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.
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.
Each commission entry includes the exact date the payment was added to our Quickbook system. This helps you stay on top of your accounting, track payouts, and manage your business finances confidently. Please note, you will see pending transactions, as they are added when we receive the fully executed CDA form.
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.
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.
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.
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.