LeadCenter.AI Help Center

Contact Us Sign in

Reports

Estimated Company Fees & Commission Report
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Estimated Company Fees & Commission Report

The Estimated Company Fees & Commission report helps you review estimated company fees and commission for financial accounts, compare estimates with amounts received in the bank, and review breakdowns by business type, product, advisor, and account-issued timeline.

This report shows accounts with a status of Issued. Accounts with Pending or Cancelled status are filtered out.

This report is based on Account Issued Date. The date range does not filter by the bank-received date.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Commission Reports.
  3. Select Estimated Company Fees & Commission .

This report updates every 15 minutes, so the latest data may not appear immediately.

Set the Reporting Period

Use the Account Issued Date date-range control to choose the reporting period. The KPI cards, charts, and account list update based on the selected Account Issued Date range and filters.

Filter the Report

Use the filters at the top of the report to narrow the estimated company fees and commission information shown throughout the page.

Available filters include:

  • Advisor Name
  • Product
  • Account Type
  • Insurance Product Type
  • Client First Name
  • Client Last Name
  • Contract Number

Select Reset Filters to clear the selected filters and return the report to its default view.

Review KPI Cards

The KPI cards summarize issued account activity, received-in-bank amounts, and estimated company fees and commission for the selected Account Issued Date range and filters.

  • Amount Issued: Issued amount information for the selected report view.
  • Received in Bank: Bank-received amount information shown for the selected report view.
  • Estimated Company Fees & Commission: Estimated company fees and commission information for the selected report view.

The KPI cards may show percentage indicators. The comparison baseline is not shown in this article; review the account list for account-level details.

Review Charts and Report Sections

The report includes charts for reviewing estimated company fees and commission by business type, product, advisor, and timeline.

Section What it shows
% Est. Company Fees & Commission by Business Type Company commission amount grouped by account type.
Estimated Company Fees & Commission Timeline | By Account Issued Date Activity over time, broken out by business type.
% Est. Company Fees & Commission by Product Company commission amount grouped by product.
% Est. Company Fees & Commission by Advisor Company commission amount grouped by advisor.

Review the Account List

The List of Accounts with Estimated Company Fees & Commission & Received in Bank provides account-level detail for the selected Account Issued Date range and filters.

The account list includes:

  • Clickable Account ID
  • Contract Number
  • Customer Name
  • Advisor
  • Issued Date
  • Account Type
  • Product
  • Insurance Product Type
  • Amount Issued
  • Est. Company Commission
  • Received in Bank
  • Last Received in Bank Date
  • Difference (Commission - Received)

Select the Clickable Account ID to open the related account details page.

Understand the Commission and Bank Fields

The account list separates estimated company commission information from bank-received information.

  • Est. Company Commission shows the estimated company commission value shown in the report.
  • Received in Bank shows the bank-received amount shown in the report.
  • Last Received in Bank Date shows the latest bank-received date shown for the account.
  • Difference (Commission - Received) shows the visible difference relationship between commission and received amounts.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

Related Articles

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.