Open Insights in the MORE group of the sidebar. The Performance tab shows how your team is doing, and the Commissions tab lists commissions and payouts.
The Performance tab
- Click Insights in the MORE group.
- On the Performance tab, choose the scope, such as Company, and a time range, such as Last 30 days.
- Use the links at the top right:
- Rankings compares people.
- History shows results over time.
- Targets is where you set goals.
Set targets
If you see "No targets for this period", click Manage targets. Targets can be set by an admin, or by you if you have access. Ask your admin to configure them if the button is missing.
The Commissions tab
Click Commissions to see commission records and payouts. Each row shows the date, the type, the user, a description, the amount and the status. Statuses include PENDING, PAID and PROCESSED. Click Create Payout to start a payout, and use Filter or AI Mode to narrow the list.
Commission percentages come from your deals. See How to customize deal stages and set commission in FlowForce.
If it did not work
I do not see Insights. Your role may not include it. Ask an admin.
The page says no targets. Targets have not been set for this period yet.
Numbers look low. Check the scope and the time range at the top.