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Tern Agency: Reporting
Tern Agency: Reporting

A guide to your agency reporting dashboard

Molly Johnson avatar
Written by Molly Johnson
Updated this week

Overview

Agency reporting provides dashboards to:

  • Understand your total sales volume - bookings & gross sales

  • Review received commission - total, and income for your agency

  • Project expected commission - total, and for your agency

Each view also includes breakdowns by supplier, and by agent, to help you further understand and optimize your business.

Get started

Make sure your agents mark activities as 'booked' in Tern

All reports will work off activities your agents book in Tern. So before jumping in to reporting, I recommend familiarizing yourself with -

We do plan to support historical data import as a future project - and will keep you posted on timeline there.

To access reporting, select that option from your top nav

Sales report

The sales dashboard shows you bookings & gross sales across your agency

  • Bookings: any activity marked as "booked" and shared by your agents

  • Gross sales: the total cost of all activities marked as "booked" and shared by your agents

Bookings and sales are attributed to the month they are marked as "booked".

Supplier breakdown

This table shows the number of total bookings and gross sales, broken down by the "booking supplier" your agent has added to their activities.

Agent breakdown

This table shows the number of total bookings and gross sales, broken down by the agent who owns the activity.

Supported filters

You can also filter down reports by booking date, supplier, and agent - which will narrow down your entire dashboard to your search results.

  • Booking date: the date set by your agent when they booked each activity

  • Supplier: the booking supplier from the activity

  • Agent: the agent who owns the activity

Received commission report

The received commission dashboard shows commission you have received from suppliers

As an agency admin, you enter in supplier commission payments as you receive them. To learn more about how to do that, I recommend checking out our commission reconciliation article.

  • Total received: the total commission amount you have logged from suppliers

  • Agency income: your agency's portion of the total commission amount. As you log supplier payments, you determine the agent's split for that commission. Your agency income is the percentage you take from each payment.

Commission earnings are attributed to the month they are marked as "received".

Supplier breakdown

This table shows the total commission and agency income per supplier.

Agent breakdown

This table shows the total commission and agency income per agent.

Supported filters

You can also filter down reports by commission received date, supplier, and agent - which will narrow down your entire dashboard to your search results.

Expected commission report

The expected commission dashboard shows projected commission from your agents

As your agents book activities in Tern, they will also fill out the 'expected commission date' and 'amount' for each activity. To learn more about how they do that, I recommend checking out our commission reconciliation article.

  • Total expected: the total commission amount your agent adds to each booked activity

  • Expected agency income: your agency's portion of the total commission amount. You set each agent's default commission percentage, and can customize it per activity. Your agency income is the percentage you take from each payment.

Expected commission projections are attributed to the month your agent inputs as the "expected commission date".

Suppliers breakdown

This table shows the expected commission and agency income per supplier.

Agents breakdown

This table shows the expected commission and agency income per agent.

Supported filters

You can also filter down reports by expected commission date, supplier, and agent - which will narrow down your entire dashboard to your search results.

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