Commission Dashboard — Manual

How commission tracking works, and how to finish reconciling the imported history.

The big picture

Each job tracks two things: the commission it earns (calculated from the job's sell price and costs) and the commission we've actually paid the estimator. We pay commission in two halves — 50% on the front (once the job is sold) and 50% on the back (once the job's actual costs are in). Each half records the amount paid and the date it was paid, so an estimator can look back and see exactly when they were paid on each job.

How a job's commission is calculated

• Final Sell = Original Sell + Change Orders.
• Bid margin comes from the bid costs; Actual margin from the actual costs. The margin picks the rate from the estimator's tier table (Comm Setup), and the rate × Final Sell gives the commission.
• Est. Commission uses the bid margin; Actual Commission uses the actual margin.
• Balance Due = Actual Commission − everything paid (front + back). Positive = we still owe the rep; negative (red) = the rep was overpaid / owes it back.

Note  These numbers are only as good as the cost data entered. A job with a Final Sell but no costs shows a 100% margin, which inflates the commission — see reconciliation below.

Recording a payment

Open any job (click its row) and use the Commission Payments panel:

• Each half pre-fills a suggested amount (Front = 50% of estimated commission, Back = 50% of actual commission). You can type over it.
• Click Mark paid today to stamp today's date (and fill the suggested amount if it's blank), or pick/type any date in the Date paid field. Setting a date is what marks that half paid.
• Clear resets a half back to unpaid. Hit Save when done.

Reading the Front / Back columns

• green — paid, with the amount and the date it was paid.
• amber — an amount is recorded but no date yet. Open the job and add the date.
• — — nothing paid on that half yet.

Finding a job

Use the Search box (top-right of the filter bar) to filter the list by project name, job number, or estimator/PM. Combine it with the estimator tabs and the status filters.

About the imported history

64 historical rows were imported from the old Paid Commission spreadsheet, split across Chris Davis, Kendall Meadows, and Jeff Boman. For each one:

• The Job # came across; the project name was left blank on purpose (the job number distinguishes it until we match it to a customer name).
• The sheet's two payment columns became the Front and Back amounts and dates.
• The sheet's Job Amount became Final Sell, but the cost breakdown was not in the sheet, so it's blank.
• Extra info that had no field (Date Booked, Date Invoiced, notes like "100% complete") was saved into each job's Notes.

Heads-up  Because those jobs have a Final Sell but no costs, the calculator assumes a 100% margin — so their Est./Actual Commission and Balance Due are placeholders, not real yet. Each estimator's sheet will show a "you're owed" figure that will correct itself as the costs are filled in. Reconcile these before pointing estimators at their sheets.

How to reconcile an imported job

Open the job and fill in the pieces the spreadsheet didn't have:

1. Project name. Match the job number to the customer/project and type the real name into the Name field.
2. Status. Set In Progress / Substantially Complete / Closed / On Hold (imported rows come in with no status).
3. Bid costs. Enter Material, Regular Labor, and Tax/Other from the original bid. This makes the Bid Margin and Est. Commission real.
4. Actual costs. Enter Material, Labor, Burden, and Other. This makes the Actual Margin, Actual Commission, and Balance Due real.
5. Payment dates. Any half showing amber / no date — add the date it was actually paid.
6. Verify the payments. Confirm the Front/Back amounts match your records, then Save. Once every imported job has costs, the estimator's Balance Due and the manager overview will be accurate.

Two mechanical notes from the import: where the old sheet billed a job in several cycles, those installments were summed into that job's front/back totals; and the same job number appearing on separate lines was kept as separate jobs (its original amounts). Reconcile each on its own.