As a Connector, you earn a commission each time a referral you introduced closes. This article explains where to find your earnings totals, what Earned vs. Pending means, how your fee plan works, and how to use the Deals and Invoices pages to see the detail behind the numbers.
Your earnings at a glance: the Dashboard
Go to Dashboard (left sidebar → Dashboard). The Revenue section shows your earnings summary with tabs to filter by time window:
Tab | What it covers |
7d | Last 7 days |
30d | Last 30 days |
90d | Last 90 days |
YTD | January 1 of the current year to today |
All | All time |
Inside each tab:
Earned — commissions that have been confirmed and recorded against your fee plan.
Pending — commissions tied to deals that have closed but are still being processed by finance. Pending becomes Earned once the admin finalizes the deal's finance record.
Your plan — your current fee plan rate (e.g., "15% on close").
The Earnings / month (6m) chart shows a six-month bar chart of your monthly earnings. If no earnings have been recorded yet, the chart shows "No earnings yet. Deals you earn fees on will appear here."
The Submissions / month (6m) chart shows how many referrals you've submitted each month, independent of whether they've closed.
My Pipeline at the top of the Dashboard shows your active referrals with their current stages.
How your fee plan works
Your fee plan determines what percentage of a closed deal's value you earn. The most common structure is a percentage on close (e.g., 15% on close).
The workspace admin sets and manages fee plans — you cannot edit your own rate. Your current plan is always visible on the Dashboard under Your plan. Contact the admin if you have questions about your rate.
Deals: the finance record behind each closed referral
Go to Finance → Deals (left sidebar → Finance → Deals). The Deals page has five filter tabs:
Tab | What it shows |
All | Every deal in the workspace |
Pending Review | Deals sent to finance but not yet reviewed |
Active | Deals currently being processed |
Completed | Deals fully processed and closed out |
Cancelled | Deals that were voided or removed |
Each deal row shows: Deal Name, Finance Deal Status, Opportunity (Seeker → Solution Provider), Pipeline Name, Pipeline Deal Stage, Seeker, Solution Provider, Connector (your name on deals you sourced), Facilitators, Product, Total Deal Value, and Created/Updated dates.
Click a deal row to open the detail view with full financial information, including the fee calculation and invoice status.
Note: Deals are created by the workspace's finance admin when they process a closed referral. You cannot create deals yourself. If a referral has closed in the pipeline but you don't see a deal yet, the admin hasn't processed it through finance yet.
Invoices: the financial documents for your earnings
Go to Finance → Invoices (left sidebar → Finance → Invoices).
Use the Status filter to narrow by: All, Draft, Sent, Overdue, or Paid.
Use the Payments To filter to narrow by: All, Marketplace Owner, Connectors, Facilitators, or Solution Providers. To see only invoices that involve you as a Connector, select Connectors.
Each row shows Invoice #, Status, Payer, Payee, Amount, Due Date, and a View link. Invoices show either the full amount or a partial-payment status with remaining balance (e.g., "$3,600.00 — $3,500.00 remaining"). A green "✓ Paid in full" badge appears on fully paid invoices.
How earnings flow from referral to payment
You create a referral — it lands in Referral Opportunities → New Referral.
The referral progresses through stages — Qualified, Engaged, Proposal Sent.
The deal closes — the card moves to Closed Won.
Finance processes the deal — the admin creates a Deal record. Your commission appears as Pending on the Dashboard.
An invoice is generated — the admin generates an invoice. It appears under Finance → Invoices.
Payment is made — once the invoice is paid, your commission moves from Pending to Earned.
Frequently asked questions
Why does my Dashboard show $0.00 even though I've submitted referrals?
Earnings are only recorded when a deal closes and the admin processes it through Finance. Active pipeline referrals don't contribute to Earned or Pending yet.
What's the difference between Earned and Pending?
Earned = confirmed and recorded commissions. Pending = commissions from closed deals still being processed. The admin moves amounts from Pending to Earned when they finalize the deal.
Can I see how my commission was calculated on a specific deal?
Yes. Go to Finance → Deals, find the deal, and click to open the detail view.
Can I edit my fee plan rate?
No. Fee plans are set by the workspace admin. Contact them to discuss your rate.
What if a deal shows as Closed Won but I don't see earnings?
The pipeline and finance system are separate. The admin has to process the closed deal through Finance to generate earnings. If it's been more than a few business days, follow up with the admin.
Troubleshooting
I don't see any Deals in Finance → Deals
Deals only appear after the admin processes them through finance. If referrals have closed in the pipeline but no deals appear, the admin hasn't sent them to finance yet.
My Pending amount isn't becoming Earned
Pending moves to Earned after the admin generates and processes the invoice. Contact the admin if a deal has been Pending for an extended period.
I can see a deal in Finance → Deals but there's no invoice yet
Invoices are generated by the admin separately after the deal is reviewed. Follow up with the admin if you need the invoice for your records.