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Automated Production Calculation from Financial Accounts

LeadCenter now automatically calculates Actual Production and Expected Production values for your leads based on their associated financial accounts. This eliminates manual data entry and ensures your revenue tracking stays up-to-date automatically. Those fields are set at the lead level, so each lead has its own values.

How It Works

The system automatically calculates these values whenever financial accounts are created, updated, or deleted:

Expected Production

• Automatically calculated as the total of all pending and forecasted financial accounts
• Updates when accounts are created with pending or forecasted status
• Recalculates when pending/forecasted accounts change status or are updated
• Uses the amount_issued field from each pending or forecasted account

Actual Production

• Automatically calculated as the total of all issued financial accounts
• Updates in real-time when accounts change status to issued
• Recalculates when issued accounts are updated or deleted
• Uses the amount_issued field from each issued account

Automatic Updates

The system automatically updates these values when:

• A new financial account is created with issued, pending, or forecasted status
• An account's status changes (e.g., from pending to issued)
• The amount_issued field is updated on a relevant account
• An account is deleted or restored

While you can set those values manually, they are calculated automatically and will be overridden by the total of all pending, forecasted, and issued financial accounts associated with this lead whenever those accounts are created or updated.

1. Navigate to the lead's detail page
2. Find the Actual Production or Expected Production field in the Important Info section
3. Click the edit icon next to the field
4. Enter your desired value
5. Click Save

Status-Based Calculation

The calculation is based on account status:

• Issued Accounts: Contribute to Actual Production
• Pending Accounts: Contribute to Expected Production
• Forecasted Accounts: Contribute to Expected Production
• Other Statuses: Cancelled, Terminated, etc. do not contribute to either calculation

Example Scenarios

Scenario 1: New Account Created

When you create a new financial account with:

• Status: Issued → Actual Production increases by the account's amount_issued
• Status: Pending → Expected Production increases by the account's amount_issued
• Status: Forecasted → Expected Production increases by the account's amount_issued

Scenario 2: Status Change

When an account's status changes:

• Pending → Issued: Amount moves from Expected Production to Actual Production
• Issued → Cancelled: Amount is removed from Actual Production
• Forecasted → Pending: No change (both contribute to Expected Production)

Scenario 3: Amount Update

When you update the amount_issued field on an account:

• The corresponding production value (Actual or Expected) is automatically recalculated
• The lead's production value reflects the new total immediately

Benefits

• Time Savings: No need to manually calculate and update production values
• Accuracy: Eliminates calculation errors and ensures data consistency
• Real-Time Updates: Production values stay current as accounts change
• Transparency: Clear visibility into which accounts contribute to each value

Important Notes

• This feature is only available for Financial Advisor tenants
• Only accounts with issued, pending, or forecasted status are included in calculations
• Manual overrides will be replaced when accounts are updated
• The calculation uses the amount_issued field from each account
• Soft-deleted accounts are excluded from calculations

Viewing Production Values

You can view the automatically calculated production values:

• On the lead detail page in the Important Info section
• In production reports and dashboards
• In CSV exports and data exports