Overview
How much brokerage was booked and collected, at what effective rate, and how the monthly trend breaks down by commodity category?
See what the desk earned, which clients and sources pay, and how deal rates compare with the mandi.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Negotiation | 37 | ||
| Confirmed | 9 | 24% | |
| In Delivery | 3 | 33% | |
| Delivered | 1 | 33% |
Sample totals per stage
How much brokerage was booked and collected, at what effective rate, and how the monthly trend breaks down by commodity category?
Which clients bring the most commission, how do their effective rates differ and how concentrated are earnings?
What was charged on every line, how was it calculated and how old is what remains unpaid?
How many deals sit in each stage, for how long, and with how much commission expected?
Which sources convert into deals and pay on time?
Which commodities earn in which months, and which brokers are behind their monthly target?
Were deal rates above or below the mandi?
What would each side pay on this trade, and which buyers or sellers would pay the most?
What does this client owe, what has it paid and how quickly does it pay?
Compare the same period before drawing a conclusion. Open the deals and lines behind a figure before acting on it. An effective rate below a client’s card usually means minimums on small lots or adjustments on its lines.
Deal value, commission booked, effective brokerage rate, collections and outstanding, with the monthly commission trend by commodity category.
Deals by stage with stage aging, expected commission per stage and deliveries due; moving a deal between stages runs the same invoicing and settlement rules as the Deal Board.
How brokerage terms and effective commission rates differ by client, which clients bring the most commission and how concentrated earnings are.
Every commission line with its calculation from the client’s rate card, billing status, receipts and receivables aging.
Which lead sources convert and pay best, commodity seasonality of commission, broker performance against monthly target, and deal rates against mandi prices.
Prices the brokerage on a trade before it is booked: the rate card each side would pay, the step-by-step calculation and which buyers or sellers pay the most on that trade.
A printable statement of account for one client and statement period: rate cards, opening balance, invoiced and received in the period, balance due, average days to pay, invoiced against received by month and commission not yet invoiced, with a Record Receipt action.
Start free, then use Proto to change fields, steps and approvals before your team goes live.