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Commission

📽 VIDEO: Commission Tracking and Goal Setting

Reach lets you track your Transaction commissions and lets you know how you are doing throughout the year as defined by your commission goal! Even if you are working with a team, you can set the individual commission amount for each team member on a Transaction or even delegate that responsibility to your assistant. There's lots of flexibility.

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Any time you see a cumulative total (e.g. commission graphs, year-to-date amount, etc), the commission being shown is always your own - you won't see anyone else's cumulative commission totals and they wont see yours. It is possible however, based on the permissions you grant your team members, that they see your commissions on an individual Transaction basis only; team members never see cumulative totals.

Setting a Commission Goal

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Only you can see your commission goal.

Setting a goal and seeing your progress towards that goal is a great motivator. Reach lets you set a commission goal for the year and keeps you up to date on your progress.

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In order to set a goal for the first time, follow the steps below:

  1. In the sidebar, click on Transactions
  2. Underneath the commission tracker at the top of the page, click on Show Details
  3. Click on the Change link beside Goal: Not Set
  4. Enter the dollar amount for your Commission goal and click OK

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tip

Normally the commission tracker will show your progress using a percentage. Unless you click on Show Details (or use the mouse to hover over the commission tracker bar), the actual dollar amounts will be hidden.

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Changing a Goal

If you have already set your goal and you need to adjust it, follow the instructions below:

  1. In the sidebar, click on Transactions
  2. Underneath the commission tracker at the top of the page, click on Show Details
  3. Click on Show More
  4. Click on the pencil icon beside the "Goal" label in the chart legend
  5. Change your commission goal and click OK
  6. Click Close to close the commission chart dialog.

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How to View Commissions

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While you can always see commissions for Transactions you own, commissions on Transactions owned by your team members are controlled through permissions. Review Who Sees Permissions? below for more information.

Commissions appear in a few different places, both on individual Transactions and in some charts that show monthly or annual cumulative totals.

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Transactions Table

The main place you will see commission information is on the Transactions page. On Desktop, the commission tracker is at the top of the page and shows the year-to-date total of your commissions and expresses that as a percentage towards your goal.

Secondly, Gross Commission is a column in the Transactions table. It appears in all 3 tables: Conditional Sales, Firm Sales, and Completed Sales.

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The commission you see in the table will always be the currently signed in user's commission total. You cannot see another user's commission (even if "Acting As").

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Individual Transactions

Commission information is also available when viewing an individual Transaction. The Transaction's details will show each team member's commission value (as long as you have permission to see other people's commissions).

Commission Graphs

Probably the most exciting place to view commission information is in the commissions chart dialog. To open the chart dialog, simply follow the instructions:

  1. In the sidebar, click on Transactions
  2. Underneath the commission tracker at the top of the page, click on Show Details
  3. Click on Show More

There are two main graphs: Cumulative and Monthly.

The Cumulative chart shows you the cumulative total of your commissions in a given calendar year. Hover over data points in the chart to bring up the respective Transaction's information.

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The Monthly chart shows you the total of your commissions in a given calendar year grouped by month.

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Adding Commission to a Transaction

Adding a commission is done during the editing of Transaction. To start editing a Transaction, follow the steps below:

  1. In the sidebar, click on Transactions
  2. Find the Transaction you wish to edit and click on it
  3. In the Transaction details, click on the Edit button in the top right
  4. Scroll down to the Commissions section and enter in the commission for yourself and your team members
  5. Click Save

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The new commission values should be visible in the Transaction details

Who Sees Commissions? Setting Permissions

Refer to the table below for a brief overview of the extra permissions you need to do the following:

See your commissionSee your team member's commissionEdit your commissionEdit your team member's commission
Transactions owned by youNoneNoneNoneNone
Transactions owned by team membersRead TransactionRead Transaction + Read All CommissionsUpdate Transaction + Update All CommissionsUpdate Transaction + Update All Commissions

Remember that items like Transactions can be granted as a whole or individually (i.e. your team member may decide to share all or only some of their Transactions with you). Because commission information is inherently a part of a Transaction, you need access to the underlying Transaction first.

Once you have access to the Transaction, you will always be able to see your own commission. Editing your own, or viewing or editing your team member's commissions requires additional privileges ("Read All Commissions" / "Update All Commissions").

Setting the commission permissions is done via Sharing Permissions when you are setting the permissions for a team member in Settings > My Team > "Team Member".

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If you want to allow your team members permission to update the commissions on some of your Transactions but not others, grant them the "Update All Commissions" permission but individually restrict which Transactions they have "update" access to (remember that commission permission is an extension of the underlying Transaction's permissions).