On your Dashboard, the Commission section sits below Activity Trends and Metrics Overview.
#What it shows
- The title says After split and fees (with a plan) or Before split and fees (without), and the period. How these numbers are worked out opens the rules.
- Filters: This year, Last year, All time, Custom, and All stages.
- Three boxes: Earned, Pending and Projected, each with its take-home, the gross beneath, "From N deals" and any missing commission. The ? on each box says exactly how it is worked out.
- Charts: Where it stands (a donut of the three boxes, with the total written out as a sum) and By month (gross per month).
#Show plan, tier and all deals
The section opens compact. Show plan, tier and all deals, or clicking a box, opens:
- Your plan — name, version, since when, the split or tiers, and the fees.
- The tier bar on a tiered plan — "$X of $Y to the next tier", and "Now at N%".
- The deals, filtered by All, Earned, Pending, Projected or Missing commission, each with Show working and any Check this.
No plan yet?
A yellow note explains that the amounts are gross commission and to ask your broker for a plan.