Your Pipeline Now Shows What Every Sale Pays You

Commission, advance, backend and renewals on every sale. What the carrier paid, and what it didn't. The money at risk. And a Commission Report you build once, save, and download as a PDF or CSV.

No more tracking your commissions in a spreadsheet. Here's what's new, ending with the part we're proudest of.

Pipeline: home base for your sales

Open Pipeline in the menu and every policy you've sold is in one table, grouped by status. Each group has its own subtotal, and the Report Total sits at the bottom.

• You decide what counts. Click Statuses to choose which statuses show on your list and which ones count toward your commission boxes. Hiding a status tidies your list. It never changes your totals.
• Where each sale came from. A Lead Source column and filter show GOAT Marketplace or My Lead on every sale.
• Your lead, a teammate's sale. It shows marked Sold by with their name. The commission stays on the seller's Pipeline.
• On your phone too. The money boxes come first, and every sale is a card with its numbers on it.

Your Pipeline, grouped by status, with the money on every sale. Demo data shown.

On a phone. Demo data shown.

Every commission feature, at a glance

Set your comp once in My Comp Levels, and every sale works out its own numbers.

My Comp Levels

Pick a contract level per carrier, 65% to 140%, and every product fills in its rate. Type over any rate; it saves as you go. Bands cover rates that change by age, Graded or Medical.

Advance % and As Earned

Advance from 5% to 100%, starting at 75%. Tick As Earned where the carrier pays as premiums come in.

Example: 75% = 9 months advanced

Commission, advance, backend

Every sale shows its first-year commission, the advance up front, and the backend, paid in month 10.

Example: $100/mo, 100% comp, 75% advance → $900 up front, $300 backend in month 10

Four boxes

Pending Commissions, Pending Deposits, Backend Commissions and Renewal Commissions: what you're still owed.

Coming Up

The next 12 months, a row per month: the deposits, backends and renewals landing.

Renewals and Contract Ended

Renewals by policy year, paid monthly from month 13. If a contract ends, service-fee years stop and vested renewals keep coming.

Example: $1,200 a year at 5% → $5 a month

Payments, Short Paid, Unconfirmed

Record what the carrier paid. Short Paid flags a carrier that paid less; Unconfirmed, an advance or backend due 30 days with nothing recorded.

Example: Expected $900.00 · Received $750.00

Chargeback Risk

A sale goes Lapse Pending or Lapsed? A warning bar shows the advance at stake, and Show Them lists those sales.

Example: $900 advance: $600 at risk in month 4

Raise vs Correction

A raise applies from a date, so past sales keep their rate. Change History lists every change to your comp and payments.

Per-sale override

Replacement or carrier special? Set that one sale's Comp %, Advance % or As Earned, with a reason.

Excess % and Target Premium

Upfront premium earns your Excess %; on IUL and UL, premium above the Target Premium does too. Sales written before this release keep their numbers.

Example: $100/mo + $5,000 upfront, 100% comp, 3% excess → $1,350

Sale splits

Split a sale with other GOAT agents. Each sees their own share, at their own comp.

Example: 60/40 on $1,200: you $720 · a partner at 90% comp $432

New: Carrier Rules

Enter a carrier's advance cap and chargeback schedule, folded away until you need it. Pre-filled where we know the carrier's contract.

Example: Great Western: cap $500 · 100% back months 1–3

Export CSV

Your Pipeline rows, or every payment received between two dates.

Weekly digest

A Monday email only when there's something to act on. Turn it off in Settings → Preferences.

My Comp Levels: contract level, rates, advance and renewals for every carrier in one place. Demo data shown.

Carrier Rules on Great Western: the $500 advance cap and chargeback schedule, pre-filled from the guideline. Demo data shown.

A split sale on your Pipeline: your share, and who you split it with. Demo data shown.

The Commission Report: built by you, saved, ready to hand over

Your manager wants your numbers. Your accountant wants them at tax time. Click Commission Report on your Pipeline, build the report you need, and save it so next month is one click. The preview is exactly the PDF you download.

The Layout picker at the top, settings on the left, the live preview of the PDF on the right, and Download CSV beside Download PDF. Demo data shown.

1. Pick your sections

Tick what goes in: Commission Boxes, Coming Up, Sales, Short Paid, Unconfirmed, Chargeback Risk and Renewals.

2. Choose your columns

Tick Show on the Pipeline columns you want, and Subtotal and Total on money columns.

3. Put them in your order

Drag a column by its grip (arrow keys work too). On a phone, tap ⋯ → Move Up / Move Down.

4. Group it your way

Group By and Then By: Status, Carrier, Product, Lead Source or Month Sold. Every group gets its subtotal, and the report ends with a grand total.

Group By Carrier, Then By Status: every group gets its subtotal. Demo data shown.

5. Filter it

By Application Date, Lead Source, Carriers and Statuses. Hiding a status never changes your boxes.

6. Watch the preview

Every change redraws the pages, with the same page breaks as the PDF. Landscape or Portrait; Actual Size or Fit Width.

7. Download the PDF

Group headings stay with their rows, and a table that runs onto a new page repeats its header.

Page 1: boxes, Coming Up, and sales grouped by carrier, then status. Demo data shown.

A later page: subtotals, the Report Total and the Short Paid list. Demo data shown.

8. It remembers

Changes save as you go ("Saved for next time"). Reset to Default starts over.

9. Save it as a named layout

Click Save As… and name it, like "Monthly for my accountant". Each layout keeps its own sections, columns, order, groups and filters.

• The Layout picker at the top switches between the standard report and your layouts.
• Its ⋯ menu has Rename…, Set as Default and Delete…. Your default opens first.
• Changes save into the open layout. Change the standard report and it's kept as "My Report".

The Layout picker, and Save As… to name a new layout. Demo data shown.

10. Download a CSV that follows your layout

Download CSV sits beside Download PDF and gives you the Sales section exactly as your layout has it:

• The same columns, in the same order, with the same filters.
• The same group, subtotal and grand total rows, marked in a Row Type column.
• Money as plain numbers, the same figures as the PDF.

The CSV for "Monthly for my accountant" in a spreadsheet: Group, Sale, Subtotal and Grand Total rows. Demo data shown.

On a phone: ⋯ → Move Up / Move Down. Demo data shown.

Try it now

Open Pipeline, set your levels in My Comp Levels, then build your first Commission Report.

Rates from carrier contracts are guidelines. Change any of them to what you're actually paid. Screenshots show demo data.