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When your manager submits a report for your signature, it'll appear here.
Project URL and anon public key.Set each advisor's status for the day. Present is the default — only mark as absent/sick/PTO/etc. if they were actually out. Records flow automatically into the Days Missed section of the bi-weekly payroll report.
The leaderboard and each rep's view only count deals dated on or after the Period Start Date. Past deals stay in the database — they just don't appear on the current leaderboard. Use the Export section below to pull any historical date range. ANNOUNCE WINNER triggers a full-screen celebration on every connected device (perfect for end-of-month meetings).
Downloads every deal in the selected range as CSV — read-only, doesn't change anything in the database. Filename includes the date range so you can keep monthly archives organized.
Total of any bi-weekly draws already paid during this commission month. Subtracted from earned commissions on the reconciliation check (commission is an advance against the draw).
Any one-off corrections or bonuses to apply to this reconciliation check. Use a negative number to deduct.
Generates the 3-page bi-weekly reconciliation form pre-filled with this advisor's jobs, upsells, MTD sales, and tier progress. Opens in a new tab — use the on-page PRINT button to save as PDF or print to paper. After reviewing and making any edits, use the SUBMIT TO ADVISOR button at the top of the report to send it to the advisor's portal for electronic signature.
Items advisors have submitted from the portal for your review. Approve to apply to their commission total; reject if not valid.
Every payroll report ever submitted to an advisor. Filter by advisor or status, and delete any report if needed (test reports, mistakes, etc.). Deleting a report also removes any advisor additions tied to it.
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