PIPELINE STATUS
REVENUE BY MONTH
RECENT LEADS
| Business | Status | EC Tech | Price | Called | Added |
|---|
FOLLOW-UPS
ACTIVITY
TEAM
LIVE METRICS
REVENUE TREND
PERFORMANCE SNAPSHOT
LEAD PIPELINE
| Business | Contact | Phone | Status | EC Tech | Called By | Price | Called | Has Site | Needs Site | Follow-Up | Notes |
|---|
SCHEDULED FOLLOW-UPS
UNCALLED LEADS
| Business | Phone | Status | Tech | Price |
|---|
REVENUE BY TECH
MONTHLY TREND
CLOSED DEALS
| Business | Contact | EC Tech | Called By | Close Date | Amount | Hours | $/hr |
|---|
BREAKDOWN — CLOSED DEALS
| Business | Price | Called By | EC Tech | Call (10%) | Base (45%) | Combined (55%) | Scenario |
|---|
COMMISSION CALCULATOR
PROJECT INPUTS
Commission Rules
• Call Made / Lead Provided → 10%
• Base Commission (per Tech) → 45%
• Combined (same person) → 55%
• Base Commission (per Tech) → 45%
• Combined (same person) → 55%
BREAKDOWN
Scenario Compare
ALL PROJECTS
LEADERBOARD
DEALS BY MEMBER
TAYLOR — LEADS
| Business | Status | Price | Close |
|---|
BRADEN — LEADS
| Business | Status | Price | Close |
|---|
TIME ENTRIES
HOURS BY PROJECT
SERVICES CATALOG
| Business | Status | EC Tech | Called By | Price | Called | Follow-Up | Actions |
|---|
| Name | Value | Previous Value | Unit | Category | Color | Actions |
|---|
| Name | Status | Priority | Progress | Budget | Due Date | Actions |
|---|
| Name | Price | Period | Alt Pricing | Description | Actions |
|---|
Commission Rate Formulas These percentages drive ALL commission calculations site-wide — commissions page, calculator, and breakdown table
Call Commission Rate
Applied when a call is made or lead is provided — Formula: Project Price × Rate%
%
Base Commission Rate (EC Tech)
Braden & Taylor's cut per project assigned — Formula: Project Price × Rate%
%
Combined Rate (Auto-Calculated — Read Only)
When caller = EC Tech — Formula: Call Rate + Base Rate — updates automatically above
—
%
LIVE PREVIEW — Scenarios at $1,500
| Person | Project / Lead | Duration | Date | Notes | Actions |
|---|