Financials

Understanding the Financials Dashboard

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The Financials Dashboard will give you an overview of when your Commission should fall in the calendar year, as well as where it’s coming from. All of the information you feed in from the acceptance date of secured contracts, their commissions, payment term profiles and consumption within them which power this dashboard to produce forecasts for your business. In here you can break it down for a particular period, Supplier, account manager, referral partner, account manager or Utility type to hone in on the numbers you need. As commission is imported to the system through supplier receipts by your team, you’ll be able to compare actual commission received VS what you were forecasting, to be able to highlight any discrepancies with your suppliers.