Dashboards
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Commission Statement Summary
Commission
High-level summary of commission payments by statement period. Summarizes commission batches. Use for quick payment review. Not line-item detail.
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Commission Summary
Commission
Visual overview of commissions by producer, carrier, and type. Charts and tables. Use for trends and comparison.
Looks
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Production by Carrier
Production
Book of business — written premium from policies entered in MiniLynx, grouped by carrier. Shows what the agency booked. (MiniLynx does not calculate an expected commission; commission comes from the carrier's statement.)
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Commission Detail
Commission
View detailed, line-item commission transactions. Transaction-level commissions. Filter by producer, carrier, date. Use for investigation and reconciliation.
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Commission Grouping
Commission
Summarize commissions grouped by producer, customer, and transaction type. Aggregated (not line-item). Use for reconciliation and rollups.
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Commission Statement Master
Commission
View all commission statements available for your agency. Statement-level list. Use to locate specific statements.
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Commission Statement Payment Master
Commission
View detailed commission payments by transaction and status. Shows paid/unpaid status. Use to confirm payouts.