Commissions

The Commissions page tracks what your sales reps earn on accepted estimates. CE Pro calculates commissions automatically based on lead source. Go to Commissions in the 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.

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.