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Platform / Revenue & Commissions

See what comes in. Understand what stays.

Bring revenue, commissions and payouts into a clearer view of your business. Follow the numbers back to the detail and see how the pieces fit together.

See Revenue & Commissions in action
  1. 01Revenue & commissions
  2. 02Payouts & detail
  3. 03Business view
Revenue & Commissions

Keep the useful
context close.

  • Review revenue and commissions alongside your book
  • Understand payouts and retained revenue
  • Explore the available detail by advisor and product

“What is driving our revenue this month?”

Explore the revenue mix and available commission records, then review the detail behind the totals. Your view follows your role and connected data.
Booked commission by period bar chart; top summary totals excluded from this view
Booked commission by period in dark mode
Booked commission by period

Keep the work connected.

CRMPlansHanna Docs & Files
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action