The Production tab on Business Performance is a pivot table: pick what goes down the side, what goes across the top, and what gets measured where they cross.
Choosing Rows, Columns and a Measure
Go to Business > Performance and stay on the Production tab, the default view.
Rows and columns each pick from the same list: Agent, Underwriter, Lender, Deal Type, Referral Source, Month, or Status. Columns has one extra option, No Breakdown, which collapses the grid to a single total column when you only care about the row split.
The measure decides what fills each cell: Funded Volume, Deals, Gross Commission, Agent Split, or Average Deal Size. Agent Split resolves your own share of a deal's commission through nested splits, so it lands correctly even when a deal is shared more than one level deep.
A row keyed on Lender groups by the lender name typed on the commission record, or the linked lender's name, rather than by a lender ID. Many commission entries on an imported book carry a free-typed lender name with no linked record, and grouping by ID would collapse them into one "Unspecified" bucket that borrows whichever name sorted first.
Closed Against Pipeline
The Closed and Pipeline toggle changes which deals the table counts, not just how they are dated. Closed counts what has funded, bucketed on the funding date, and only deals carrying a commission record. Pipeline counts what is still open, bucketed on the closing date, including every open deal whether or not a commission has been entered yet. Switching to Pipeline with rows set to Month gives a forward-looking read of what is due to close, rather than a look back at what already did.
Reading the Shading and the Totals
Every filled cell gets a light-to-dark wash of one color, scaled against the single largest cell in the whole grid, so a cell's shade is comparable across the entire table and not just within its own row. Row totals, column totals, and a grand total in the corner sum the cells in that row, column, or table.
Why Averages Show No Total
Choose Average Deal Size as your measure and the totals disappear, replaced with a dash and a short note under the table. An average does not sum: adding up five agents' average deal sizes tells you nothing about the book as a whole, so BrokerPlus prints no number there rather than a misleading one. Each cell still shows its own average correctly.
Saving and Reusing a View
Type a name next to the table and select the bookmark icon to save your current rows, columns, measure, and basis as a view. Saved views are yours alone; a teammate never sees them.
Selecting a saved view reapplies its breakdown to whatever period is already selected on the page. It carries no date range of its own, so opening a view built last quarter still shows this quarter's numbers if that is what your period picker is set to. Select the trash icon on a view's chip to delete it.
Below the table, the Lender Mix card breaks the same period down by lender in a flat list. Setting rows to Lender here instead crosses that volume against a second dimension, like agent or deal type, which the card does not do.
What to Do Next
- Read Your Business Performance for how Production fits alongside Deal Mix, Pipeline, and Leads.
- Read Your Lender Mix for the dedicated view of where your volume concentrates.
- Export a business report to pull this data into one document.