How to view and filter sales commissions and bonuses?

From the left sidebar, select the Sales & Operations module. Once inside the main dashboard panel, locate and click on the Commissions & Bonuses card to open the specialized financial performance tracking dashboard.

Within this analytics panel, utilize the primary row of dropdown selectors to narrow down the data matrix. Adjust the criteria by choosing to show specific reward structures, selecting the calculation year, entering a precise date range, or sorting the entries by sales executive, billing type, operational team, or individual product and service lines.

To execute the chosen criteria, type any key terms into the available search box and click the dark blue Apply button to update the data grid. Alternatively, if the layout needs to be reset, click the yellow Clear button on the far right to restore the default overview displaying the grand totals for sales, commissions, and leader bonuses at the bottom of the table.

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