Revise Trip Net Report

Can we change the trip net report to reflect all activity? I started the month at one number, and after selling 51K so far, my trip net is going backwards. I'd like to know the dollar amount that affects the bottom line. For instance, if a policy lapses, show it as a negative. If a death claim happens, show it as a negative. It would be very helpful. We are all working so hard to earn the trip, and would like more accurate explanations of our numbers.

  • Guest
  • Oct 23 2017
  • Planned
I need it... Yesterday (let's go already)
Your name
  • Attach files
  • Guest commented
    07 Jan 18:45

    To add or clarify,...the report should show 'Gross Production Volume' + factor multiplier, minus 'Disqualifying Trip Volume'.  And for 'Disqualifying Trip Volume' in the columns show 'Early Deaths', 'Lapses', 'Cancellations' and 'Over 90'.  The report should also show the persistency number.