Agent Goals Section

  • Updated on Apr 19, 2023
  • Published on Apr 19, 2023
  • 1 minute(s) read
  • Gina Magana
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Field Definitions

Primary Agent Day LimitHow long can the Primary Agent continue to work the account?
Secondary Agent Day LimitHow long can the Secondary Agent continue to work the Account?
Commission BaseWhat will be the basis for the user's commission?
Available options are: Transaction Amount or Commission Amount 
Current Monthly Base CollectedHow much has the user collected this month?
*this is a dynamic field that updates in real time
Monthly Goal AmountWhat is the agent expected to collect each month?
This provides a productivity target for measurement in the dashboard and reports
Commission Base
Transaction Amount= the total amount of each collected transaction
Commission Amount= the established commission for the clients owing on the accounts