Brokerage reports for firms
For channel partner firms. Four reports under Reports: Revenue by person and month, Brokerage by builder, project or rep with the sub-broker share and margin, Bills pending by party, and Sub-broker bills.
Revenue
Reports › Revenue is a person-by-month table of brokerage before GST, counted in the booking-date month. Pick From and To months (the last six by default, up to 24). The heading says whose numbers you see: a rep sees Your revenue, a team head sees Your team, and CRM, accounts and admins see The whole firm. The Rep / Company / Total switch shows the rep’s share, the company’s share or both. A month marked changed had a booking edited after the month ended; the last row, Bills on no booking, is company revenue from bills raised without a booking, by invoice month.
Brokerage
Reports › Brokerage groups brokerage before GST by Builder, Project or Rep for the chosen months, with the number of bookings and how many came Through sub-brokers. CRM, accounts and admins also see the Sub-broker share and the firm’s Margin after it.
Bills pending and Sub-broker bills
Reports › Bills pending has no month filter: it is the position today, by party. Three panels, With builders, Buyers and sellers and Sub-brokers’ bills, each show the number of bills, Billed, Settled, Discount (what was let go on bills closed with a settlement), Outstanding and Overdue (count and amount past the expected date).
Reports › Sub-broker bills compares, per sub-broker, the bookings and brokerage that came through them, the Share you owe, your Margin, and what they have Billed, been Paid and are still Unpaid. Both reports are for CRM, accounts and admins.
Updated on 29 October 2026