Hovering over the Compensation button on the side menu gives users two options: the Compensation Dashboard and the Monthly Projections page. 

(Simply clicking on Compensation will take you to the Compensation Dashboard).

COMPENSATION DASHBOARD

This is where pay reports are available for viewing after the agent/Admin runs and releases a pay report. Agents will typically opt for notifying users via email when they have finished running a report. Upon receiving this notification, users will come to the compensation section to see their commission totals as well as a breakdown of each policy, goal, and bonus for which they are being paid. 

For help with pay reports, users can visit the Troubleshooting Compensation section for guidance on this part of TodayApp. 

MONTHLY PROJECTIONS

The Monthly Projections page is a tool that enables you to view your Live Compensation also to see the results of “what if” scenarios based on increased production. 

There are two ways to get to the Monthly Projections page:

Hover over Compensation on the side menu and select Monthly Projections in the pop-up window.

Select the Live Compensation/$ icon in the bottom right and select Monthly Projections. 

At the top you will see a black number on the left and a blue number on the right. 

The black number is your Live Compensation figure showing you what you have earned month-to-date based on policies issued during the current month. If the Comp Plan you are assigned to pays based on Issued apps/premium, then this figure is calculated based on what is in the Issued stage for the current month in the Policy Finder, regardless of the month of the Written date.

The blue number shows what your projected earnings could be based on policies written in the current month. If the Comp Plan you are assigned to pays based on Issued apps/premium, then this figure will calculate what your additional earnings could be if what has been written in the current month Issues in the current month. 

To run projections, simply use the section below to add “what if” sales, the click the Run Projection button at the bottom of the screen, and the blue number will calculate accordingly, “adding” those sales to what is already in the Policy Finder.