The Sales summary reports are handy one-page information sheets to total the business at company, branch and associate levels. These are the main ways the summary reports help you look at your production situation:

• Multiple Levels: Companywide, branch, agent.
• Summarize Production by: Saletype, project, property type, month, sellersource, buyersource.
• Business: Written, pendingtoclose, closedandduetoclose, closed, cancelled (lost).

The general format for all summary reports is illustrated above. Each row is a production total. In this case, the rows are totals by transaction/sale type. This enables comparison of the amount of business by sale type helping owners and managers view how much business is done in-house in relation to business with co-brokers. Also, the amount of non-sales business such as outbound referrals or other income is tabulated. The items included are:

• #Trans – number of transactions
• #Agents – the number of agents who generated the production
• Sale type – the transaction/sale types (other summaries can be by project, month, property type, seller source, buyer source)
• Units/Sides
• Volume
• Sales Price
• GCI – Gross Commission Income
• Inbound Referrals
• AGCI – Adjusted Gross Commission Income (GCI less Inbound Referrals)
• Franchise/OffTop – Franchise fees plus other off the top fees such as advertising and E&O allocations.
• NAGCI – Net Adjusted Gross Commission Income (AGCI less Franchise/OffTop)
• Agent Commission (1099 gross commission earnings)
• Company Dollar (NAGCI less Agent Commission)

Production can also be summarized at the branch level as shown above with orw2-29. Here closed sales are totaled by month within each branch to help review closed production at different times of the year.

At the branch level, summary reports can also subtotal by:

• Sale Type
• Project
• Property Type
• Seller Source
• Buyer Source

Note that the two examples above summarize closed sales. Other reports can also summarize:

• Current pending sales – i.e. pipelines
• Written sales (based on pending date range)
• Current pending sales and already closed sales for a closed date range (used within a month to estimate the entire month production).
• Sales that were cancelled – i.e. fall-thru’s

Summary reports can be printed for company agents. Orw2-59 shown above, totals written sales by property type for each agent. Here, agent activity within different property levels can be tracked. Like the company and branch levels, production can also be totaled by transaction/sale type, project, month, seller source, and buyer source.