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If you manage a team, this is your starting point for seeing totals across reps, drilling into exceptions, and exporting a period for close.

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What you can do on this page

  • Review commissions across the team in See All mode.
  • Switch between See All and a specific rep via the personnel picker.
  • Review deals, spiffs/adjustments, and action items from the main tabs.
  • Export a filtered team view for payroll review or investigation.
  • Drill into a deal to investigate inputs and calculation behavior.
  • See All: the manager view is enabled by view=all and aggregates results across multiple team members.
  • Tabs: the dashboard uses a URL-backed tab parameter (Deals is the default; other tabs set tab=...).
  • Exports: exports use your current filters and view. Team-wide exports require team-wide commission access.
  • How to verify: see How to verify you’re in the manager view below.
  • If it looks wrong: confirm the URL includes view=all and re-check your filters; drill into a deal detail page to validate inputs and status.
Manager dashboard (See All)

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Access

  • Open Commission → Dashboard.
  • If you have team-wide commission access, use See All at /{orgId}/commission?view=all.
  • Managers are redirected to See All by default when they open /{orgId}/commission.

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How the manager view works

  • The page shows the same dashboard structure (metrics + tabs), but aggregated across multiple team members.
  • Use the personnel picker to switch between:
    • a specific team member’s dashboard, or
    • the team-wide See All view.

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Tabs

  • Deals: the main table for reviewing commission deals.
  • Spiffs & Adjustments: bonus and adjustment activity.
  • Actions: items that need attention (exceptions, follow-ups, and operational tasks).

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Exports

Exports use your current view and filters. In See All, exports require team-wide commission access.

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How to verify you’re in the manager view

  • Confirm the URL includes view=all.
  • Confirm the breadcrumb shows See All.
  • In the Deals tab, confirm you see a team member column (so you can tell which rep each deal belongs to).

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Common issues

  • I cannot find a rep or deal: check filters (team/member/status/period) and confirm the person has an active plan assignment for the time range.
  • Overrides are disabled: the period or plan may be locked/frozen, or you may lack permission; confirm your role and period state.
  • Totals do not reconcile: spot-check a single deal’s Calculation view, then confirm which plan version is approved and which effective values are used.