Delivery Team Bonuses

Restricted access β€” Common Trust leadership only.

Access restricted

This tile is only available to Katie, Zoe, and Ricky. If you should have access, contact Ricky.

Delivery Team Bonuses

Teamwork projects + HubSpot payment confirmation Β· …
β€”
Per-Person Summary
Earned / Payable / Paid / Owed across all bonuses.
Ready to Pay
Bonus shares whose trigger has been met (HubSpot invoice paid) and not yet paid out. Click Mark Paid to record a payout.
PersonClientTypeRole AmountTriggerNotes
Bonus Detail
Separated by type to match the xlsx Bonus Payouts tab. Click a row to expand, edit splits, or set an override. Filters apply to both tables.
Sales Conversion Commissions
$1,500 flat per converted client (transaction-focused scope, Aug 18 2025+). Lead 70% / Support 30% by default.
ClientPersonRole %ContractTotal BonusThis Share KickoffTriggerStatus
Transaction Bonuses
1% / 2% / 3% of contract value based on months from kickoff to transaction. Lead 70% / Support 30% by default.
ClientPersonRole %ContractTotal BonusThis Share KickoffMonthsTriggerStatus
Payments Log
Every bonus share marked Paid via this dashboard, plus historical imports.
Payout DatePersonClientType AmountNotes