Every number on a Business page is built from a rule, and most of the time a figure looks wrong, the rule is working exactly as designed, just not the rule you assumed. Five places to check before you assume something is broken.
A Deal With No Commission Recorded
Funded volume and revenue are read off the commission row attached to a deal, not off the deal itself. A deal can sit marked funded on its own record while carrying no commission yet, nothing has been entered, or nothing has synced, and until that row exists the deal contributes nothing to funded volume, revenue, or average deal size anywhere on Business. Read Record Commission on a Deal to close the gap; the figures move as soon as the row is there.
The Funded Date Decides the Period
Every funded total is bucketed on the deal's funded date, never the date it was created, submitted, or entered into BrokerPlus. Switch periods and a deal you closed weeks ago can vanish from the window you are looking at, while one you entered today can land in a past month if that is when it actually funded. If a deal is missing from the period you expected, check its funded date before you check anything else.
Revenue Is Net of Clawbacks
Every revenue figure on Business is your gross commission minus any clawback recorded against it, on every page, in every period. A deal that later had a chunk clawed back shows smaller revenue retroactively, in the same period it originally funded, even though the figure you remember from that month was larger. Amounts you bought down are reported beside revenue, never subtracted from it twice; they were already netted out of the commission itself before it reached the page.
Estimates That Are Deliberately Withheld
Your Pipeline card estimates dollar value stage by stage, but only where enough of a stage's deals actually carry a loan amount to price honestly. Below that coverage, BrokerPlus shows you the deal count and withholds the dollar estimate rather than publish a guess dressed as a number. An early stage, a fresh lead column before a mortgage amount exists, is the one most likely to show a count with no dollars beside it, and that is by design, not a bug.
Counts That Are Not Meant to Add Up
Most of what you cut your book by, deal type, rate type, province, is a strict partition, so its segments always sum to your total. Borrower type is the one exception: a deal with two borrower types recorded appears in both of its segments, so those counts can add to more than your deal total. Read Your Deal Mix for the difference between a partition and a measure like this one.
Where to Fix It
None of this is fixed from the report itself. Go back to the deal, the commission row, or the stage the deal actually sits in, and correct it there. The number on Business updates the next time you load the page; there is nothing here to refresh, retry, or override.
What to Do Next
- Read Your Finances Overview to see where these figures live together.
- Read Record Commission on a Deal to close a missing-commission gap.
- Read Your Deal Mix for the full shape of your book.