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Monthly Invoices / Transactions
Monthly Overview — — 2026
| Account Manager | New GP | Portfolio GP | Renewal GP | Dormant GP | Services GP | Resale GP | Special GP | Spiff | Gate | Attainment | Total Payout |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Select a month to see commission overview | |||||||||||
📊
Select a month above, then sync transactions from ConnectWise.
Rows per page:
| Date | Invoice # | Customer | Tag | Acct Mgr | Product | Services | Invoice Total | GP% | GP $ | Notes |
|---|
Spiff X-Ladder
1X10.0%
2X12.0%
3X14.0%
4X16.0%
5X18.0%
6X+20.0%
Gate Schedule 2026
Add Spiff
Split payout across multiple months
Spiffs
| Date | Account Manager | Company | Deal Title | Description | X Value | Total Spiff | Commission | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No spiffs yet | |||||||||
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Active Agreements
Agreements —
Rows per page:
| No agreements loaded |