🔍 What’s this about?

The Weekly Broker Performance Report is an automated email sent to all active brokers every week.
It gives you a snapshot of your portfolio health — what’s performing, what’s failing, and how your mix of contracts stacks up.

You’ll get an Excel attachment showing all contracts you’ve added this year and key stats for the week.

📅 When it arrives

• Frequency: Every week (usually Wednesdays)

• Recipients: All active brokers

• Attachment: Excel sheet with this year’s contracts

• No need to request it: It’s automatic — if you’re active, you’ll get it

✅ What it shows

1. Contracts Submitted

How many contracts you’ve added this calendar year.

Example: “432 contract(s) added this year.”

2. Success Rate

The percentage of contracts that didn’t fail, cancel, or error.

Example: “Success rate: 93.5% (18 failed/returned/error/cancelled).”

Target: 90% or above.

Below that, you’re under review.

3. Live Contracts

The total number of active, commission-earning contracts.

Example: “Live contracts: 583.”

More live = more income.

4. Contracts at Risk

Shows how many live contracts are currently in Error status and could be cancelled.

Example: “Contracts at risk: 3 (0.51% of live portfolio).”

Keep this under 2% to stay in the safe zone.

5. Hospitality Sector Tracking

Tracks your exposure to pubs, takeaways, hotels, and restaurants — the riskiest category.

Why it matters:

• Higher objection and failure rates

• Lower credit scores

• More admin and rework

Targets:

• 🟢 <10% = Great

• 🟡 10–20% = OK but monitor

• 🔴 >20% = Too high; reduce exposure

Also compares success rates between Hospitality and Non-Hospitality deals so you can see if this sector is dragging down your average.

🧠 How to use it

1. Open the Excel file and check your success rate.

2. Focus on the “at risk” column — these are the ones costing you commission.

3. Review your hospitality mix — if >20%, scale back.

4. Use the data weekly to see if you’re improving or slipping.

💡 Best practice

• Keep success rate ≥90%

• Resolve errors fast — don’t wait for the daily report to nag you

• Diversify — don’t overload on hospitality

• Prioritise accuracy over volume

• Check your report every week, not when we remind you

❓ Common Questions

Q: Why did I get this email?
Because you’re an active broker. It’s sent automatically every week.

Q: I didn’t submit any sales recently — why am I still on the list?
You’ve got active or historic contracts in the system. All brokers with live data receive the report.

Q: My hospitality success rate is low — what should I do?
Be more selective. Stick to established businesses with good credit. Avoid pubs, takeaways, and anyone still printing menus on WordArt.

Q: I’m at 88% success rate. Is that bad?
Below 90% is below standard. You’ll likely face tighter supplier controls if it continues.

Q: What does “Contracts at Risk” mean?
Contracts showing Error — if ignored, suppliers will cancel them and you’ll lose commission.

Q: My non-hospitality rate is 100%, but my overall is lower. Why?
Hospitality drag. That sector’s bringing your average down.

Q: Can I stop receiving this report?
No. The system sends it to everyone. But you can ignore it — at your own expense.