Your Dashboard Overview

If you’re new to Core8 (or trying to reconcile a period), start here for a quick map of what’s on your personal dashboard and where to drill in when something looks off.

What you can do on this page

Track your earned, pending, waiting, and paid totals for a period.
Review your deals and the status badges that affect payout timing.
Drill into a deal to review details, variables, and discussion context.
Review spiffs and adjustments tied to your deals.
See action items that need your attention (Actions tab).

Access

Open Commission → Dashboard in the app.
The dashboard opens to your personal view.
If you see an access-required screen, ask an admin to link your personnel record.

What you will see

Totals for earned, pending, waiting, and paid commissions.
A Deals tab with your commission deals, status badges, and key dates.
A Spiffs & Adjustments tab with your bonus and adjustment activity.
An Actions tab with items that need your attention.

Deal insights

Open the variables sidebar to review the fields used in your calculations.
Open a deal details page to review the Deal Details tab and related context.
Use the Deal Discussion on a deal to ask for updates or clarifications.

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

How to verify your dashboard is set up correctly

Confirm you can open Commission → Dashboard without an access-required screen.
Change the period and confirm totals and the Deals list update to match the selected period.
Open a deal and confirm the deal detail page loads and shows expected dates/amounts.

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.