Deals, Forecast and Statements in Housing Market CRM
Tutorial 34 of 181 · 1 min 26 s
Deals and commission in Housing Market CRM does more than list your deals. On the Business plan, two more tabs turn them into money you can plan with. This tutorial opens the Forecast tab and reads the expected commission by lead stage and by month, switches between your own commission and the whole office, and changes how many months ahead it looks. It then opens the Statement tab, which shows what each agent and each outside partner has earned, received and is still owed, beside what the office has invoiced.
In this tutorial you will learn
- Where the Forecast and Statement tabs are
- How to read expected commission by stage and by month
- How to switch between your own commission and the office
- How to read who has earned, received and is owed what
Follow along: the steps
- Open your Housing Market CRM account.
- Open Team & reports in the left menu.
- Click Deals.
- Besides your Deals, there are two more tabs.
- Open Forecast.
- Expected commission is what your open deals should earn.
- Received is what has already been paid.
- By stage shows where in the sales process the money sits.
- By month shows when deals are expected to close.
- Switch to Office to include your colleagues.
- Switch back to Mine for your own share.
- Choose how many months ahead to look.
- Not counted lists the deals that are left out, and why.
- Open Statement to see who is owed what.
- Each person has earned, received and outstanding amounts.
- Outside partners are listed too.
- What the office has invoiced sits beside it, never netted against it.
- Choose Mine only for just your own statement.