Viewing Your Commissions

When you’re reconciling your totals for a period, this page explains the earned/pending/waiting/paid buckets, how filters behave, and how to drill into a deal to see the inputs behind the number.

What you can do on this page

Understand what each commission status bucket means (earned/pending/waiting/paid).
Filter by period and deal/calculation status to focus your review.
Drill into deal-level inputs (variables) that drive the number you see.
Review spiffs and adjustments tied to your deals.
Export your filtered view for personal tracking or review.

Status buckets

These buckets describe where money sits in the commission lifecycle:

Earned: Total commission amount earned (per your plan + deal inputs) for the selected period.
Pending: Earned but not yet paid, and not blocked by an invoice/payment gate.
Waiting: Earned but blocked by missing gate evidence (for example, waiting on invoice or payment).
Paid: Amount already paid out.

Tip: when you filter by a bucket, the Deals list shows deals with a non-zero amount in that bucket.

Periods and filters

Use the period selector to focus on a month or quarter.
Use search and filters to narrow deals by status or stage.
- There is also a calculation status filter (calculated, waiting, failed, skipped).

Deal-level detail

Review each deal's amount, status, and key dates.
Open the variables sidebar to see the fields used in the calculation.
Use Discussions on a deal to ask for updates or clarifications.

Spiffs and adjustments

The Spiffs & Adjustments tab shows bonus and adjustment activity tied to your deals.

Actions

The Actions tab highlights items that need your attention, such as follow-ups or exceptions.

Exports

You can export your own commission data. Exports use your personal dashboard view and filters.

This is a view-only experience. If anything needs to be updated, use the deal Discussion to request changes.

How to verify the numbers match what you expect

Select a specific period (month/quarter) and confirm the totals align with your expectations for that period.
Click a status bucket (earned/pending/waiting/paid) and confirm the Deals list filters down to deals with a non-zero amount in that bucket.
Open one deal and verify the key inputs (dates, amounts, status) are consistent with what you expect.
If you export, confirm the export reflects your current filters and selected period.

Common issues

My totals do not match what I expected: confirm you are looking at the right period, then open a deal and use the Calculation view to see plan selection, gates, and effective values.
A deal is not showing up: clear search/filters and confirm the deal is assigned to you (and in the selected period). Split/child deals may appear under a parent.
Numbers changed since yesterday: overrides, plan changes, or a recalculation can move amounts; check the deal's audit/history and the calculation snapshot.