🏆 YTD Standings
🥇
Taylor Mackintosh
$25,357.00
YTD Commission (Jan–Sep*)
📞 299 consults
🤝 148 retains
On pace for $33,809.33 by year end
🥈
Nicole Ryan
$15,051.00
YTD Commission (Jan–Sep*)
📞 262 consults
🤝 106 retains
On pace for $20,068.00 by year end
🥉
Ron Hansen
$9,501.00
YTD Commission (Jan–Sep*)
📞 170 consults
🤝 64 retains
On pace for $12,668.00 by year end
★ September is a LIVE estimate computed from CRM data (Supabase warehouse)
using the comp formula — consults & retains as of Sep 13, 2026 at 6:50 AM ET. Final September
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–Aug figures are actuals from the sheet.
📅 Monthly Breakdown
| Consultant | January | February | March | April | May | June | July | August | Sep* (est) | YTD Total |
|---|
| Taylor Mackintosh |
$4,845.00 | $3,925.00 ▼ 19% | $5,725.00 ▲ 46% | $4,275.00 ▼ 25% | $5,735.00 ▲ 34% | $0.00 ▼ 100% | $0.00 | $0.00 | $852.00 ★ |
$25,357.00 |
| Nicole Ryan |
$3,375.00 | $1,900.00 ▼ 44% | $4,125.00 ▲ 117% | $2,700.00 ▼ 35% | $2,525.00 ▼ 6% | $0.00 ▼ 100% | $0.00 | $0.00 | $426.00 ★ |
$15,051.00 |
| Ron Hansen |
$425.00 | $1,850.00 ▲ 335% | $2,775.00 ▲ 50% | $1,150.00 ▼ 59% | $2,825.00 ▲ 146% | $0.00 ▼ 100% | $0.00 | $0.00 | $476.00 ★ |
$9,501.00 |
🟡 September Live Estimate — Breakdown
Taylor Mackintosh: $852.00 = 6 retains × $142 = $852.00 (16 consults / 6 retains live)
Nicole Ryan: $426.00 = 3 retains × $142 = $426.00 (15 consults / 3 retains live)
Ron Hansen: $476.00 = 3 retains × $142 = $426.00, wills $50.00 (11 consults / 3 retains live)
Formula: consult bonus = (consults 60–80)×$10 + (over 80)×$15 + ($500 if ≥100); retain commission = retains × $142 blended; retain bonus = (over 25)×$125 + ($750 if ≥30); wills = $50 × Will-package retains. June Will-package retains: 0.
🎯 Bonus Status (YTD)
Taylor Mackintosh
📞 ✅ 299 consults — $15/consult tier + $500 flat bonus unlocked
🤝 ✅ 148 retains — $750 bonus tier unlocked (≥30)
💵 YTD retains × $142 blended ≈ $21,016.00 in retain commission
Nicole Ryan
📞 ✅ 262 consults — $15/consult tier + $500 flat bonus unlocked
🤝 ✅ 106 retains — $750 bonus tier unlocked (≥30)
💵 YTD retains × $142 blended ≈ $15,052.00 in retain commission
Ron Hansen
📞 ✅ 170 consults — $15/consult tier + $500 flat bonus unlocked
🤝 ✅ 64 retains — $750 bonus tier unlocked (≥30)
💵 YTD retains × $142 blended ≈ $9,088.00 in retain commission
📊 Monthly Commission Chart