Realized vs Projected Commission
Comparing what the deal looked like in Zoho CRM vs. what actually reconciled in AMS360.
Projected (Zoho)
Zoho$814,700
Realized (AMS360)
AMS360$697,050
Gap
$117,650
commission not realized
Leakage %
14.4%
of projected
Projected vs Realized — Monthly
ZohoAMS360
Policies Where Projected ≠ Realized
AMS360| Policy | Producer | Projected | Realized | Gap | Status |
|---|---|---|---|---|---|
| POL-10428 | J. Carter | $1,420 | $0 | −$1,420 | Cancelled |
| POL-10442 | M. Ellis | $980 | $620 | −$360 | Adjusted |
| POL-10461 | R. Nguyen | $1,150 | $0 | −$1,150 | Not paid |
| POL-10473 | D. Alvarez | $2,140 | $1,580 | −$560 | Downgraded |
| POL-10488 | K. Brooks | $860 | $0 | −$860 | Cancelled |
| POL-10501 | L. Okafor | $1,320 | $940 | −$380 | Adjusted |
| POL-10517 | S. Patel | $1,780 | $0 | −$1,780 | Not paid |
| POL-10529 | T. Whitfield | $720 | $480 | −$240 | Downgraded |