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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.

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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).
Personal dashboard overview

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Access

  • Open Commission → Dashboard in the app.
  • The dashboard opens to your personal view.
  • Your personal dashboard URL is /{orgId}/commission/{personnelId}.
  • If you see an access-required screen, ask an admin to link your personnel record.

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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.

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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.

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How to verify your dashboard is set up correctly

  • Confirm you can open Commission → Dashboard without an access-required screen.
  • Confirm the URL matches your personal dashboard pattern: /{orgId}/commission/{personnelId}.
  • 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.

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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.