Recreating the Top Down Report in CommandMC
Top Down Report One-Pager
Custom Report
Top Down Reports have been traditionally used to find the “top 20%” of agents in the Market Center. Historically, this report has been sorted by GCI (highest to lowest). This report recreates that information, and adds a little bit more without any adjustments.
Follow the recipe below in order for best results.
Open CommandMC > Go to Reports > Click Activity
Click on Custom Report folder
Open the Custom Report
Click the 3 Dots next to the name on the left panel, click Duplicate
Find the new copy below in the menu and Rename to “Top Down Report”
Columns to delete
To delete, right click on the column name text, scroll to the bottom, click “Remove Field”
(this step is how you will get to full YTD totals)
KWUID and Assoc. Full Address
TXN ID, TXN Status, and TXN Full Address
Closed Date
Add the Following Columns
To add a column, right click on an existing column name, then select the items you want to add.
Total Units and Total GCI
[anything else is optional] - I like to add Total Company $
Columns you should see
Assoc. Full Name
Total Closed Price
Total Closed Units
Closed Units Note: Commercial will have SQ FT appear in Closed Units, Land will have Acreage appear in Closed Units.
Total GCI and Total Company $
Filters to Set
Closed Period
Click Include all to open the filter options
Change the Months dropdown to Years
Pick the relevant year, click OK
Sorting
Hover over the Total GCI Column
Click the triangle
Select Sort Descending (9-1)
Done! You now have a Top Down Report that updates constantly.