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:

  1. Hover over Compensation on the side menu and select Monthly Projections in the pop-up window.
  2. 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. 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 sales made 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, select Run Projection a the bottom and the blue number will calculate accordingly, “adding” those sales to what is already in the Policy Finder.