Managing a pipeline isn’t just about celebrating the deals you’ve won today—it’s about having absolute clarity on the deals you’re expecting to close tomorrow.
To help our sales teams and management track performance with greater precision, we are thrilled to announce the rollout of our new **Forecast Commissions By Sales Rep** analytics page!
This new dashboard bridges the gap between your active Orders and finalized Invoices, giving you a side-by-side comparison of your expected earnings versus what has actually hit the books.
Here are the key features you can start using today:
📊 Month-by-Month & Cumulative Tracking
We’ve completely overhauled how commission data is aggregated. Your dashboard now breaks down both **Anticipated** and **Invoiced** commissions chronologically by month. Even better, we’ve added **Cumulative Year-to-Date** columns that give you a running total of your performance across the entire year, so you always know exactly where you stand against your annual goals.
📈 Interactive Smart Charts
At the top of your analytics page, data is now dynamically visualized in three distinct smart charts:
Monthly Anticipated vs. Invoiced: A column chart that provides a side-by-side quarterly and monthly comparison of what’s expected versus what is final.
Cumulative Commission Progress: A running year-to-date trajectory plotting your exact pipeline growth. This chart also features fluid panning and scroll-wheel zoom so you can seamlessly dive into specific date clusters!
Top Anticipated Sales Pipeline: A horizontal leaderboard instantly identifying which sales representatives hold the highest value of anticipated commissions.
🎯 Dynamic User Filtering
The new metrics operate on a secure, context-aware framework. When an individual Sales Rep logs into the dashboard, the view automatically filters down to their specific metrics. However, Administrators and Owners retain the ability to view the performance of the entire team from the exact same interface.
🕒 The “Unscheduled” Bucket
Not every order in the system has a concrete shipping date yet, but that shouldn’t mean those expected commissions drop off your radar.
We’ve introduced a dedicated **”Unscheduled”** category for these deals. Any active order that has a calculated commission—but lacks a *Shipping Anticipated Date*—is safely corralled into the Unscheduled bucket. These amounts are then intelligently appended to the very end of your running cumulative timeline, ensuring you never lose sight of a pending deal that’s just waiting for a firm date.
🚀 Quick Access via the Home Page
To keep your most important numbers front and center, we’ve also injected a personalized snapshot of this grid directly onto your **Home Page**. Want to dive deeper into the numbers? Simply click your name in the grid to jump straight into the full analytical breakdown on the Analysis page!
***
*The Forecast Commissions update is already live. For a full breakdown of the columns and the underlying calculations, please check out the new [Forecast Commissions Help Page](#) in the documentation portal!*