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Reports

Single Advisor 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

Single Advisor Report

The Single Advisor Report gives an advisor-focused view of production, commission, and first appointment activity in LeadCenter.AI.

Use this report to review advisor-owned account production, commission earned and paid, and first appointment activity from one report.

Only the advisor can see report data for accounts and appointments they own.

This report is reporting-only. It does not issue accounts, calculate or change commission plans, record payments, or schedule appointments.

This report can contain sensitive client identity, contract, product, financial, commission, and appointment information. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Open Production Reports.
  3. Select Single Advisor Report .

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

Use Report Tabs

The report includes three tabs: Production, Commission, and 1st Appointments. Each tab includes Download PDF and Reset Filters.

Tab Use it to review
Production Advisor-owned account production, business type breakdowns, account statuses, timelines, and account details.
Commission Commission earned, commission paid, pending production commission, paid details, and commission by business type and status.
1st Appointments First appointment set and kept activity, new clients from first appointments, appointment ratios, and appointment details.

Check the Date Basis Before Interpreting Results

The Production tab visibly contains both * Based on Account Issued Date and Report is based on App Signed Date. Confirm the date label beside the section you are interpreting. If the intended date basis is unclear, contact support before using the data for final reporting.

The Commission tab footer states that the report is based on Issued Date. Payment Date appears in paid commission details.

The 1st Appointments tab footer states that the report is based on Meeting Date.

Production Tab

The Production tab provides advisor-owned production details by amount, business type, account status, timeline, and account list.

Production sections include:

  • Total Amount
  • Amount Issued by Business Type
  • Amount Pending by Business Type
  • Status cards for Issued, Pending, Cancelled, and Forecasted
  • Issued or production timeline
  • List of Accounts

The List of Accounts includes:

  • Contact ID Link
  • First Name
  • Last Name
  • Contract Number
  • App. Signed Date
  • Issued Date
  • Type
  • Insurance Product
  • Insurance Product Type
  • AUM Product
  • AUM Porduct Type
  • Account Status
  • advisor_commission_percentage
  • Amount Issued

A grand total appears for applicable financial metrics.

AUM Porduct Type and advisor_commission_percentage are visible interface labels in the report.

Commission Tab

The Commission tab provides advisor commission detail based on the tab’s visible report basis.

Commission summary cards include:

  • Commission Earned
  • Commission Paid
  • Production Commission Pending

Commission sections include:

  • Commission Earned Details
  • Total Commission Earned
  • Commission Paid Details
  • Total Commission Paid
  • Advisor Commission Paid
  • Commission by Business Type & Status

Commission paid details include Payment Date. The report does not change commission plans or record commission payments.

1st Appointments Tab

The 1st Appointments tab provides first appointment activity based on Meeting Date.

1st Appointments metrics include:

  • 1st Appt. Set
  • 1st Appt. Kept
  • New Clients from 1st Appt in the Period
  • 1st Kept Ratio
  • Became Client / 1st Kept
  • # Appointments

Use the visible ratio labels as report indicators. This article does not define additional formulas for the ratios.

The appointment detail table includes:

  • client_name
  • meeting_status
  • appointment_date
  • appointment_category

Keep Source Data Accurate

The report reflects advisor-owned account, commission, and appointment data available in LeadCenter.AI.

If values do not appear as expected, review the relevant account, commission payment, and appointment records, then confirm the selected tab and date basis before comparing results with other reports.

Download and Export

Select Download PDF on the active tab to download the current report view as a PDF.

To export a table as a CSV, open the table’s three-dot menu and select Export where a table menu is available. For more details, see Exporting Data from Reports .

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