The Commission Dashboard in Dalton Wade Connect gives you a clear, organized view of your earnings so you always know exactly where you stand. Whether you want to review your year-to-date totals, verify disbursement dates, or look back at previous years, everything is available in one simple place.

You can access your commission information directly from the homepage dashboard or through the left-side navigation menu, making it easy to check your numbers whenever you need them.

What You Can See in the Commission Dashboard

✔ Yearly Commission Totals

Your total commissions for the selected year are displayed at the top of the page. You can scroll through every year you have been active with Dalton Wade, giving you a full history of your earnings over time.

✔ Disbursement Dates

Each commission entry includes the exact date the payment was dispersed to you. This helps you stay on top of your accounting, track payouts, and manage your business finances confidently.

✔ Search by Year

Use the year selector to navigate to any prior year. All historical data that has been recorded in our system will display, allowing you to keep accurate long-term records for tax planning, financial reporting, and business tracking.

Where to Access Your Commission Data

You can view your dashboard in two places:

• Homepage Dashboard – Your current year’s data is displayed front and center.

• Navigation Menu – Click Commission Dashboard for the full detailed view and year-by-year history.

Both options take you to the same information — choose whichever path is most convenient.

Why You May Not See Your Commission Data

In some cases, commission information may not appear for an agent. The most common reason is an email mismatch between systems:

• Your email in our internal agent CRM may differ from

• The email associated with your QuickBooks record

This can happen if your email was updated in one system but not the other.

When the emails don’t match, Dalton Wade Connect cannot link your commission history to your profile.

If Your Commission Dashboard Is Blank

If you don’t see your commission history or your totals look incomplete:

1. Confirm the email you’re using to log into Dalton Wade Connect (this should be the email in our internal agent CRM)

2. Reach out to the Support Team through the ASAP widget

3. Let us know what your correct email should be across all platforms

Support will verify and make sure we have the correct email across all platforms.

Why the Commission Dashboard Matters

Having immediate access to your earnings helps you manage your business more effectively. You’ll always know:

• What you’ve earned

• When payments were dispersed

• How your production compares year over year

This tool was built to keep you informed and confident as your business grows.