Manager Dashboard Overview

If you manage a team, this is your starting point for seeing totals across reps, drilling into exceptions, and exporting a period for close.

What you can do on this page

Under the hood

See All: the manager view aggregates results across multiple team members.
Tabs: use the dashboard tabs to switch between Deals, Spiffs & Adjustments, and Actions.
Exports: exports use your current filters and view. Team-wide exports require team-wide commission access.
How to verify: see How to verify you’re in the manager view below.
If it looks wrong: confirm you’re in See All, re-check your filters, and drill into a deal detail page to validate inputs and status.

Open Commission → Dashboard.
If you have team-wide commission access, use See All to review across the team.

The page shows the same dashboard structure (metrics + tabs), but aggregated across multiple team members.
Use the personnel picker to switch between:
- a specific team member’s dashboard, or
- the team-wide See All view.

Deals: the main table for reviewing commission deals.
Spiffs & Adjustments: bonus and adjustment activity.
Actions: items that need attention (exceptions, follow-ups, and operational tasks).

Exports use your current view and filters. In See All, exports require team-wide commission access.

Confirm the breadcrumb shows See All.
In the Deals tab, confirm you see a team member column (so you can tell which rep each deal belongs to).

I cannot find a rep or deal: check filters (team/member/status/period) and confirm the person has an active plan assignment for the time range.
Overrides are disabled: the period or plan may be locked/frozen, or you may lack permission; confirm your role and period state.
Totals do not reconcile: spot-check a single deal's Calculation view, then confirm which plan version is approved and which effective values are used.