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Track and manage commissions for your partner agents. Each partner has their own financial breakdown visible in the Agent Network drawer.

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Commission Tracking

Each partner’s Finance tab shows:
  • Commission rate — the current percentage (editable in Settings tab)
  • Pending commission — amounts earned but not yet paid
  • Paid commission — total amounts already paid out
  • Payout history — detailed list of all payouts
Screenshot: Payout confirmation dialog — marking a pending payout as paid

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Payout History

The payout list shows each payment with:
FieldDescription
AmountPayment amount
DateWhen the payout was recorded
LeadAssociated lead name (if applicable)
StatusPaid or pending

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Marking Payouts as Paid

When you’ve transferred funds to a partner:
1

Open partner drawer

Click the partner in the Agent Network list.
2

Go to Finance tab

Switch to the Finance tab.
3

Select pending payouts

Choose which pending payouts to confirm.
4

Mark as paid

Click “Mark as Paid” and confirm. The payouts move to paid status.

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Adjusting Commission Rates

To change a partner’s commission rate:
  1. Open the partner drawer
  2. Go to the Settings tab
  3. Edit the commission rate field
  4. Save changes
The new rate applies to future leads only. Existing pending commissions are not recalculated.

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Overview Stats

The Agent Network overview page shows aggregate financial metrics:
  • Total sales volume — revenue generated through all agents
  • Total pending commissions — sum of unpaid amounts across all partners
These numbers update in real time as leads and payouts are processed.

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Next Steps