Projected vs Actual

Projected vs Actual

The Projected vs Actual report compares projected commissions to commissions received over a specified period. Only policies with a Comp Plan linked to them are included in the report.

Click the attachment below for a sample Projected vs Actual report.

Report Parameters

  1. Name
  2. Statement Comp Plan Types - select the types of commissions to include in the report.
  3. Carrier
  4. Display Results – All Policies, < or > Projected.
  5. Start Date
  6. End Date – results available up to 10 years.

Report Results 




Add

  1. Go to the Main Menu.
  2. Click Reports – Projected vs Actual.
  3. Click ADD REPORT.
  4. Enter a report name.
  5. Enter the Statement Comp Plan Types.  These are the types of commissions that appear in the statment to include in the report.
  6. Select a Carrier.
  7. Select a Results to Display.
  8. Enter Start Date.
  9. Enter End Date.  A maximum of 10 years is available.
  10. Click SAVE.

Edit

  1. Go to the Main Menu.
  2. Click Reports – Projected vs Actual.
  3. Click the box next to the report to edit.
  4. Click the edit icon  .
  5. Make changes.
  6. Click SAVE.

Duplicate

  1. Go to the Main Menu.
  2. Click Reports – Projected vs Actual.
  3. Click the box next to the report to duplicate.  Only one report at a time can be duplicated.
  4. Click the duplicate icon .
  5. Make changes.
  6. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Reports – Projected vs Actual.
  3. Click the box next to the reports to delete.
  4. Click the delete icon .
  5. Click CONTINUE.

Export

  1. Go to the Main Menu.
  2. Click Reports – Projected vs Actual.
  3. Click the report name.
  4. Click the export icon .

    • Related Articles

    • Getting Started

      Welcome to AgencyComp — an affordable commission tracking platform designed specifically for insurance agents and agencies. Our software helps you import commission statements, track policies, identify missing commissions, project future revenue, and ...

    • Commission Statement

      The Commission Statement report displays commissions received by agent. This report can be used to generate commissions statements to agents who receive a fixed percentage of the commission amount. Report Parameters Name Statement Date - The date you ...

    • 5-Year Revenue

      A 5-Year Revenue projection is available for each policy that has a comp plan linked to it. Revenue is projected for the the next 5 years using the current date. Calculations are displayed annually and by policy mode. 5-Year Revenue Projection Go to ...

    • Analytics

      The Analytics report provides detailed information by client, agent, carrier, product, or type. Results are calculated for annualized premium, projected commission, or actual commission paid. Click the attachment below for a sample Analytics report. ...

    • Onboarding Service

      Onboarding Service We offer a structured onboarding service designed to get your data into AgencyComp accurately and efficiently—without requiring you to manage the setup. As part of onboarding, our team will: Create carrier-specific maps based on ...