Agency Reports
Reports we recommend agency owners use in Tern
Overview of Agency ReportsAgency-level reports provide leadership, managers, and owners with a full view of business performance across the entire team.
Report: Agency ClientsThe 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.
Report: Agency Expected CommissionThe Agency Expected Commission report outlines projected commission across all advisors. This is extremely valuable for understanding future cash flow and planning agency goals.
Report: Agency Received CommissionThe Agency Received Commission report shows all commissions that have been paid to the agency. This ensures accurate financial tracking and helps validate supplier payments.
Report: Agency SalesThe 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.
Report: Agency KPIsYour Agency KPIs dashboard highlights key performance metrics across the entire agency. These indicators help leadership quickly assess business health and evaluate strategic needs.
Report: Agency TripsThe Agency Trip Pipeline report gives you a clear overview of how your agency’s trip creation activity translates into actual bookings.
Reporting in Tern: FAQ for Agency OwnersSummarized Q&A from December 19, 2025 Agency Owner Training Series