I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.

Discussion in 'Insurance Technology Forum' started by Jerard, Nov 5, 2012.

  1. blue_wynd
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    blue_wynd Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.


    Thanks. So what did you do additional to add support to non office programs? Curious.

    ----------

    Also for the company code, can you put in a view by company code or company name so that you can drop down the list and see how much you wrote with one carrier. I assume that is what the numbers are for? Or another use for the company code?
     
  2. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Nothing, really. I just unhid the hidden tabs and re-uploaded it. Open Office is a free clone of MS Office but I guess there are some differences. Most likely there was a way for you to unhide the tabs somehow but it was easier just to repost it.

    One thing I discovered about Excel that I hate is that you can't perform a function within a cell and have the results display in another cell. It took me a week to discover this and to find a workaround. :mad:
     
  3. blue_wynd
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    blue_wynd Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Yea, I use opensource whenever I can. lol. So about the company codes you have listed on the sheet, what is the use of it? 1-7?
     
  4. Jerard
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    Jerard Well-Known Member

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    It's 1-14 now with v3.1. Each one is a company code for one of your companies. For example if you enter "2" it will automatically subtract the (non-commissionable) policy fee and calculate the advances. If you are as earned on everything then it will tell you the commission based on that plan's FYC. Just enter your companies, etc. to the right of the spreadsheet. You still have to unlick...errrr...unlock it to change the dropdown menus. Keep in mind that any changes to one sheet (Q1 for example) will not change anything on the other 3 sheets. So if you make any changes than it would be a good idea to delete Q2, Q3, and Q4...make changes then copy the sheets again. Hope that makes sense.....:goofy:
     
    Last edited: Dec 27, 2013
  5. blue_wynd
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    blue_wynd Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Believe so, need to play around with it. thanks.
     
  6. jwk1257
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    jwk1257 Well-Known Member

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    Re: I Made a Spreadsheet for tracking Sales/Commissions/Deposits/Taxes that I'm Sharing.

    Hey Jerard, this is a great tool! I have been looking and wondering how I could do this....But there are some questions I need you to answer.....you said you had upgraded so we could put in annual rates, and also clik on the right to edit companies, I can't seem to find that or maybe I just don't know how....



     
  7. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Spreadsheet for tracking Sales/Commissions/Deposits/Taxes that I'm Sharing.

    There's two things that need to be done to set it up for use.
    1) Look to the right to see the area that have my company names, the annual POLICY FEE and the advance you have with each company. Change those to match your own criteria.

    2) Now make the following changes:
    1) Hover over column "D". You'll see a pop up yellow comment. Right click to edit that comment. Make sure it matches the order you listed your companies on the right side.
    2) Next you need to edit the companies under column "P". Instructions for this is on my 1st post on how to edit dropdown menus.
    NOW (important). The easiest way would be to copy the text from the "Source" area and paste it to the other sheets (Unlock each sheet first). One thing to note is that changes you make to one sheet (Q1 for example) DO NOT change in the other sheets. I learned that the hard way. Copy and Paste is your friend.

    Things to remember:
    - Column "H" is the annual premium from your sale less the policy fee that is NON-COMMISIONABLE. Most companies will pay you a commission on the policy fee but some do not.
    - Column "M" is the amount the company still owes you. If they pay you a 75% advance then this is the 25% that is still owed to you. Assuming no chargeback, of course.
    - Any cell that has a red corner contains an informative note. Maybe I'll add some more of these in the next few days.
    - If you are using OpenOffice instead of MS Excel then download the file in post #20. I've found out that you can't see the hidden tabs if using OO (thanks goes to blue_wynd for help with that).

    If any more help is needed I'll be around...except for tomorrow, I'll be off watching the Bucs lose their last game. Damn...I miss football already.
     
    Last edited: Dec 28, 2013
  8. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Version 3.2 Uploaded 12/30/13

    Added extended Getting Started help screen. See post #1 for details.
    This will be the last update for awhile.
     
  9. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Version 3.5 Uploaded 1/1/14 - See post #1 for details.

    OK...I know I said the last version would be the last one for awhile, but I took a few days off and believe it or not, this is what I do for fun.

    I wanted to have some sort of Year To Date calculations for myself but I added some other stuff while I was at it. I like to do programming, so sue me!
     
  10. blue_wynd
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    blue_wynd Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Thanks for the effort, I will buy the beer when you come my area even though I probably won't be using this since I do mainly P & C. :D.
     

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