> ## 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.

# Running Brokerage Calculations

> Run brokerage calculations in UMS to work out commission revenue from your energy brokerage agreements, then review, group, and export the results.

Brokerage calculations determine commission revenue from your energy brokerage agreements.

## Brokerage overview

The Brokerage page has six tabs: **Dashboard**, **Records**, **Status Review**, **Calculations**, **Revenue**, and **Grouped Revenue**. The main ones for running calculations are below.

### Records tab

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

Brokerage records are linked to agreements and define the commission structure. Each record shows:

* Agreement name and supplier
* Status (OPEN or PENDING)
* Contract period (start/end dates)

### Calculations tab

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/brokerage/brokerage-calculations-tab.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=51e26e14e08520abd25fa0a5c85fc22c" alt="Brokerage calculations tab in UMS" width="1440" height="900" data-path="images/brokerage/brokerage-calculations-tab.png" />
</Frame>

Shows all calculation runs with their status, date, and the number of records processed.

### Revenue tab

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/brokerage/brokerage-revenue-tab.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=c688fb8b9b3447eb43d9fdbb0287b51b" alt="Brokerage revenue tab in UMS" width="1440" height="900" data-path="images/brokerage/brokerage-revenue-tab.png" />
</Frame>

Displays the actual revenue generated from calculations, with amounts per connection and agreement.

## Running a calculation

To run a new brokerage calculation, navigate to the **Brokerage** page and click the **Create Calculation** button to open the **Brokerage Calculation Wizard**. (The **+** button creates a new brokerage *record*, not a calculation.)

<Steps>
  <Step title="Filter and select records">
    * Use filters to narrow down brokerage records by agreement, supplier, status, rate type, or date range.
    * Select the records you want to include in the calculation.
    * Review the selected records summary showing counts and status breakdown.
  </Step>

  <Step title="Review and configure">
    * Verify your selections.
    * Set a description and end date for the calculation.
    * Check for warnings — records missing tariff rates will block the calculation.
    * Optionally enable **Generate Missing Revenue** to create revenue records for gaps.
  </Step>

  <Step title="Generate">
    * Click **Generate** to start the calculation.
    * The system processes selected records against tariff rates and consumption data.
    * A progress indicator shows the calculation status.
  </Step>

  <Step title="Review results">
    * View the generated revenue records.
    * Edit individual revenue values if needed.
    * Export results as CSV for further analysis.
  </Step>
</Steps>

## Viewing a calculation

Click **See Details** on any calculation to view its results:

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/brokerage/brokerage-detail.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=c3aedf93b9d4bde5e361e17579307b01" alt="Brokerage calculation detail page in UMS" width="1440" height="900" data-path="images/brokerage/brokerage-detail.png" />
</Frame>

The detail page shows:

* **Overview** — Calculation status, dates, and total revenue
* **Revenue** — Generated revenue records with amounts
* **Brokerage Records** — The input records used for this calculation