Brokerage management tabs
The Brokerage page has six tabs:Dashboard
A summary view of brokerage activity — record counts, calculation status, and revenue at a glance.Records
Displays all brokerage records linked to agreements:| Column | Description |
|---|---|
| Agreement Name | The energy agreement this brokerage record relates to |
| External ID | External reference number |
| Status | Current status — OPEN or PENDING |
| Start Date | Agreement start date |
| End Date | Agreement end date |
| Agreement Supplier Name | The energy supplier |