Sample dashboard. Made-up names and numbers; nothing you change here is saved.Get one with your numbers in it →
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Jump to a screen or find a lead
Jump to a screen or find a lead
Retainer plus one line per booked lead, by the period the booking fell in (9th through the 8th). Each period closes at 6 PM on its last day: the invoice is issued and locked, and payment is due the next morning. Invoicing starts with the period beginning Aug 11, 2026; earlier bookings are recorded but never invoiced.
| Line | Amount |
|---|---|
Monthly retainer Oct 9, 2026 – Nov 8, 2026 | $1,800.00 |
Casey KerriganWebsite· Homepage formbooked Oct 12, 2026 status change · rule for website effective 2025-01-01 | $200.00 |
| Period | Invoice | Retainer | Commissions | Total | Status |
|---|---|---|---|---|---|
| Nov 9 – Dec 8, 2026 | FG-202612-ELEV | $1,800 | 0 · $0 | $1,800 | Open |
| Oct 9 – Nov 8, 2026 | FG-202611-ELEV | $1,800 | 2 · $400 | $2,200 | Open |
| Sep 11 – Oct 8, 2026 | FG-202610-ELEV | $1,800 | 11 · $1,600 | $3,400 | Issued |
| Aug 11 – Sep 10, 2026 | FG-202609-ELEV | $1,800 | 13 · $2,100 | $3,900 | Issued |
| $200.00 |
| Total due | $2,200.00 |
Evidence chips: Homepage form, Master sheet.
These leads are Booked on the master sheet with no booked date from any source. Firstgen sets the date on the lead page.
Revenue counts; commission does not until the job is linked to a lead. Fix in Needs attention.