Commission Forecast — Rolling Outlook

Open Reports → Commissions → Commission Forecast — Rolling Outlook.

The chart covers 13 calendar months: three months before the current month, the current month, and nine months ahead. This card uses that rolling window rather than the date range at the top of Reports. For another period, use Projected Income → Expected payment month below it.

Understand the amounts

• Agency-wide: supplier commission before advisor splits and fees.
• One advisor or My Reports: the recorded advisor share.
• Settled commission: entries marked received, ready for advisor payout, or paid, with a recorded receipt date. This is not proof of bank clearance or an advisor payout.
• Pending: unsettled entries whose expected payment date has not passed.
• At risk (past expected): unsettled entries whose expected payment date has passed. Review the underlying record and any partial receipts before following up.
• Advisor share ready to pay: the advisor share on settled entries currently in the ready-to-pay stage. This is a separate subset; do not add it to the chart total.

Written-off entries and non-reportable bookings are excluded. The chart uses reportable bookings in the agency reporting currency; it does not convert currencies. Entries without a usable expected or receipt date cannot be placed in a month.

Dates and partial receipts

Settled entries appear in their receipt month. Other entries appear in their expected payment month. Travel month can be different from either one.

The chart classifies the commission entry's recorded lifecycle. It does not show installment-by-installment cash movements or subtract a partial receipt from every pending bar. Use Commissions for supplier collection balances, payment matching, advisor payouts, and bank reconciliation.

Hover a month to inspect its status amounts and supplier breakdown. These are the suppliers contributing to that month's chart; a settled amount is not money still owed.

A useful owner routine

1. Check the selected advisor scope and the rolling window printed on the card.
2. Review overdue expectations against the commission records and supplier statements.
3. Use Agency Ops → Past Due by Supplier for remaining supplier balances after recorded receipts and supplier fees.
4. For a specific future period, select that date range and switch Projected Income to Expected payment month.

An expected date is a planning assumption, not a payment guarantee. A zero recorded receipt does not establish that no payment occurred outside JourneyFuse or before data was imported.

Access

Owners and administrators can review agency-wide or advisor views. Advisors are restricted to their own scope. Support staff do not have access to these financial reports.