Sales & commissions
Sales reps and managers see their commission pipeline, approve commissions, and track monthly target progress — without leaving SunrAI.
Sales lives in SoCap. Commission reporting and approval live in SunrAI. This is where reps and managers see what they're earning and managers act on it.
What you'll learn
- What the Sales hub shows and what's read-only
- How agents and managers see different views
- How commission approval works
- Where Leads fit (and what's not done yet)
Where to find it
Sidebar → Sales (/dashboard/[teamId]/sales). The index page redirects to Proposals by default.
Sub-views: Proposals · Contracts · Presentations · Outreach. All four are driven from the same underlying data — the URL parameter controls which slice is on screen.
Reps vs managers — different views
The Sales hub adapts based on your role.
Sales agents see
- Personal commission summary — Total Commissions, Pending Approval, Approved, Paid (KPI cards)
- Monthly target progress — bar tracking against
company_info.sales_monthly_target - Personal pipeline — every proposal you've authored, with status (draft / pending / sent / viewed / accepted / signed / rejected), total cost, and commission rate
- Recent activity — last touches on the proposals you own
Sales managers (and owners / admins) see
- Everything above, for the whole team
- Commission Status Breakdown — counts of pending vs approved vs paid vs voided
- Approval Dialog — approve or void a pending commission, with optional notes
- Leaderboard tab — UI stub for now; the data hookup is the next phase
Commission lifecycle
A commission moves through four states:
| State | Meaning |
|---|---|
| Pending | Proposal accepted; awaiting manager review |
| Approved | Manager has signed off — eligible to pay |
| Paid | Funds disbursed (logged in the commission ledger) |
| Voided | Approval reversed before payout (e.g. customer canceled) |
Managers can move a commission from Pending → Approved or Pending → Voided from the approval dialog. The payout step (Approved → Paid) is recorded against the commission ledger — that's where Cash takes over.
Source of truth — SoCap
Proposals, contracts, and presentations are authored in SoCap. This page is a mirror of that data scoped to your team for the purpose of commission visibility and approval. You can't edit a proposal here.
If a proposal's status looks wrong, fix it in SoCap — the change will mirror back on the next sync. See Connect SoCap for the sync cadence.
Leads — scaffolded, not finished
The Leads page (/dashboard/[teamId]/leads) shows a filterable list of leads stored in SunrAI's leads table. Filters available: status, assigned rep, territory, priority.
Important: SunrAI does not create leads. Lead generation is SoCap's domain — auto-import from storm tracker, CompanyCam, or public inspections is intentionally not wired in SunrAI.
The "Add Lead" and "Import from Excel" buttons currently log the click but aren't yet wired to an underlying flow. The view-only side of Leads is functional; lead authoring is a future phase if and when teams ask for it.
Verify it worked
- Sign in as a sales agent → land on
/sales/proposals→ see your personal KPI cards - Sign in as a manager → see the team-wide KPI cards and the Approve action on pending commissions
- Switch to the Outreach sub-view → see outbound communication history
Troubleshooting
"I'm a manager but don't see the approval dialog." — Check your role on Settings → Members. Approval is gated on owner/admin/manager. If you're a member, you'll see read-only views only.
"A proposal is missing from my view." — That proposal is probably owned by a different SunrAI team (or wasn't yet mirrored from SoCap). Confirm in SoCap that it's assigned to the correct organization, then wait for the next pull.
"My monthly target isn't updating." — company_info.sales_monthly_target is a per-team setting. Ask an owner to update it from Settings → Team → Sales targets.