Ready — click Refresh to load live data from Google Drive.
Projected value
—
Full year est.
Statement (YTD)
—
Paid per statement
Billed (YTD)
—
Billed to date
Collected
—
Customer paid
Commission pipeline
Load data to see pipeline
Movers since last refresh
Refresh twice to see changes
Margin drift vs sold
Refresh to load.
By type — projected GM
Load data to see breakdown
Load data to see monthly breakdown
Expected check
By type — monthly
Load data to see deal + month reconciliation
Spiff & renewal list
Deals listed here have their gross margin multiplied by the GM spiff factor before commission calculation.
Your calculated commission is then compared against accounting's statement to surface discrepancies.
Save to Drive to persist across sessions.
Accepted
Project name (must match ERP exactly)
Comm spiff
GM spiff
Note
Google Drive settings
Actuals are only trusted once a month has been closed this long. Before that the projection is used.
Applied to booked projects that have not started and carry no cost yet (projected margin equal to projected revenue). Projects with delivery history are never adjusted. Software reports margin directly with no revenue column, so its default is not applied. Trailing 12 months to Aug 2026: services 35.4%, staffing 22.0%.