Welcome back, Tern community! Excited to share all the latest updates from the past week 🙂

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Advisor and Agent Reporting

We've rolled out a new reporting dashboard for advisors and agents! Previously, this feature was only available for agency owners and administrators, but now everyone can track their performance and commissions.

Our new reporting dashboard lets you - 

• Understand your total sales volume
• Review received commission (for agents, this is logged by your agency admin)
• Project expected commission
• Break down sales & commission data by dates & supplier

If you’re a fully independent advisor, or an advisor whose agency does not use Tern for commission reconciliation, learn more here. If you’re an agent whose agency uses Tern to track commission, learn more here.

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Trip Board Sorting

We couldn’t be more excited to announce Trip Board Sorting - which has been the #1 requested feature in our feedback tool by far for a while, with 150 advisors voting for it. You can now sort your trips by:

• Last updated date
• Trip dates
• Trip name

This helps you stay organized and manage your trips more effectively. The response to this feature has already been amazing, and we’re glad to see so many of you are enjoying it!

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Additional Improvements

We’ve been hard at work on some other great things this week!

• We cleaned up over 300 duplicate suppliers, improved supplier search, and added  a constraint to prevent duplicate supplier names moving forward.
• We introduced a new ‘partially received’ commission status for improved tracking and reporting
• We added better guidance to help delete trip statuses when blocked
• Cruise template change emails now send Monday mornings, and don’t send for rejected itineraries or canceled/archived trips
• And just like last week, we’ve invested a lot in site speed / performance. Hopefully you are noticing faster load times!

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As always, thank you so much for sharing your feedback and helping us build Tern! Have a great one.