πŸ‘€ All Consultations & Retains 🎯 CEA/CES πŸ† CEA Leaderboard πŸ“… Days to Retain πŸ” Intake Audits πŸ’΅ Commissions
← Portal

πŸ’΅ CEA/CES Commission Tracker

Petrelli Previtera β€” 2026 Year-to-Date  Β·  Updated Aug 04, 2026 at 6:59 AM ET

πŸ† YTD Standings
πŸ₯‡
Taylor Mackintosh
$24,505.00
YTD Commission (Jan–Aug*)
πŸ“ž 284 consults 🀝 142 retains
On pace for $36,757.50 by year end
πŸ₯ˆ
Nicole Ryan
$14,625.00
YTD Commission (Jan–Aug*)
πŸ“ž 248 consults 🀝 103 retains
On pace for $21,937.50 by year end
πŸ₯‰
Ron Hansen
$9,025.00
YTD Commission (Jan–Aug*)
πŸ“ž 160 consults 🀝 61 retains
On pace for $13,537.50 by year end
β˜… August is a LIVE estimate computed from CRM data (Supabase warehouse) using the comp formula β€” consults & retains as of Aug 04, 2026 at 6:59 AM ET. Final August commissions true up from the manager sheet at month-end. Per-retain commission is estimated at $142 blended average (actual is $125 or $175 per retain by manager judgment; $141.67 avg across 2026). Jan–Jul figures are actuals from the sheet.
πŸ“… Monthly Breakdown
ConsultantJanuaryFebruaryMarchAprilMayJuneJulyAug* (est)YTD Total
Taylor Mackintosh $4,845.00$3,925.00 β–Ό 19%$5,725.00 β–² 46%$4,275.00 β–Ό 25%$5,735.00 β–² 34%$0.00 β–Ό 100%$0.00$0.00 β˜… $24,505.00
Nicole Ryan $3,375.00$1,900.00 β–Ό 44%$4,125.00 β–² 117%$2,700.00 β–Ό 35%$2,525.00 β–Ό 6%$0.00 β–Ό 100%$0.00$0.00 β˜… $14,625.00
Ron Hansen $425.00$1,850.00 β–² 335%$2,775.00 β–² 50%$1,150.00 β–Ό 59%$2,825.00 β–² 146%$0.00 β–Ό 100%$0.00$0.00 β˜… $9,025.00
🟑 August Live Estimate β€” Breakdown
Taylor Mackintosh: $0.00  =  0 retains Γ— $142 = $0.00 (1 consults / 0 retains live)
Nicole Ryan: $0.00  =  0 retains Γ— $142 = $0.00 (1 consults / 0 retains live)
Ron Hansen: $0.00  =  0 retains Γ— $142 = $0.00 (1 consults / 0 retains live)
Formula: consult bonus = (consults 60–80)Γ—$10 + (over 80)Γ—$15 + ($500 if β‰₯100); retain commission = retains Γ— $142 blended; retain bonus = (over 25)Γ—$125 + ($750 if β‰₯30); wills = $50 Γ— Will-package retains. June Will-package retains: 0.
🎯 Bonus Status (YTD)
Taylor Mackintosh
πŸ“ž βœ… 284 consults β€” $15/consult tier + $500 flat bonus unlocked
🀝 βœ… 142 retains β€” $750 bonus tier unlocked (β‰₯30)
πŸ’΅ YTD retains Γ— $142 blended β‰ˆ $20,164.00 in retain commission
Nicole Ryan
πŸ“ž βœ… 248 consults β€” $15/consult tier + $500 flat bonus unlocked
🀝 βœ… 103 retains β€” $750 bonus tier unlocked (β‰₯30)
πŸ’΅ YTD retains Γ— $142 blended β‰ˆ $14,626.00 in retain commission
Ron Hansen
πŸ“ž βœ… 160 consults β€” $15/consult tier + $500 flat bonus unlocked
🀝 βœ… 61 retains β€” $750 bonus tier unlocked (β‰₯30)
πŸ’΅ YTD retains Γ— $142 blended β‰ˆ $8,662.00 in retain commission
πŸ“Š Monthly Commission Chart