Sales & accounting dashboard

See the numbers. Know the difference.

Earned. Scheduled. Projected. Three views, three different answers.

Explore a report exampleIllustrative data

Explain the earned amount

Contract × agreed rate = commission.

Recorded activity
Earnings example
Source contractValueRateCommission
Annual service agreement$12,0008%$960
Source contract
Annual service agreement
Value
$12,000
Rate
8%
Commission
$960

Example: $12,000 × 8% = $960. Your agreement determines actual earnings.

  1. 01

    Earned

    From recorded contracts and agreed rates.

  2. 02

    Scheduled

    Amounts planned for a pay date.

  3. 03

    Projected

    What-if scenarios. Not money earned.

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Setup & connections

Build around your records and rules.