Introduction:
Analyzing and understanding commission received is crucial for financial professionals. With MADOSX comprehensive features, you can generate commission reports, perform analytics, and track commission trends effectively. This step-by-step guide will walk you through the process of accessing the MF Commission Received Report, conducting analytics, and analyzing commission trends in MADOSX. For more detailed instructions, please refer to the attached PDF guide.
Step 1: Accessing the MF Commission Received Report
Log in to your MADOSX account to access the platform. Navigate to the Commission & Received Report section in MADOSX.
Step 2: Generating the MF Commission Received Report
Choose the desired month for which you want to generate the report. Select the AMC(s) for which you want to analyze the commission. Apply any other necessary filters, such as specific brokerage types. Click on the "Generate Report" button to generate the MF Commission Received Report.
Step 3: Analyzing the MF Commission Received Report
Review the generated report, which displays commission details based on your selected criteria. Use the available options to drill down into specific levels, such as AMC, Scheme, Asset, Category, Client, and Family. Analyze the data and identify key insights related to commission received.
Step 4: Performing Analytics on Commission Received
Navigate to the Commission & Commission Analytics section in MADOSX. Choose the desired month for which you want to perform analytics. Select the AMC(s) and brokerage types for analysis. Click on the "Apply" button to generate the analytics report.
Step 5: Analyzing Commission Trends
Navigate to the Commission & Commission Trends section in MADOSX. Select the desired grouping options, such as AMC, Scheme, Asset, Category, Client, and Family. Apply any hierarchy-wise analysis if required. Utilize the available filters to refine the report further, such as specific financial years or calendar years. Review the commission trends report, which provides insights into the performance of commissions over time.
Conclusion:
By following this step-by-step guide, you can effectively generate the MF Commission Received Report, perform analytics, and analyze commission trends in MADOSX. These features enable you to gain valuable insights into your commission earnings and make informed decisions. For more detailed instructions and visuals, the attached PDF guide provides comprehensive instructions, screenshots, and additional information to support the step-by-step guide. It is recommended to consult the PDF for a more detailed understanding of using the MF Commission Received Report, analytics, and trends features in MADOSX.
Note: The information in this article is based on the features and functionalities of MADOSX as of the publication date. For the most up-to-date and accurate information, please refer to the official documentation and resources provided by Vijya Fintech Pvt Ltd.
Disclaimer: The content of this article is for informational purposes only and should not be considered as legal or professional advice. The use of MADOSX and its features should comply with the terms and conditions set forth by Vijya Fintech Pvt Ltd.