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Compare & investigate

Beyond the period-by-period dashboard, CommissionSight gives you three ways to investigate: compare two periods, dig into chargebacks, and follow one member or policy across its entire history.

Compare

The Compare page diffs membership and commission between any two periods — they don’t have to be adjacent, and you can compare across a carrier or the whole book.

  • From (baseline) and To (compared) period pickers, plus a Carrier filter.
  • Quick compare presets: Month over month, Quarter (3 mo), Year (12 mo).
  • A status filter (All / Green / Yellow / Red) and a search box (name, member id, or policy number; punctuation is ignored).
  • Export CSV downloads the current view (with the stable Member Ref ID).

The summary row tallies Evaluated, Retained (green), Changed (yellow), Dropped (red), New, and Reappeared. The table then lists each member with its status, flags, a plain-English “what changed,” and the commission then-vs-now. Use it to answer “what happened to this book between Q1 and Q2?” in one screen.

Chargebacks

The Chargebacks page surfaces every clawback — a negative commission a carrier took back — for a period, filterable by carrier. A chargeback is tracked per policy: if a carrier claws back one policy, it appears here even when the member’s net commission stayed positive.

Each row shows:

  • The member (a link to their journey) and the policy (a link to the policy journey).
  • The amount clawed back (shown negative, in amber).
  • The original payout — “record 0”: how much the carrier first paid on that policy, in which period, and from which file. If we never saw a payout, it’s flagged “carrier never paid” (a clawback with no matching payment — worth disputing).
  • A full badge when the clawback fully reverses the original payout.

This is how you answer “did the carrier actually pay this before clawing it back, and when?”

Member & policy journey

Click any member name or policy number in a grid (results, chargebacks, compare) to open its journey — the complete audit trail of that record. The page is a timeline, newest period first, where each period card shows:

  • The period, the status (green/yellow/red), and the flags for that month.
  • The commission (and premium) for the period.
  • The source file it came from and when it was uploaded — so any number traces back to the exact statement (or “source file purged” if retention removed the raw file).
  • A First appeared badge on the earliest period, and — crucially — the drop-off period when the member/policy falls off the book: a red period with no record still appears (marked “Absent from <statement>”), so the journey runs from first appearance through every transition up to and including the latest drop. (The journey is an outer join over the status ledger, not just the rows that exist.)
  • The exact field-level changes detected entering that period (e.g. commission_amount: 120 → 96).
  • For a member with multiple policies, a per-policy breakdown (each policy links to its own journey).

The Member Ref ID / Policy Ref ID is stable across every file and month and appears on every CSV export — paste it into the URL (/members/<id> or /policies/<id>) or hand it to the API (/v1/members/{id}/journey) to pull the same history.