CADiT3D Project Manager CRM

User Profile Setup

Set up your personal details to access the CRM.

Full Name

Email Address

Shift Timing

Phone Number (Optional)

Monthly Commission Dashboard

Overall revenue is counted on completion date; eligible repeat-client upsells are counted on project start date.

Select Month:

Selected Month

-

Completed Orders Net

$0.00

Overall Revenue Commission

$0.00

Eligible Upsell Net

$0.00

Upsell Commission

$0.00

Total Commission
$0.00

Orders Dashboard

Select a platform to log a new project

Order ID

Client Name

Client Username

Order Receiving Date

Status

Order Type

Gross Amount

Platform Fee % (Auto-filled)

Your Financial Share %

Net Amount (Auto-calculated)

Notes

Filters & Orders Log

Search history and manage status updates

Account

Month (Start Date)

Reference	Client	Dates	Platform details	Type	Financials	Status	Actions

Annual Commission Dashboard

Summary for selected year

Year

Completed Orders Net

$0.00

Overall Revenue Commission

$0.00

Eligible Upsell Net

$0.00

Upsell Commission

$0.00

Total Earned
$0.00

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.

Default Summary Year

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.

Cancelled projects earn neither commission. The full monthly qualifying net is multiplied by the rate of the matching range (not marginal/progressive calculation). Minimum and maximum are inclusive; if two ranges meet at one amount, the earlier/lower tier applies at that exact amount. A blank Maximum means "onwards". Amounts not covered by any saved range earn 0% — the supplied upsell schedule stops at $16,500. A qualifying repeat order can contribute to both commission categories in their respective months.