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      Agent Goals Section
      • 19 Apr 2023
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      Contents

      Agent Goals Section

      • Updated on 19 Apr 2023
      • 1 Minute to read
      • Contributors
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      Article summary


      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



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