1 Β· Log every sale once. Click + Add Sale, enter the price, the date you sold it, and the estimated closing date. The app does all the commission math for you.
2 Β· Track its status. Leave it Active while it's being built (that's your backlog). When it closes and you're paid, click the status to flip it to Paid. If it falls through, edit it to Canceled.
3 Β· See when you get paid. The Payout Forecast shows your money by the month it actually lands β split into the 15th paycheck and the end-of-month paycheck. Empty months are income gaps, and it tells you the closing dates that would fill them.
4 Β· Keep your data safe (do this once). Click π Connect data file and pick commission_data.json. After that everything saves to that file automatically and is never lost β even if your browser clears. Export backup makes a spare copy anytime.
5 Β· Set your goals. Click the Monthly or Annual Goal card (or β Settings) to set your targets β the company's number or your own.
Tip: a cross-sale is half the commission. OSC means the online team gave you the lead (a fee comes out). Stretch is the +0.25% you check when a full sale puts you past your monthly goal. Hover any field for a quick explanation.