Navigating Your Dashboard

Your dashboard is your home base in Earnest. It shows you exactly where you stand — how much you've sold, how close you are to quota, and what you've earned — all updated in real time as your admin imports new data. This guide walks through each section of the dashboard.

Overview

When you log in, you'll see a summary view for the current period (month or quarter, depending on your plan's payout frequency). The dashboard has three main areas:

1. Performance Summary — your headline numbers at a glance.
2. Activity Feed — every deal, booking, or event counted toward your quota.
3. Historical Payouts — your finalized commission statements from previous periods.

Performance Summary

At the top of your dashboard, you'll see the key metrics for the current period:

Understanding Metric Types

Your comp plan uses one of two metric types — the dashboard adapts accordingly:

Revenue Plans measure performance in monetary amounts. Your total volume is the sum of deal values from your credited activities, displayed in your quota currency. Attainment is calculated as Total Revenue ÷ Period Quota × 100.

Unit Plans measure performance in counts. Your total volume is the number of events (meetings booked, demos completed, etc.) from your credited activities. The count may include fractional values if your plan supports them (e.g., 2.5 hours). Attainment is calculated the same way: Total Units ÷ Period Quota × 100.

Activity Feed

Below the summary, you'll see every activity that contributes to your current period's commission. Each activity shows:

• Reference Number — a unique identifier (e.g., ORD-001, MTG-042).
• Amount — the monetary value of the deal (Revenue plans) or the quantity (Unit plans).
• Booking Date — when the activity was recorded.
• Status — whether the activity is pending, part of a draft payout, or finalized in a published payout.

Credit Splits

If you share credit on an activity with another rep, your dashboard will reflect only your credited portion. For example, if you're credited at 50% on a 100K deal, it contributes 50K toward your quota.

Activities You Don't See

Activities only count toward your commission if:

• They fall within the current period's date range.
• They are assigned to you (or you're credited via a split).
• If you're a manager with a rollup plan, your direct reports' activities are included automatically.

Ramp Indicators

If you're in a ramp period (the first few months after joining), your dashboard will show a badge indicating:

• Ramp Month — which month of your ramp you're in (e.g., "Month 2 of 3").
• Reduced Quota — your quota is adjusted for the ramp period, so your attainment is measured against a fair target.
• Guaranteed Draw — if your ramp includes a guaranteed draw, you'll see the minimum payout you're guaranteed regardless of performance.

Proration

If you joined mid-month or your position has a defined end date within the period, your dashboard shows a proration notice. This means:

• Your quota is reduced proportionally (e.g., if you worked 15 of 30 days, your quota is halved).
• Your attainment is calculated against the prorated quota, so your percentage reflects a fair comparison.
• The number of active days vs. total days in the period is shown.

Historical Payouts

Scroll down to see your published payouts from previous periods. Each entry shows:

• The period covered (e.g., "March 2026").
• Your final payout amount.
• A link to download your Commission Statement as a PDF.

Only published payouts appear here. If your admin has generated a draft but hasn't published it yet, it won't show up in your history.

Multi-Currency Display

If your quota currency differs from your payout currency, the dashboard shows amounts in your quota currency (since that's what your targets are measured in) with a conversion note showing the equivalent in your payout currency where applicable.

Real-Time vs. Published

It's important to understand the difference:

• Dashboard values are live. They recalculate every time the page loads using your latest activity data and current plan configuration.
• Published payouts are frozen. Once your admin publishes a payout, that number is locked in — it won't change even if activities are updated later.

If you notice a discrepancy between your current dashboard and a published payout, it may be because activities were added or modified after the payout was published. Future corrections are typically handled via adjustments on the next period.

Frequently Asked Questions

Q: Why does my attainment show 0% even though I have activities? Your quota may not be configured yet, or your position may not have an active team/plan assignment for the current period. Contact your admin to verify your setup.

Q: Can I see commission calculations for past months? Yes — click on any published payout in your history to see the full breakdown. For the current (unpublished) period, the dashboard shows a live calculation.

Q: Why is my commission amount different from what I calculated manually? Earnest's commission engine accounts for several factors you may not be considering: proration (partial months), seasonality (quarterly weights), ramp schedules (reduced quotas), credit splits, and tier thresholds. The Commission Statement PDF shows the step-by-step math — compare each section to find the difference.

Q: What should I do if I think an activity is missing or incorrect? If your organization has disputes enabled, you can flag the specific activity or payout for review. Otherwise, reach out to your admin directly — they can check the import data and make corrections.

Q: When will I see my commission for this month? Your dashboard updates in real time as activities are imported. However, the official payout is only finalized when your admin generates and publishes it. You'll receive an email notification when your statement is ready.