Agency Settings
Shared agency Google Sheets connections and table templates
Shared agency data sources
The tables connected here are the agency source of truth. Team members see only the rows assigned to their advisor name. Manage team and advisor names
Google Account
demo@commission-clarity.com
Google Sheets Access
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Connected Documents
Templates
Important: Copy the templates to your own Google Drive before use.
Open the template → File → Make a copy, then connect your copy in the sections above.
Insurance Policies
Template for tracking all active policies
Paid Commissions
Template for recording actual received commissions
Commission Rules
Template where the app saves your rules
General Settings
Date format
dd.mm.yyyy
Currency
Decimal separator
Comma (,)
Default tolerance
±0.50 €
Trial period: each user can try the app for free up to twice (14 days). After the trial periods are used, an active subscription is required.