Sales & Commissions dashboards include easy to understand graphs and lists of current and historical data to help visualize sales analysis and projected commissions.
In this module, Track your Performance!, you are learning to view your sales and commission data in a birds eye view by:
- Accessing the dashboards
- Understand what is included in the dashboards
- How to interpret the data on the dashboards
🚀 Choose Your Training Method
Select the method that suits your learning style:
- New User Checklist: An in-app guide that walks you through essential tasks.
- Live Training Sessions: Join scheduled classes and Q&A sessions. View and Register for Classes
- Knowledge Base Articles: Detailed articles to read and follow along within Tres.
- Training recordings for those who prefer to learn visually and at their own pace.
🧭 In-Tres Guidance:
Look for the ‘Guide Me’ button in certain areas of the program. It provides step-by-step assistance for various features within Tres.
📚 Knowledge Base Articles
Track your Performance!
- My Sales & Agency Commissions Dashboard - View current and historical commission data and sales analysis for the advisor associated with the user profile. The commission data on this dashboard is the agency level commission.
- My Sales & My Commissions Dashboard - View current and historical commission data and sales analysis for the advisor associated with the user profile. The commission data on this dashboard is the advisor level commission.
Need a Refresher? Click the link below to access any of the other modules.
💡Related Articles:
Tres Training Program Overview
Tres Training Program for the New Advisor - Module 1: Client Essentials: Client & Traveler Profiles
Tres Training Program for the New Advisor - Module 3: Stay Organized!
Tres Training Program for the New Advisor - Module 4: Save time and be Efficient!
Tres Training Program for the New Advisor - Module 5: WOW your Clients!
Tres Training Program for the New Advisor - Module 6: Your Data, Your Way!
We’re excited to have you on board and are committed to supporting your journey with Tres. For additional assistance, don’t hesitate to join a live chat session with our experienced support staff by by clicking on the red Chat button in the lower right of this screen or email support@trestechnologies.com.