Wes Morris — Comp Tracker

Engagifii · CEM · ICA signed 10/6/2025 · Base $52,000 · Commission paid 15th of following month
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Base Salary
$52,000
$4,333/mo · 1st & 15th
Commission Earned YTD
$0
from paid invoices
This Month's Payout
$0
due 15th this month
Unpaid / Rolled Over
$0
from prior months
Chargeback Risk
$0
deals under 6 months
Book of Business — toward $5,000 Bonus
Active ARR + New/Expansion deal values + $120K customer uplift · Threshold: $700K
0%
Active ARR: $0 New deal values: $0 Uplift: $120,000 Paid YTD: $0 Churned: $0
Log a Deal
Use this forBrand new logos or returning customers who previously churned. Rates per ICA Exhibit A.
Annual payment amounts ($)
ClientTypeInvoice / TotalRateCommission Invoice PaidPayout MonthPayout Status
ClientTypePaymentCommissionInvoice PaidPayout DuePayout Status
ClientTypeProjected paymentProjected commissionEst. payout month
Total Commission Earned 2026
$0
from invoices paid by customers
Confirmed Paid Out
$0
verified on pay stubs
Still Owed / Rolled Over
$0
not yet confirmed
How payouts work per your ICACommission calculated on customer invoices paid in month X, paid to you on the 15th of month X+1. Mark each month confirmed once you verify on your pay stub.
Total Active ARR
$0
0 active accounts
Paid Invoices YTD
$0
0 accounts paid
Renewing ≤ 90 Days
0
$0 ARR at stake
Churned
0
$0 removed
CompanyRenewal DateARRTermHealthInvoiceHubSpot
90-Day Renewal RadarReach out at least 30 days before renewal. Hot/Cold and Neutral accounts flagged.
CompanyRenewal DateDays OutARRHealthReach Out ByInvoiceHubSpot
Data DiscrepanciesAccounts that don't match between your GA Happiness List and HubSpot export.
Company / Record IDIssueHappiness ListHubSpotARRAction
How this worksCommission split by year from logged deals. 2026 = confirmed from paid invoices. 2027 = projected from multi-year deals. Payout = following month's 15th per ICA.
Commission by Year — All Deals
Client
Total deal
2026 commission
2027 commission
Log deals to see projections.
2026 Summary
Base salary
$52,000
Commission earned
$0
2026 Total Comp
$52,000
2027 Outlook
⚠ Confirm chargeback ruleAsk your manager if the 6-month clock resets per year on multi-year deals.
Projected from existing deals
$0
2027 Total Comp
$52,000
Export DataFilter by month or YTD. Export includes all deal tracker data — client, invoice amounts, commission, payout months, and payout status. Download as CSV (universal), open directly in Google Sheets, or download as Excel-compatible format.
Filter & Preview
Deals in export
0
Total invoice value
$0
Total commission
$0
ClientTypeInvoice / TotalRateCommission Invoice PaidPayout MonthPayout StatusClosed By
ICA Exhibit A — Commission Rates
Customer Success
Retention2%
Expansion2%
New GA Sales
1-year8%
2–3 year10%
4+ year12%
BoB Bonus
$5,000 ("Blew It Out of the Park") when BoB exceeds $700,000 (Retention + Expansion + New Sales + $120K uplift).
Payout Schedule
Commission calculated on invoices paid in month X, paid on the 15th of month X+1. Base salary paid 1st and 15th.
Chargeback Rule
Customer must remain active 6 months from billing start. Early cancel = prorated clawback: (commission ÷ 6) × months paid.
Clause 6 — Important
Company reserves the right to override terms without cause. Any comp agreements outside this ICA must be obtained in writing as a signed addendum.
Source: Crescerance / Engagifii CEM ICA · Signed 10/6/2025
Chargeback Calculator
Formula from ICA(Commission ÷ 6) × months customer paid = amount you keep.
Commission Simulator