Commissions

The Commissions page tracks what your sales reps earn on accepted estimates. CE Pro calculates commissions automatically based on lead source. Open More > Commissions in the admin sidebar to view the dashboard.

Commission Rates

CE Pro uses two commission rates based on how the lead was generated:

• Company-Generated Leads — 5% commission. These are leads that came through your marketing, website portal, integrations, or other company channels.
• Self-Generated Leads — 10% commission. These are leads the sales rep found on their own, through personal networking, door knocking, or referrals they sourced.

The lead source on each estimate determines which rate applies. Make sure reps tag their leads correctly to get the right commission.

Red Line Commissions

When your workspace enables Red Line, CE Pro stores the commission snapshot on the estimate itself instead of falling back to the lead-source percentage.

For Red Line estimates:

• Service commission uses the configured base rate at or below the floor.
• Upside commission uses the configured upside rate on dollars above the floor.
• Add-on commission uses the configured add-on rate.
• The Commissions dashboard shows a Red Line badge only when the saved Red Line snapshot is actually present on the estimate, so managers can distinguish true Red Line payouts from the standard 5% / 10% lead-source model.

This lets the estimator, saved estimate, and commission dashboard all agree on the same payout number.

If CE Pro ever encounters a stored commission amount without a matching Red Line snapshot, the dashboard now labels that row as Stored instead of incorrectly calling it Red Line.

Below-floor residential drafts do not need manager approval just to be saved anymore when Enable manager override tracking is on, but the quote still cannot be sent until the Red Line override is approved. That keeps the saved commission snapshot, manager approval record, and send workflow aligned to the same final pricing decision.

Recovered Rehash closes now also save the split attribution on the estimate itself. That keeps the original-rep share, closer share, total commission, and timing band together so managers can review the recovered payout from the estimate detail page or the Rehash analytics report instead of rebuilding it by hand.

If Allow commission exports is enabled in Pricing Manager, the Commissions dashboard also unlocks export options for:

• the filtered estimate summary
• a standard payroll payout CSV
• a Gusto-friendly payroll CSV
• a QuickBooks-friendly payroll CSV

Payroll exports only include earned payouts. Recovered Rehash closes expand into separate rows for the original rep and the closer so payroll can follow the saved split without a manual spreadsheet rebuild.

Legacy accepted estimates still export correctly too. If an older lead-source estimate never saved a commission snapshot, CE Pro calculates the earned payroll row from the saved lead-source commission rate instead of dropping that payout from the CSV.

Commission Per Estimate

Each accepted estimate generates a commission entry. The entry shows:

• Estimate Number — The estimate ID.
• Client Name — The customer name.
• Sales Rep — The team member who created the estimate.
• Lead Source — Company-generated or self-generated.
• Estimate Total — The full dollar amount of the accepted estimate.
• Commission Rate — 5% or 10%.
• Commission Amount — The dollar amount earned.
• Status — Pending or Approved.

MTD and YTD Totals

Two summary cards sit at the top of the page:

• Month-to-Date (MTD) — Total commissions earned so far this month across all reps.
• Year-to-Date (YTD) — Total commissions earned so far this year across all reps.

Click on a rep's name to filter the table and see their individual MTD and YTD totals.

Approval Workflow

Commissions start with a Pending status. An Owner or Manager must approve each commission before it counts toward payout.

1. Find the commission entry in the table.
2. Review the estimate details, lead source, and calculated amount.
3. Click Approve to confirm the commission.

Approved commissions move to the Approved status. You can filter the table by status to see only pending items that need your review.

Tip: Set a weekly or bi-weekly review cadence for commission approvals. Reps stay motivated when they see commissions approved promptly.

Filtering and Sorting

Use the filters at the top of the table to narrow results:

• Team Member — Show commissions for a specific rep.
• Date Range — Filter by date.
• Status — Show only Pending or Approved entries.

Click any column header to sort the table.

Tips

• Train reps to tag lead sources correctly when creating estimates. The wrong tag means the wrong commission rate.
• Review pending commissions regularly. A backlog of unapproved commissions can frustrate your sales team.
• Use the YTD total in compensation reviews and annual planning.
• Commissions are calculated on the accepted estimate total, not on collected payments. If you need to track against collections, export the data and reconcile manually.