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[BrokerSumo] How to Check Cap Plan Contributions

Updated over 11 months ago
  1. Go to Reports > Commission Detail Report.

  2. Set the date range for the agents cap period.

  3. Set the completion status to Disbursement Created & Closed.

  4. Set the agent filter to the agents name.

  5. Apply the filters and then check the Brokerage Commission After Agent Split column to see what commissions are contributing the agents cap.

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