Where your data goes
AgencyTracker Pro · 13 entry points · 11 screens · 44 flows
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Depth
Table view
SET UP ONCE
LOG IT DAILY
CLOSE OUT MONTHLY
AS NEEDED
Goals
Settings › Goals
3
Commission structures
Settings › Commission Structures
3
Agents & Teams
Settings › Agents / Teams
7
Log activity
Activity tab
4
Log a sale
Commissions › Add Commission
9
Retention grid
Service › Retention
4
Marketing spend & leads
Marketing › Edit marketing source
3
Revenue & expenses
Agency P&L
1
Agency commission
Agency P&L › Add Agency Commission Entry
2
Paycheck
Agency P&L › Add Paycheck
4
Leaderboard figures
Leaderboards
1
Book of Biz month
Book of Biz › Add Renewal Month
2
Time off & clock
Time tab
1
Commissions
3
Dashboard
5
Service
4
Activity
2
Marketing
3
AI Search
6
Agency P&L
7
Bonus
6
Leaderboards
2
Time
2
Book of Biz
4
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You enter it
Where it shows up
Conditional flow
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