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Advanced Mapping Settings (Gear Icons)

When mapping your carrier statement, you will notice Gear Icons next to specific fields. these icons open advanced configuration menus that allow you to manipulate raw data from the Excel file before it is imported into Commission Tracker.

General Map Settings

The main gear icon at the top of the mapping screen controls global logic for agent payouts.

  • Dollar Amount Payouts: Use this to define exactly how agents receiving a flat dollar amount (rather than a percentage) are processed during the import.

ICS Map General Gear Settings ICS Map General Gear Menu

Policy Number Manipulation

Often, carriers include extra prefixes or suffixes on policy numbers that do not match your database.

  • Character Removal: This tool allows you to automatically strip a specified number of characters from the Start or End of the Policy Number string during the import process.

ICS Policy Number Settings ICS Policy Number Trimming Logic

Billing Date Adjustments

Some carriers provide a "Paid-To-Date" instead of a "Billing Date."

  • Subtract One Month: Checking this option will automatically subtract one month from the date provided in the statement, ensuring the revenue aligns with the correct billing cycle in your policy terms.

ICS Map Billing Date Settings ICS Map Billing Date Logic

Financial Formulas (Premium, Subscribers, & Commission)

For statements where the carrier does not provide a final value, or provides data that needs to be mathematically adjusted, you can use the Formula Input gears.

Premium & Subscribers

Apply custom formulas to calculate a new Premium or Subscriber value based on the available columns in your spreadsheet.

  • Premium Gear: ICS Map Premium Gear

  • Subscribers Gear: ICS Map Subscriber Gear

Commission Value

If the carrier statement provides gross commission but you need to calculate a net value or apply a specific multiplier during import, use the Commission Formula gear.

  • Commission Gear: ICS Map Commission Gear

Advanced Formula Interface

When clicking into any of the financial gears, you will be presented with a formula builder that allows you to combine columns using standard mathematical operators ($+$, $-$, $*$, $/$).

Advanced Formula Builder

Tips for Advanced Mapping

Feature Best Use Case
Start/End Trim Removing "POL-" prefixes or "-01" suffixes from carrier policy numbers.
Date Offset Aligning "Paid Through" dates with your internal "Billing Month" tracking.
Formulas Calculating Premium when only "Rate" and "Volume" columns are provided.

Next Steps:

Need help building a specific mathematical formula? Contact support@commission-tracker.com