Overview
Sales Performance
Team
Admin ↗
Pending Estimates
—
Awaiting customer response
Overdue Invoices
—
Past due date
Open Invoices
—
Not yet paid
Collected MTD
—
This month
Pipeline
—
Active cards
Unread SMS
—
Via Office@Hand
Unread Email
—
[email protected]
Open Jobs
—
Active work orders
Upcoming Jobs
Full calendar →
Loading…
Recent Activity
Loading…
Sales by Category · MTD
—
Total MTD revenue
LVP & Hardwood
—
Carpet
—
Refinishing
—
Tile
—
Other
—
Pipeline Status
Loading…
Recent Messages
Open inbox →
Loading…
MTD Revenue
—
Jobs Closed
—
This month
Avg Job Value
—
Estimate Conv. Rate
—
Salesperson Performance · MTD
Full pipeline →
#
Salesperson
Jobs Closed
Revenue
Commission
Conv. Rate
MTD Progress
Loading…
Revenue by Category · MTD
Loading…
Team Members
+ Add Member
Loading…
Commission Tiers — Net Profit Basis
Save Tiers
Commission is calculated on
margin earned
(net profit) from each estimate. Applies to commission-eligible team members. Edit thresholds and rates below.
Tier
From ($)
To ($)
Commission Rate (%)
Example
Loading…
Commission Earned · MTD
Loading…
Add Team Member
×
First Name
Last Name
Email
Phone
Role
Admin
Craftsman / Crew
Warehouse
Apprentice
Status
Active
Inactive
Commission eligible (sales team)
Deactivate
Cancel
Save