See what a person costs, what they bring in, and when they paid for themselves.
2 minutes · Owner
1
Open Team from the menu.
2
Click a person.
3
Choose the Employee ROI tab.
4
Pick a period at the top right, such as All time or Last 12 months.
Without pay on file, cost and breakeven are not shown. Enter their pay first.
What the numbers mean
Cost to the agency: base pay, commission and any service fee.
Commission is the figure Payouts shows for the period, whether or not you have run pay for it. Cost is recorded, never estimated.
Revenue to the agency: new business plus renewals, worked out as issued premium × your office's rate. A sale counts in the month it issues, not the month it was written.
Net to the agency: revenue minus cost for the period picked at the top right, such as All time or Last 12 months.
Broke even gives the first finished month from which net since hire never drops below zero again. It always counts from the hire month, whatever period you pick.
THE MATH lists each year or month with Revenue, Cost, Net and Net to date.
Frequently Asked Questions
Can a team member see their own Employee ROI?
Only if the owner makes them Custom, ticks Employee ROI under Team, and limits their Data to themselves.
Is revenue money we collected?
No. Revenue is modelled from your office's own rates; it is not money collected.