Please provide a report page that shows outstanding revenues that can be targeted, both for Commissions and for AUM (Assets Under Management). This feature will allow advisors to see all of their revenues that they can potentially acquire, if they close all of their outstanding prospective business. Please list Commissions and AUM for each Prospect/Client and a Total for all outstanding amounts at the top of the page. Thanks!
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Julius Johnson commented
Also, when this is inserted, please add a field to run a report for this. Custom export or reports
Freddy Williamson commented
In the Account level, we need a field where the Fee or Trail % can be typed. A 2nd field would automatically "multiply" the acct value times this Fee or Trail % to show COMPENSATION for this client.
Then a Report could easily show COMPENSATION for any Group, Category, or Company.
Hombre Liggett commented
We need to be able assign and track commissions. Whose they are and if they've been received yet. This especial helps with our annuity trails to ensure they each year we are aware of which accounts trails are coming in from and if they've been received yet.
Kia Allen commented
In a situation where there are multiple advisors within a company and commissions are split, it would be helpful for these splits calculated the dollar amount as well. Instead, you have to manually split the commissions in another program.
M Burklund commented
We should be able to assign commissions to producers by account and line. Also, we should be able to track each producers commissions.
We need to track commissions for both a producer and trainee's. If we are unable to track them we will need to look for a different CRM system.
This will make it easier for our Team to track who gets what profits.
Dan B. commented
This is a great suggestion. Incorporating this with Opportunities (potential revenue) on the front end of contact engagement would be good too.