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Financial Reports

Detailed analysis on commissions and cash flows

The Rex CRM includes 11 specialised commissions and contracts reports. These are individually designed to allow admin staff and sales managers to perform detailed analysis on commissions and cash flows.

This optional add-on is available for
Available for
 Starter plans and above.
 Professional and Enterprise plans
 Enterprise plans
It requires an additional initial setup fee and an ongoing monthly fee.
It requires an additional initial setup fee.
It requires an additional ongoing monthly fee.

Rex’s cash flow reports deal with current and overdue invoices and general invoice transactions. They can be drilled down by period and whether they relate to external or in-agency billing. To supplement the reports Rex includes special invoice system lists that allow quick retrieval, payment processing and invoice follow-up.

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Reporting can be drilled down to an agent or property and used to quickly compare performance across different periods. This level of transparency lets managers quickly identify areas for improvement.

To ensure the most accurate reporting and rapid commission entry, Rex includes tools to manage commission structures and default agency/agent deductions. This makes it simple to calculate commissions at sale time, simplifying forecasting and payouts.

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