Agency Reports provide a full, organization-wide view. These reports are visible only to agency owners and admins. They include aggregated data from all advisors across the agency, giving leadership the ability to track overall performance, monitor sales activity, review company-wide trends, and forecast future revenue.
The Agency Clients report shows all clients associated with your agency. This gives visibility into advisor workload, client volume, and potential areas for support or expansion.
The Agency Expected Commission report outlines projected commission across all advisors. This is extremely valuable for understanding future cash flow and planning agency goals.
The Agency Received Commission report shows all commissions that have been paid to the agency. This ensures accurate financial tracking and helps validate supplier payments.
Your Agency KPIs dashboard highlights key performance metrics across the entire agency. These indicators help leadership quickly assess business health and evaluate strategic needs.
The Agency Sales report summarizes the total sales generated by your team. This helps you understand business volume, identify top performers, and measure growth over time.
The Agency Trips pipeline report summarizes all of the trips your agency has created created in Tern, including active and upcoming travel. This overview showcases your agency's trip booking funnel at a glance and helps you stay organized by drilling into trip details and specific agents quickly from one place.