Commission Tracking Dashboard
The interface presents a comprehensive 'Commission Tracking' dashboard within a 'Hospice Sales CRM' system, designed to monitor sales performance and commission earnings. A left-hand navigation pane provides access to various sections, including 'Dashboard,' 'Patients,' 'Referrals,' 'Volunteers,' 'Care Team,' 'Service Areas,' 'Providers,' 'Sales Activities,' 'Territories,' 'Analytics,' 'AI Intake,' the currently active 'Commissions' tab, 'Workflow Automation,' 'CRM Assistant,' and 'Reports.' The main content area begins with a header displaying 'Commission Tracking' and a descriptive subtitle, 'Track sales performance and commission earnings,' alongside an 'Export' button for data retrieval. Below the main title, a filter bar allows users to refine displayed information by 'Q3 2024' and 'All Status' using dropdown selectors, preceded by a 'Filters:' label. Four distinct summary cards provide key performance indicators: 'Total Earned' displays $18,350 with a green dollar icon; 'Pending' shows $9,300 with an orange clock icon; 'Total Referrals' indicates 7 with a blue person icon; and 'Avg Quality Score' reports 8.7, symbolized by a purple badge, offering an immediate overview of commission-related metrics. Further below, the 'Commission Details' section presents a detailed tabular breakdown of individual commission entries, structured with columns for 'PATIENT & PROVIDER,' 'SALES REP,' 'COMMISSION,' 'TIER,' 'STATUS,' and 'ACTIONS.' Each row represents a specific commission event, listing the patient's name, associated medical center, admission date (e.g., James Park at Cedars-Sinai Medical Center, admitted 2024-09-15), the sales representative and quarter (e.g., Nancy Kim, 2024-Q3), and the total commission amount (e.g., $3,000), frequently detailing base, bonus, and rate (e.g., Base: $2,500 | Bonus: $500, Rate: 15.0%). The 'TIER' column categorizes commissions (e.g., 'gold,' 'silver,' 'platinum,' 'bronze'), each indicating a corresponding Lifetime Value (LTV) such as LTV: $18,500 for a 'gold' tier, while the 'STATUS' column clearly shows the current state using distinct visual cues like an orange alert icon for 'pending approval,' a blue check for 'approved' (with a 'Paid' date), a green check for 'paid' (with a 'Paid' date), and a yellow clock for 'processing.' The final 'ACTIONS' column consistently contains an eye icon, indicating a view or details function for each entry, allowing for deeper investigation. The top right corner of the application interface displays 'Demo Version' and a settings cog icon, indicating the current operational mode and access to configuration options, all presented within a clean layout featuring clear typography and color-coded status indicators to enhance readability and user comprehension of complex data.