This article walks you through the Sales representatives dashboard under the Organization tab. Use this when you need to look up a rep's contact details, confirm team assignments, or check commission structures across your organization.
View-only: The Sales representatives dashboard is read-only for reps. If any details need to be updated — contact information, commission split, monthly goal — submit a request through the help desk.
From the top nav, click Organization and select Sales representatives.
The dashboard lists every sales representative in your organization. Columns include:
Column | What it shows |
ID | System-assigned rep ID |
Name | Rep's full name |
Email address | Rep's work email |
Phone number | Rep's phone number |
Address | Rep's address on file |
Team | The internal team this rep belongs to |
Commission split | Primary commission percentage and basis (e.g., 70% Gross) |
Secondary commission split | Secondary commission percentage if applicable (e.g., 40% Gross) |
Monthly goal | The rep's monthly revenue target |
Created by | Who added this rep to the system |
Created at | When the rep was added |
To find a specific rep — use the Search and filter bar at the top to search by name, email, or team.
To check commission structure — the Commission split and Secondary commission split columns show each rep's current split and whether it's calculated on Gross or another basis.
To confirm team assignments — the Team column shows which internal team each rep belongs to. Use this when you need to confirm whether a rep is on your team before reassigning a client to them.