PERFORMANCE
Appointments & closes
BookedCloses
Dashboard
Your high ticket sales performance at a glance.
Financial figures include audited corrections and refunds. Historical collection months are restated; original records and payout history are preserved in Commission.
YOUR MONTH AT A GLANCE
You’re building momentum.
Every logged call sharpens the picture.
Monthly target£0 / £10,000
CONVERSION
On trackSales health
0%close rate
Show rate0%
Avg. deal£0
RECENT ACTIVITY
Latest updates
QUICK ACTIONS
Keep it moving
TEAM PERFORMANCE
See who needs support and who is setting the pace.
| Closer | Appointments | Show rate | Close rate | Cash collected | Commission |
|---|
| Setter | Booked | Show rate | Cash attributed | Setter commission |
|---|
TEAM LEADERBOARD
Live rankingWho is setting the pace?
Ranked by cash influenced, then closed wins and show rate.
| Rank | Team member | Role | Appointments | Show rate | Wins | Cash influenced | Commission |
|---|
No team activity has been recorded for this period yet.
APPOINTMENT PIPELINE
From booked call to closed deal.
| Booked | Call date & time | Prospect | Offer | Assigned closer | Booked by | Outcome | Notes |
|---|
No appointments match this view.
BUILT-IN CRM
Move every lead from call booked to outcome.
Appointments appear here as soon as they are saved.
Affili8 CRM
CASH COLLECTED
Closed business and earnings.
| Date | Client | Offer | Deal size | Cash collected | Commission | Payment | Status |
|---|
No deals match this view.
YOUR EARNINGS
Commission without the guesswork.
Commission due this period£0Selected period
Received to date£0
Upcoming£0
Total expected£0
EARNINGS TREND
Commission by month
BREAKDOWN
Where it came from
| Payment date | Client | Payment | Commission | GBP commission | Status |
|---|
Commission payouts & financial history
Manual records of payments made outside Affili8. No money is transferred.
Earned figures are restated to the corrected collection month. Payouts use payout dates. Outstanding balances are all time, per currency. Negative balances indicate an adjustment or recovery due; historical payouts remain recorded. Currency corrections change a mistaken label, never perform an FX conversion.
| Beneficiary | Earned | Paid | Outstanding |
|---|
Record payout, correction or request
Payout history
| Date | Beneficiary | Amount | Reference | Audit event |
|---|
Correction and approval audit
AI Call Reviews
Turn your sales conversations into actionable insights. AI-powered call analysis is coming to Affili8 in Version 2.0.
YOUR NEXT LEVEL OF SALES COACHINGPATTERN ANALYSIS
AI Coaching Insights
| Date | Prospect | Offer | Deal Value | Outcome | Overall | Discovery | Objections | Closing | Collected |
|---|
No reviews yet. Analyse your first call to start building coaching insights.
FINANCIAL TOOLS
Quick calculators.
Business workspace
Upgrade this workspace in place to keep your account and sales history. Business and Business Pro activation requires administrator approval.
Request Business activationYour existing Closer or Setter performance role is retained. This action does not activate or charge your account.
Team membership
Permission roles control access. Closer and Setter performance roles control sales attribution. Owner transfer is administrator-only.
| Member | Permission | Performance roles | Status | Action |
|---|
Workspace invitations
| Role | Status | Action |
|---|
PERSONAL SETTINGS
Your workspace and preferences.
YOUR ACCESS
AdminAdmin access
PERMISSIONS
Role access
CRM SETUP
Built inChoose where leads are managed
Use the Affili8 pipeline or prepare a connection to your existing CRM.
| Team member | Role | Available views | Status |
|---|