How Do You Keep Track of Your Commissions?

[Bod]

Just wondering what everyone uses to track how much money they're making on deals and how many of their policies are staying in force. Excel?

Most CRMs don't track recurring revenue and the ones that say they can likely don't have an automatic way of tracking it.

What do you use and what does it look like?

 

[Jerard]

Just wondering what everyone uses to track how much money they're making on deals and how many of their policies are staying in force. Excel?

Most CRMs don't track recurring revenue and the ones that say they can likely don't have an automatic way of tracking it.

What do you use and what does it look like?

I have an Excel spreadsheet that may (or may not) be what you're looking for. The link to Commission Tracker is in my Sig. Hope it helps.

 

[rousemark]

Never had any trouble tracking the money came in. The problem was tracking ti as it went out.. Raised three kids.

 

[TampaHound]

Never had any trouble tracking the money came in. The problem was tracking ti as it went out.. Raised three kids.

Sounds like me. "Do I have a positive balance?" If yes.

if no.

 

[rousemark]

Sounds like me. "Do I have a positive balance?" If yes.

if no.

Seemed like when they were growing up it was more than

 

[Todd King]

Seemed like when they were growing up it was more than

and some of this too!

 

[rousemark]

and some of this too!

Ain't that the truth.....

 

[ExProgrammer]

Ain't that the truth.....

It's the truth. But when you can't believe it's the truth:



I didn't mean to do all of those. I didn't think the insert was working. But, seems appropriate anyway.

 

[rousemark]

It's the truth. But when you can't believe it's the truth:



I didn't mean to do all of those. I didn't think the insert was working. But, seems appropriate anyway.

Just how many kids do you have????

 

[ExProgrammer]

Just how many kids do you have????

Just one. And he reminds me of me. So I'm really in trouble.