A portal that explains an agent's month, and bonuses that run themselves

Every rep opens a portal that explains their month

A statement tells an agent what they were paid. It does not tell them why the number sits where it does against last month, which accounts moved, or whether anything is waiting on them. That second conversation lands on you, every month, one rep at a time.

The portal now answers it before they ask. It opens with what they were paid and how that compares with the month before. Then what moved, account by account, biggest swings first. Then what their commission depends on, so a rep can see how much of their income rests on one or two accounts. Last, what needs them, so nothing sits waiting without anyone noticing.

It reads properly on a phone, and a rep who covers more than one book signs in once and switches between them.

Bonuses that run every period on their own

A recurring bonus means remembering to add the same line every period, for every rep it applies to, and hoping nobody misses one.

Set it up once, as a flat amount or a percentage of commission, and it pays out automatically every period between the months you choose. A standing bonus is rarely one flat rate, either. A rep might earn one rate on the accounts they own outright, another on the ones they co-own, and another again on the business they oversee as a manager. Point a bonus at any slice of a rep's book, put as many as you need on one agent, and each pays at its own rate.

On the statement they land as one bonus line with the full breakdown behind it. Incentive programmes live on their own Incentives page, separate from commission plans, with a single view listing each agent's bonuses, their rate, and which part of their book each one pays on.

Adjustments count toward what you keep

An adjustment is real money and it runs in both directions. Some months you are paying an agent something extra on top of their commission, others you are recovering something back. Either way it belongs in the picture of how a month actually went.

Adjustments now carry all the way through to your own numbers. Net revenue accounts for them, and the revenue breakdown draws them as their own band, so you can tell at a glance whether the month's adjustments went out to agents or came back to you. Agent commission counts them too, which means the figure on your dashboard is what your agents were actually paid and matches the total on their statement and in the House Margin export. If you use adjustments, expect both numbers to shift from this month on. Nothing changes for the agent: each adjustment still appears on their statement under their commission, exactly as before.

Every merchant opens with the numbers you came for

Opening a merchant, you are usually asking one of four things: what it earned, what you paid out on it, what you kept, and how much it processed.

Those four now lead the page, each showing its change on the month before, so the direction is clear before you read a single row. The data source, the status and who is assigned move up beside the merchant's name, where they take no room from the figures. The revenue breakdown underneath names the base your commission percentage is applied to, taken from that merchant's own agreements, so the arithmetic on the page is the arithmetic you agreed.