how that commission divides into Listing side commission and Buying side commission. The Draft, version label shows the commission's current status and version number.
To edit it:
Click Gross commission to change the total commission.
Click Listing side commission or Buying side commission to change how the commission divides between the two sides.
Get the Commission block right first. The price, gross commission, and split drive the commission figures throughout the page, so correcting a setup issue here fixes the lines below it.
Grand Total
A read-only snapshot of the deal's profitability, shown before tax: Total income, Income from agents (money received from agents), Total expenses, and Net income. Nothing here is edited directly; it updates from the sections below.
Balances
Bank trust (EMD) is the earnest money held in trust. Click it to open the Earnest money page. The amount shown reflects only what has actually been received. An Overdue flag means it needs attention, and the Earnest money page has the detail.
Accounts receivable is money owed to your brokerage that has not been received.
Accounts payable is money your brokerage owes that has not been paid.
These three values are your fastest read on a deal's open money: where the earnest money stands, what is owed to you, and what you owe.
Income
The Income section lists every source of money for the deal. Each row shows the income line, the Payer, the Amount expected, and the Billed, Paid, and Balance columns.
A deal usually has Gross income, the commission billed to the client, and may also have other office income, such as money received from a franchise or another party.
To set up or edit an income line:
Click the line. The Office income window opens.
Set the name, the calculation, the amount, and who the money is received from. Add a tag if you want one.
Click Save.
Give each source its own line. Keep the commission as Gross income and enter any other money, such as a fee received from a franchise, as a separate office income line so your totals stay clear.
Expenses
The Expenses section has the same columns: the expense line, the Payee, the Amount expected, and the Billed, Paid, and Balance columns. Expenses split into two kinds: amounts the brokerage pays out (such as a franchise fee) and agent payouts.
Each agent row shows a split percentage and an allocation percentage that together set the agent's commission on the deal. Click the arrow at the start of an agent row to expand it and see the breakdown:
Adjusted gross commission, the agent's commission before deductions.
Post-split deductions, amounts taken out after the split and shown as negatives, such as a processing fee or a charity donation.
Agent net payout, what the agent receives after those deductions.
To add or edit a deduction:
Expand the agent and click the deduction line. The Post-split deduction window opens.
Set the name, the calculation, the amount, how it is prorated, and who it is paid to.
Click Save.
Liabilities
Liabilities are amounts your brokerage owes to a third party, such as money collected from an agent that has to be passed on. A charity donation deducted from an agent's commission is a typical example: the brokerage holds it and owes it to the charity.
Each liability row notes where it came from and uses the same Billed, Paid, and Balance columns. From the Billed column you can create a new bill and see the linked line items, which show how the liability connects back to the agent's deduction.
Pro tip: Open the linked line items before you pay a liability. They trace the amount back to the deduction it came from, so you can confirm you are paying the right amount to the right party.
Closing out the deal
The Actions menu in the top right has the steps for finishing a deal:
Finalize commissions finalizes the deal's commission.
Generate CDA creates the Commission Disbursement Authorization, the document that tells the closing or title company how to disburse the commission.
Post to general ledger posts the deal's financials to the general ledger.
Common use cases
A standard close
This deal sells for $500,000 with a 3% commission, so the Gross commission is $15,000, billed to Samuel Seller as Gross income (listing).
The agent, Connie Closer, is on an 80% split with 90% allocation, giving an adjusted gross commission of $10,692. Two post-split deductions come out of her side, a $50 charity donation to Anytown Charity and a $25 processing fee, leaving an agent net payout of $10,617.
The Expected view shows this whole plan. As the deal settles, you invoice the client, record the money when it arrives, and the Balance on that income line drops to zero.
Extra office income on top of the commission
Your brokerage receives money that is not part of the commission, such as a fee from a franchise. Add it in the Income section as its own office income line, set who it is received from, then bill and collect it the same way as any other income.
Charging an agent for a fee they owe
An agent owes the brokerage a fee on the deal. On the relevant line, click the Paid amount and choose Charge agent.
Paying money you collected for someone else
You collected money that belongs to a third party, such as a charity donation taken from an agent's commission. It appears under Liabilities.
Create a bill from the Billed menu, then record the payout in the Paid column when you send it, and the balance clears.
A deal shared by two agents
Two agents worked the same deal. Each agent has their own row showing their split and allocation. Expand each row to see that agent's adjusted gross commission, deductions, and net payout.
Checking what is still outstanding
For a quick read on money still moving on the deal, the Balances block gives you the deal-level view - $150 in earnest money (EMD), $100 in accounts receivable, and $10,717 in accounts payable - and the Balance column in each section gives you the line-by-line detail.