Net Profit by Collected Month
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Sales Overview
Actual Revenue vs Target
Per agent
Net profit collected per client
| Order # | Client | Agent | Status | Net Profit | Collected |
|---|
Net Profit Pivot (cash-based) — by collected month × agent
Confirmed = actual sales · Potential = Waiting-status pipeline (forecast).
Commission Tiers
| Tier | Min Net Profit | Max Net Profit | Rate % |
|---|
Tiers apply from their effective month onward. To change tiers for a future month, add a new effective month (it copies the current set to edit). Commission = tier rate × the agent's monthly net profit; below the floor = no commission.
Executive — Profit Collection
Claim status per transaction
| Order # | Client | Agent | SRP | Req. DP+Profit | Customer Paid | Net Profit | Supplier | Claim status | Claim month |
|---|
Profit is claimable once the customer's payments reach Required DP + Supplier Profit (e.g. by the 2nd downpayment). "Reserved" = supplier already paid.
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User Access
Creates a login instantly with the temporary password you set (share it with the person — they can sign in right away). Or leave the password blank to email them an invite link.
| Role | Agent (for agents) | Access |
|---|
Admin only. Tick the boxes to grant access per person. Role sets sensible defaults; the tick boxes override them. See all = view every order (not just their own) · Edit = add/edit payments & orders · Sales = Sales Dashboard · Commission = Commission menu · Supplier = see supplier money. Only admins can manage users.
AR Digital — Transactions
🧾 Office Expenses
🏦 Cheque Tracker
🧾 Official Receipts
🔎 Audit — Commission
💰 Salary & Benefits