Total Combined Production MTD and YTD

Total Combined Production MTD and YTD

REMAX Statistics Summary Report

A new "Total" row has been added to display the combined Month-to-Date (MTD) and Year-to-Date (YTD) production for both:

  • An individual agent
  • Agents who are part of a team

Functionality:

  • The Total Combined Production will be displayed at the bottom of the production report for each agent and team.
  • It will sum up the MTD and YTD production values across all relevant transactions for:
    • An individual agent’s total production
    • A team’s total production, accumulating data from all members
  • The row will dynamically update as new production data is added

This enhancement provides a quick and clear overview of production performance, improving efficiency in tracking agent and team performance metrics.

To Generate REMAX Statistics Summary Report

  1. Click Reports menu
  2. Type in report name (REMAX Statistics Summary Report)
  3. Double-click the report
  1. Choose filter parameters and available columns
  2. Click preview

From the generated report user will be able to see:

  1. Total Combined Production MTD
  2. Total Combined Production YTD
    • Related Articles

    • Setting up CAP commission plan based on Fiscal Year (YTD) or Anniversary Date

      Set up the Formula Add and the CAP commission plan Go to Formulas Go to Comm. Plans Click “Click here to add a new row” and enter the desired CAP plan name Choose the company from the drop-down Choose the agent's total that will be use for this plan ...
    • Give Team Leaders Permission to View Team Member Production

      When Team Leaders need access to the production numbers of their Team Members, these permissions can be set up in darwin Cloud and will allow expanded access to specific reports in the sytem. Team Leader Setup To set up an agent as Team Leader, ...
    • Add a custom total to a report

      Adding a custom total to a report is as easy as 1 -2 -3. Create a custom total that you want to use on reports Add your new custom total to all Agent profiles Select your custom total when you are choosing columns to show on a report Create a custom ...
    • Closings by Agent: Viewing Team Production Based on Team Membership at Closing

      Overview A new setting has been installed in the Closings by Agent report. There's a filter called "agent team" and within the dropdown, there is now an option to display “All Agents ON Teams at Closings”. This new setting filters the report to ...
    • The payments selected for any customer cannot total less than $0

      This error occurs when paying an agent who has two profiles or two different person id in the system. Example: Click Sales menu Click Add payments sub menu Click search Choose the company on the dropdown Click search Select credit memo and invoice ...