The Income report was built for business owners looking to forecast their income. This report shows closed and forecasted transactions. All transactions with either a Closed (Settlement) Date or Forecasted Closed Date will appear on this report, regardless of whether the date occurred in the past.
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In this report, you can quickly look at any date range to see your GCI, Net GCI, and even Net Income. You can also see any general expenses that were added under the Admin > Expenses tab. This is also a great place to quickly see the Net Agent Paid Income and Net GCI for each transaction.
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You can also drill down and see much of this information at the agent level, which will let you know how much you are making from each agent within the designated date range.

Each time you adjust the drop-down filters at the top of the report, the report pulls up a new list of transactions and recalculates the data.

There are tiles found at the top of the Income report that show the breakdown of all the money you make, as it funnels from total volume to net income. In this section, we look at what each tile means and how each tile is calculated. Note that the number of tiles depends on whether you filter the report by team, by individual, by group, or by organization.

--What is "Count" in this report?--

The orange number on this tile counts all closed and forecasted transactions within the date range specified in the report. Splits, outbound referrals, and rentals are included in this number. The smaller number at the bottom subtracts splits from the count.

--How is this number calculated?--

The Income report shows the number of transactions that have something entered into either the "Forecasted Closed Date" field or the "Closed (Settlement) Date" field. All transactions with either a Closed (Settlement) Date or Forecasted Closed Date will appear on this report, regardless of whether the date occurred in the past.

--What is "Volume" in this report?--

This tile shows the total amount of money made from the transactions listed in this report.

--How is this number calculated?--

This tile shows the sum of each transaction's "Transaction Amount" field.

--What is "GCI" in this report?--

This tile shows the total GCI for all the transactions listed in this report.

--How is this number calculated?--

This tile shows the sum of each transaction's "GCI" field.

--What is "GCI (after referrals)" in this report?--

This tile shows the sum of all adjusted GCI (after only referral adjustments have been made) for all transactions listed in this report.

--How is this number calculated?--

This tile takes the number from the GCI tile and factors in all the referral adjustments that are recorded in each transaction's Commission Form.

--What is "Net Agent Paid Income" in this report?--

This tile shows the sum of the agent's net income that was made from the transactions listed in this report. This number only factors in income made as the primary agent.

--How is this number calculated?--

We add up all the values found in the "Net Agent Paid Income" column of this report. For more information on how this value is calculated for each transaction, see the section in this article called Explaining the Columns in the Report.

--What is "Deductions and Agent Income" in this report?--

This number is the sum of all agent income from the transactions listed in this report, as well as deductions recorded in the Commission Form.

--How is this number calculated?--

We add up all the values found in the "Deductions and Agent Income" column of this report. For more information on how this value is calculated for each transaction, see the section in this article called Explaining the Columns in the Report.

--What is "Net GCI" in this report?--

This tile shows the sum of what the team or brokerage has made from each transaction listed in this report.

--How is this number calculated?--

In this report, take the value in the GCI tile and subtract the value found in the Deductions and Agent Income tile.

--What is "Expenses" in this report?--

This tile shows the sum of all the expenses from the transactions listed in this report.

--How is this number calculated?--

We get this number by adding up all the expenses recorded under Admin > Expenses for any transaction that appears in this report.

--What is "Net Income" in this report?--

This tile shows the total amount of income you're forecasted to make within the specified date range of the report.

--How is this number calculated?--

In this report, take the value in the Net GCI tile and subtract the value found in the Expenses tile.

Go to Admin > Team Settings > Preferences to see preference settings. The following settings affect the Income report:

Go to Admin > Team Settings > View Restrictions to see restriction settings. The following settings restrict who can see the Income report: