> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Brokerage

> Track commission revenue from energy brokerage agreements in UMS — run calculations, group results by account or supplier, and reconcile payments.

The Brokerage module tracks revenue from energy brokerage agreements, including commission calculations and grouped revenue analysis.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/brokerage/brokerage-list.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=f32e640a154650c5e82d9c43b9e66a2f" alt="UMS Brokerage management page showing brokerage records" width="1440" height="900" data-path="images/brokerage/brokerage-list.png" />
</Frame>

## 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](/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                                   |

### Status Review

Review brokerage records by status to track which records are open, pending, or ready for calculation.

### Calculations

View and manage brokerage calculation runs. Calculations process brokerage records to determine commission amounts based on tariff rates and consumption.

### Revenue

Track actual brokerage revenue — the commission income generated from your brokerage agreements.

### Grouped revenue

View revenue aggregated by supplier, account, or other groupings for high-level analysis.

### Creating a brokerage record

Click the **+** button in the top-right corner to create a new brokerage record linked to an agreement.