Admin Dashboard
Enter the sale from the representative’s GroupMe screenshot. Save as Pending Review.
Financial Overview
Approved weekly balances; earnings awaiting weekly review and held reserves are separate.
Production by Service
Monthly production separated by every provider and service Admin has configured.
| Provider | Service | Official Sales | Installed | Rep Pay | ISS Gross | Margin |
|---|
Team Production
Official production entered by Admin.
| Rep | Tier | Sales | Installed | Goal | Progress |
|---|
Company Allocation
Applied to installed margin.
Weekly Payment History
Original earnings preserve approval terms. Payment status is recorded below.
| Week | Gross | Withheld | Released | Recovery | Incentives | Net | Paid | Outstanding | Status |
|---|
Add Sale
Create one customer sale at a time.
Production
Canonical ISS production records.
Filters
More Actions
Detailed Ledger
| Sale Date | Customer | Rep | Campaign | Product | Status | Install Date | Phone | Rep Pay | ISS Gross | Actions |
|---|
Add Sales Representative
Create a rep account, assign a campaign, and select their compensation tier.
Login credentials are issued by ISS administrators. Existing passwords cannot be viewed after account creation. Administrators can reset a rep's password when necessary.
Existing Representatives
Manage representative access, campaign assignments, and compensation tiers.
| Representative | Campaign | Assigned Tier | Account Status | Manage |
|---|
Providers & Pay
Configure provider services, campaigns, and ISS rep tiers.
Service Categories
Manage service labels. Existing category codes stay unchanged.
Create Provider & Service
Add a provider service and the contractual payout ISS receives for that service.
Providers & Services
View and manage the providers and individual services configured for ISS.
| Provider | Category | Product / Service | ISS Payout | Status | Edit |
|---|
Create Campaign
Select a provider and choose the active services available within this sales campaign.
Products & Services
Select a provider above to load its active products and services.
| Campaign | Provider | Products / Services | Status | Edit |
|---|
Tier Setup
Configure tiers and product pay for the selected campaign independently of other campaigns.
Tier Pay Structure
Set what a rep at this tier earns for each active product or service. Approved rates remain subject to the saved compensation plan.
| Provider | Category | Product / Service | ISS Payout | Rep Pay | Remaining Before Company Split |
|---|
Existing Tiers
| Tier | Qualify | Maintain | Status | Edit |
|---|
Goals & Incentives
Create active bonuses reps can track.
Advanced Tools
Existing import, compensation and accounting tools.
Company Financial Settings
Applied after rep pay on installed production.
V1 Scope
This prototype intentionally does not collect customer information, track territories, or replace provider order systems. It is a production, compensation, tier, incentive and finance tracker.
More Tools
Welcome
Tier 1
My Production by Service
Your canonical ISS sales this month.
| Campaign | Service | Sales | Installed |
|---|
Recent Official Production
Read-only. Entered by ISS Admin.
| Sale Date | Campaign | Product | Status | Install Date |
|---|
Sales Mix Calculator
Enter quantities across every service you sell. Admin controls the provider, service and tier pay list.
| Provider | Service | Your Pay / Sale | Quantity | Projected Earnings |
|---|---|---|---|---|
| Projected Sales Mix Total | 0 | $0 | ||
My Production
Sales and installation statuses assigned to you by ISS. Installation status does not confirm commission eligibility.
| Customer | Product | Campaign | Sale Date | Installation Date | Sales Status |
|---|
My Earnings
Your recorded ISS commissions. Earnings appear after eligibility is confirmed. Pending amounts are not payable. Totals cover the records below.
| Earned Date | Type | Gross | Commission Withheld | Other Deductions | Net | Status |
|---|
Active Incentives
Progress is based on official installed production.