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
Overview To get started with projections, learn the basics of working with projection tables. Projection tables provide data to calculate the commissions you expect to receive. ...
Creating & Updating Projection Tables
Overview To 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 ...
Example Projection Tables
Overview Here 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 t...
Associate Projection Tables with Policies
Overview Once 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 - t...
Using Data from Projections
Overview You'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...