Advisor Reports
Reports we recommend advisors use in Tern
Overview of Advisor ReportsAdvisors have access to several core reports designed to help them understand and manage their individual business performance.
Report: Your ClientsThe Clients report displays all clients you’ve added to Tern. This makes it easy to track your client base, review your relationships, and plan upcoming follow-ups.
Report: Your Expected CommissionYour Expected Commission report shows the commissions you anticipate earning from upcoming or unpaid bookings. This is a valuable tool for forecasting revenue and setting monthly or quarterly goals.
Report: Your Received CommissionThe Received Commission report lists all commissions that have been marked as received, either by you or by your agency. This is essential for maintaining accurate financial records and confirming…
Report: Your SalesYour Sales report summarizes the total value of your bookings for a selected period. This helps you measure your growth and track your productivity over time.
Report: Your KPIsThe KPIs report provides a high-level snapshot of your current business health. These key metrics help you quickly understand trends, productivity, and performance.
Report: Your TripsYour Trips report shows all trips you’ve created, including active and upcoming travel. This helps you stay organized and ensures you’re always prepared for client departures.