In an agent-model brokerage, the reps are the business — and they're paid on splits, so volume and house profit are not the same thing. A rep who books a wall of thin loads at a 50% senior split can cost the house more than a quieter rep booking fewer, richer loads. This report separates the two: who produces gross margin, who produces net house margin after their commission, and who's moving volume the house is effectively overpaying for.

What this report answers

Who are the top producers by margin, not just by load count? What's the average margin and load throughput per rep? How much is going out the door in commission, and what's left for the house after splits? The Rep Leaderboard page ranks reps by margin and lays out a per-rep table; the House vs Agent Economics page stacks net house dollars against commission per rep and flags the high-volume, low-margin reps whose splits are outrunning the margin they generate.

The metrics that matter

Total Margin $ Booked and Margin per Rep are the production view; Net Margin After Commission is the truth view, because it nets out the split. The combination of load count and margin rate per rep is the diagnostic — a rep high on volume but low on margin rate, paid a senior split, is exactly the pattern that quietly erodes house profit. Loads per Rep is the throughput benchmark; brokers often note that strong TMS-using reps handle materially more loads per head than those still working out of spreadsheets.

Why the data is trapped

The TMS — McLeod, Aljex, Turvo — records who booked each load and its margin, but commission splits usually live in a separate payout sheet (or in QuickBooks), so gross margin and net-of-commission house margin live in two different places. No one system shows margin per rep after their split, which is the number that actually drives comp decisions. This template joins the booking data to the split logic so net house margin per rep is a single view.

How to read it

Rank by margin booked first, then immediately read net house margin next to commission per rep — that's where the overpaid-volume problem shows up. A rep at the top of the load-count chart but the middle of the net-house chart is a candidate for a split or caseload conversation. Use margin rate per rep to separate a pricing problem (low rate) from a productivity one (low volume). The sample on this page uses entirely synthetic data — generic labels and made-up dollar figures, no real loads, carriers, or customers.

Metrics it tracks

MetricWhat it means
Total Margin $ BookedGross margin dollars across all booked loads, attributed to the booking rep.
Loads per RepLoad count ÷ distinct producing reps — average load throughput per rep.
Margin per RepTotal margin ÷ distinct producing reps — average margin production per rep.
Agent Gross Margin %Total margin ÷ total revenue (SUM/SUM) — the blended margin rate on agent-booked loads.
Total Commission PayoutCommission dollars paid to agents and reps on booked loads.
Net Margin After CommissionGross margin minus commission — what the house keeps after agent splits.

Used by: Owners of agent-model brokerages, operations managers

Frequently asked questions

How should a brokerage measure agent performance — volume or margin?

Both, but net house margin is the one that matters most. Load count and gross margin show production; net margin after commission shows what the house actually keeps once the rep's split is paid. A high-volume rep on a senior split can produce less net margin than a quieter rep booking richer loads, which is why this report puts the two side by side.

Why track loads per rep?

Loads per rep is the throughput benchmark — it shows whether reps are working at capacity and is a common efficiency measure across brokerages, since reps with strong TMS workflows tend to handle materially more loads per head. Read alongside margin per rep, it separates productive reps from busy-but-thin ones.

Can I build this on my own rep and commission data?

Yes. Export your booked loads tagged by rep with revenue and carrier cost from your TMS, plus your commission split rates, and use this as a template — we model it into a Power BI report. The sample uses synthetic data, so there are no real reps or payouts in what you see here.

Build this report on your own data

Clone this Freight brokerages template — describe it and we’ll generate sample data so you can try it free, or upload your own export. You get a fully modeled, branded Power BI project that opens in Power BI Desktop.

Use this as a template →