Choose your advisor profile to continue.
This is your first time signing in, —. Create a 4-digit PIN you'll remember. You'll use this every time you log in.
Enter your PIN, —.
No reports submitted yet.
When your manager submits a report for your signature, it'll appear here.
Project URL and anon public key.Look up any RO# across all advisors and all dates — who logged it, amounts, split shares, shared-RO/approval status, and whether it's been paid on a submitted commission check. Read-only; no name selection needed.
Search any logged sale by RO# or customer name, then tap + GOOGLE REVIEW or + TESTIMONIAL to credit yourself for one you received. The review is dated today automatically. Each deal allows up to 2 Google reviews + 1 testimonial. Made a mistake? Tap ✕ REMOVE next to any review to clear it. Credit goes to whoever is logged in (currently —). Counts are tallied by the date the review was left — a review left in June for a May sale counts toward June.
For reviews from a customer whose deal isn't in the tracker — gift cards, walk-ins, referrals, old jobs, etc. Manual entries count toward your monthly KPI total but won't be tied to a specific deal.
Set each advisor's status for the day. Present is the default — only mark as Late / Absent / Sick / PTO if they weren't fully there. The Hours Missed column accepts HH:MM format: type 0:05 for 5 minutes late, 1:30 for an hour and a half, 8:00 for a full day. Records flow automatically into the Days Missed section of the bi-weekly payroll report.
How PINs work: Leaderboard, Log Sales, Past Periods, and Portal tabs are always open. The Attendance and Admin tabs are PIN-gated. The Admin PIN is a master key — entering it on the Attendance gate also unlocks it.
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.
Search for any logged sale by RO number or customer name, then mark it as refunded. Refunded deals automatically populate in Section 4 of the payroll report for the month they were refunded, and reduce the rep's earned commission on that month's reconciliation check.
Any RO# that's been logged on more than one deal appears here. Legitimate when an advisor closes the deal and another advisor adds an upsell on the same ticket — but each advisor should only be claiming THEIR portion, not the full amount. Click an RO# to see all entries side-by-side and verify.
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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