Sales and commissions
Review sales activity and commission status in SunrAI.
The Sales area brings together sales activity and commission information for your team. The page opens to Proposals and also includes views for Contracts, Presentations, and Outreach.
Reps and managers
Sales reps can review their commission summary, target progress, proposals, and recent activity. Owners, Admins, and sales managers can review team activity and act on pending commission approvals.
The Leaderboard view is not currently available.
Commission status
A commission can be shown as:
| Status | Meaning |
|---|---|
| Pending | Waiting for a manager's review. |
| Approved | Approved and eligible for payout. |
| Paid | Recorded as paid. |
| Voided | Canceled before payout. |
Managers can approve or void a pending commission from its approval dialog. The commission ledger records inspection accruals separately; see Commission ledger.
SoCap and sales records
Proposals, contracts, and presentations are authored in SoCap and shown in SunrAI for team visibility and commission review. To correct proposal details or status, update the record in SoCap.
Use SoCap to create and manage pre-financing leads. SunrAI does not automatically create leads from storm events, CompanyCam activity, or public inspection data.
Troubleshooting
"I can't approve a commission." — Commission approval is available to Owners, Admins, and sales managers. Ask your team Owner to check your role if you need access.
"A proposal is missing or has the wrong status." — Confirm that it is assigned to the correct SoCap organization and check the SoCap record.
"My monthly target is wrong." — Ask an Owner or Admin to review Settings → Team → Sales targets.