Reports, Accounts, KPI Overview

The KPI Overview report provides an analysis of…

· Commission re…

o gross commission earned for the brokerage by the selected adviser/s and by all advisers

o commission earned for the actual selected adviser/s and by all advisers

o net commission earned for the brokerage by the selected adviser/s and by all advisers

· Policies re…

o number of clients with policies sold by the selected adviser/s and by all advisers

o number of policies sold by the selected adviser/s and by all advisers

o av number of policies per client sold by the selected adviser/s and by all advisers

· Type of business sold by the selected adviser/s and by all advisers re product type

….where, as shown below, figures are given…

· for the selected period (i.e. Commission start date to commission end date)

· for the year to date (i.e. all items falling in the selected financial year)

· as the selected adviser/s percentage of total business in the selected period & year to date

A subsidiary analysis, as shown below, follows the main report to show the breakdown of business by product type…

To set-up such a report, starting from Durell’s Main Menu…

· Click the “Reports” button”

· Click the “Accounts” tab

· Click the “KPI Overview” option

· Click the “Proceed” button

· On the “KPI Overview” dialogue, as shown below…

o Set the sales and purchase ledger date range (i.e. for posted commission invoices & claw-backs) for the commission period

o Set the on-risk date range (i.e. for policies & variations, including claw-backs) for the policies period

o Specify the accounting year start date for the “Year to date” analyses

o Tick whichever total options you require

o Use the “Policy / adviser selection” button to select individual or groups of advisers, products, etc (see “Reports, Policy Selector”)

o Use the “Save” and “Load” buttons to save your set-up for subsequent re-use (see “Reports, Saving Selections”)

o Click the “OK” button to proceed with your report selections