Preview mode — deploy to load live dashboard data.
Overview
Sales Performance
Team
Admin ↗
Here's what's moving at the shop today.
Pending Estimates
—
Awaiting customer response
Overdue Invoices
—
Past due date
Open Invoices
—
Not yet paid
Collected MTD
—
This month
Jobs Completed MTD
—
Closed this month
Needs Attention
Today
—
Next 7 days
—
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Schedule
Today
—
Next 7 days
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Upcoming
—
Full calendar →
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Jobs
Upcoming
—
Ongoing
—
Past due
—
Full calendar →
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Recent Messages
All
—
unread texts
—
unread emails
—
unheard voicemails
Open inbox →
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Recent Activity
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MTD Revenue
—
This month
Jobs Closed
—
This month
Avg Job Value
—
Estimate Conv. Rate
—
Salesperson Performance · MTD
Full pipeline →
#
Salesperson
Jobs Closed
Revenue
Commission
MTD Progress
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Team Members
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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
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Commission Earned · MTD
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Edit Team Member
×
First Name
Last Name
Email
Phone
Role
Admin
Craftsman / Crew
Warehouse
Apprentice
Status
Active
Inactive
Commission eligible (sales team)
Set in Admin → Users
Deactivate
Cancel
Save