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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