Pull your agents' closed deals from HubSpot into a Looker Studio report that calculates commission owed and production totals for each agent—automatically, every week. You stop spending half a day each Friday in Excel and your agents get their numbers first thing Monday morning.
In HubSpot, make sure every closed deal has a policy type, premium amount, and assigned agent field—use a deal stage automation to ensure these are always filled in.
Connect HubSpot to Google Sheets using Make so every newly closed deal is appended as a row with agent name, premium, and commission rate.
Build a Looker Studio report on top of that sheet with per-agent production totals and commission calculations, then schedule an automatic weekly email to each agent every Monday at 8 AM.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time your team spends on weekly commission reports and give every agent an accurate production summary every Monday without any manual work.
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