Navigating Your Dashboard
Your dashboard shows where you stand — what you have sold, how close you are to quota, and what you have earned — recalculated live as new data arrives.
If you manage people, you have additional tabs; see The Manager's Guide.
Performance summary
The top of the dashboard covers the current period — a month or a quarter, depending on your plan.
| Metric | What it means |
|---|---|
| Total Volume | Your credited activity total. Money for Revenue plans, a count for Unit plans, in your quota currency. |
| Period Quota | The target you are measured against, after seasonality, ramp and proration. |
| Attainment | Total Volume ÷ Period Quota × 100. |
| Commission Earned | What your current attainment pays under your tier schedule, including any bonuses. |
Metric types
Revenue plans measure money. Unit plans measure counts — meetings, demos, qualified leads — and may allow fractional quantities.
Ratio plans measure a total divided by headcount against a per-head goal, e.g. $100K per FTE. If you are on one, your dashboard shows the denominator used for the period. It is read-only for you — if it looks wrong, ask your comp admin to review it, since only they can override it.
Ramp and proration
If you are in a ramp period, your dashboard shows which ramp month you are in and the reduced quota that applies, so attainment is measured against a fair target. If your ramp step includes a guaranteed draw, you will see the minimum you are guaranteed regardless of performance.
If you joined mid-period or your position ends inside it, a proration notice shows your active days against the period's total. Your quota, OTE and base salary are all scaled down proportionally.
Activity feed
Every activity credited to you this period, with its reference number, amount or quantity, booking date, and whether it is still pending, attached to a draft, or part of a published payout.
Credit splits
If you share credit on a deal, you see your credited portion. Credits are independent rather than zero-sum — the same deal can legitimately count at full value for one person and partial value for another, which is how overlay and SE credit work.
Why an activity might not appear
- Its booking date falls outside the current period.
- It is not credited to you.
- It falls outside your position's active dates. These can never be paid — flag them to your admin, who needs to extend your position dates or correct the record.
Commission breakdown
Below the summary, the Commission Math section shows how the number was reached — base commission up to quota, accelerator commission above it, and any kicker bonuses. If a cap or floor applied, it is called out explicitly rather than quietly changing the total.
Your Compensation Plan card shows the plan you are on, your effective rate and your quota derivation. Adjustment History lists any manual adjustments applied to your pay, with the reason your admin gave.
Payouts and statements
Published payouts appear under your payouts list, each with a downloadable Commission Statement PDF. Drafts do not appear — a payout only becomes visible to you once published.
See Reading Your Commission Statement for a section-by-section guide.
Acknowledging a statement
Open a published payout and you can acknowledge it — confirming you have seen and reviewed it.
It records the date, it is recorded once and cannot be undone, and it is logged for audit. It does not waive your right to dispute, and it does not block anything.
Recoverable balance
If a previous period overpaid you, you may see a recoverable balance notice. This means:
- Some of a prior overpayment was recovered from this period's earnings.
- Any remaining amount nets against your future positive earnings until it is paid down.
- You are never charged cash back. Your payout is floored at zero.
Because of that floor, on such a period your final payout deliberately will not equal gross earnings plus bonuses — the difference is the amount carried forward instead of collected. See Corrections & Clawbacks.
Corrections to an earlier period
If an earlier published period was corrected, the correcting amount appears on the later period it was posted into, labelled with the period it corrects. The original payout is never rewritten — that is what keeps a published statement trustworthy.
Raising a problem
If your organization has disputes enabled, you can file one from a published payout: describe what you believe is wrong in at least 10 characters, and your admins are notified.
| Rule | Detail |
|---|---|
| Published payouts only | A draft is still moving. |
| Within the dispute window | Usually 60 days from the period start. Older periods are closed to disputes. |
| One at a time | A payout with an open dispute cannot be disputed again. |
An admin resolves or rejects it with a comment. If upheld, the fix is posted as a correction into a later period.
If disputes are not enabled, or the period is outside the window, contact your admin directly — they can correct any period regardless of the dispute window.
Notification preferences
Under Dashboard → Settings you can control which emails you receive:
- Payout statements — your statement when a payout is published.
- Adjustments — when an adjustment to your pay is approved or rejected.
- Plan changes — when your comp plan, quota or team changes.
Turning these off only stops the email. The in-app notification is always delivered, so you never miss something because of an inbox setting. You can also change your password here.
Live versus published
- Dashboard values are live. They recalculate from your latest data and current configuration.
- Published payouts are frozen. Once published, the number is locked and will not silently change.
A gap between the two usually means activities were added or edited after the payout was published. Corrections are posted forward into a later period rather than rewriting the published one.
Frequently asked questions
Q: My attainment shows 0% but I have activities. Usually your quota is not configured yet, or your position has no active team or plan assignment for the period. Ask your admin to check your setup.
Q: Can I see past months? Yes — open any published payout for its full breakdown. The current period is a live calculation on your dashboard.
Q: My commission differs from what I calculated by hand. Commission is marginal, so revenue above quota pays at a different rate. Proration, seasonality, ramp schedules, credit splits and caps or floors all move the result too. Your statement shows the step-by-step math — compare section by section.
Q: When will I see this month's commission? Your dashboard updates live, but the official figure is set when your admin publishes. You will be notified when it is ready.
Q: What if an activity is missing? Check whether its booking date falls inside the period and whether it sits within your position's active dates. If neither explains it, raise it with your admin — if the period is already published, file a dispute.
Q: I acknowledged my statement and then noticed a problem. Acknowledgement does not waive anything. File a dispute as long as the period is inside the window.