Projecting Commissions

Creating projection tables, associating to policies, viewing results.

  • Overview of Projecting Commissions
    You just received a batch of commissions and a few questions enter your mind - did I receive the amount I was expecting? How accurate are the commissions we are receiving from c...
  • Basics of Projection Tables
    OverviewTo get started with projections, learn the basics of working with projection tables. Projection tables provide data to calculate the commissions you expect to receive. E...
  • Creating & Updating Projection Tables
    OverviewTo calculate the commissions you expect to receive, you need to create a Projection Table.  As covered in the Basics of Projection Tables article, these tables contain c...
  • Example Projection Tables
    OverviewHere are a few example projection tables based on a couple common commission scenarios to help you get started creating your own projection tables. Let us know if you th...
  • Associate Projection Tables with Policies
    OverviewOnce you’ve created a projection table, you'll need to connect it to policies in your account. Projection tables connect to policies by using the associating action - th...
  • Using Data from Projections
    OverviewYou've created your projection tables and associated them with policies and now you are asking, how do I use the results? In this article, you'll learn how to look into ...