User Profile Setup
Set up your personal details to access the CRM.
Monthly Commission Dashboard
Overall revenue is counted on completion date; eligible repeat-client upsells are counted on project start date.
Completed Projects — 10-Month Performance
Completed orders net and number of projects by completion month.
Loading 10-month performance…
Orders Dashboard
Select a platform to log a new project
Filters & Orders Log
Search history and manage status updates
| Reference | Client | Dates | Platform details | Type | Financials | Status | Actions |
|---|
Annual Commission Dashboard
Summary for selected year
Monthly Commission Statement
Download the selected PM's completed-order and qualifying-upsell details.
Includes two separate commission pools; a qualifying repeat order may appear in both. Figures use live policy tiers and can change if past orders or tiers are edited. PDF/Excel downloads are generated in your browser.
Monthly Breakdown
| Month | Completed Orders Net | Overall Tier | Overall Commission | Eligible Upsell Net | Upsell Tier | Upsell Commission | Total Commission |
|---|
Team Dashboards
Click a user to impersonate them, or view the entire company log.
Admin Policy Center
Changes here recalculate history dynamically.
General Settings
Both commission policies are set independently below.
Platform Setup (Fees & Accounts)
List sub-accounts separated by commas
Overall Revenue Commission Tiers
Completed projects only, calculated in their completion month. CADiT3D policy effective 1 June 2026. Edit the start, end, or rate in any row.
Upsell Commission Tiers
Qualifying repeat orders only, calculated in their start month. Edit any range or add more above the final $16,500 boundary.
