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Things that need your attention.
—
placements this month
—
earned MTD
—
placements YTD
—
days since last win
⚡ Closest to closing
Up Next
Interviews this week
Recent activity
Stale roles
Last wins
Roles without candidates
Active Roles — Days Open
⏰ aging 30–60d · ⚠️ stale 60d+
Revenue Dashboard
Click any tile to expand. Auto-refreshes daily.
Revenue
$0
Pipeline
0 reqs
🔁 Retainer Revenue
$0
avg monthly
Placements
0
paid placements · selected period
⏱ Time to Fill
—
avg days · placement → paid
Avg Deal Size
$0
paid placements only
Candidates by Recruiter
0
across all active reqs
Earnings — by recruiter
ⓘ How these are calculated
⚠ How these are calculated — and why they may not match QBO
How earnings work
Earned = paid × split, in period · Owed = live unpaid rows across all active deals
Carl Net = post HST + fees · Wenhan/Chan Net = base + 13% HST (they invoice it to Casis and remit to CRA)
Carl Net = post HST + fees · Wenhan/Chan Net = base + 13% HST (they invoice it to Casis and remit to CRA)
Why Net ≠ Gross
Net > Gross for Wenhan/Chan (HST added on top). Net < Gross for Carl (HST + Stripe fees come out of his share). See Logic for the full math →
Discrepancies vs QBO
• Cash vs Accrual — we bucket on paid date, QBO Accrual on invoice date. Switch QBO to Cash to align.
• FX — global default 1.37 vs QBO's per-deposit rate. Per-row FX overrides pin contractor invoices to the cent.
• Stripe fees / refunds — captured in Tax + Profit cards, not always in headline revenue.
• QBO credits / adjustments — reissued/credited invoices show in QBO but not here.
• FX — global default 1.37 vs QBO's per-deposit rate. Per-row FX overrides pin contractor invoices to the cent.
• Stripe fees / refunds — captured in Tax + Profit cards, not always in headline revenue.
• QBO credits / adjustments — reissued/credited invoices show in QBO but not here.
Carl
$0
net · period (post HST + fees)
🎯 0
placements
0 + 0
Gross: $0
0%
Brought in — 0 placements
$0
commission · revenue brought in
🔁 Retainer engagements — 0
$0
your earnings on retainer cycles
Wenhan
$0
net · period (incl. 13% HST)
🎯 0
placements
0 + 0
Gross: $0
0%
Brought in — 0 placements
$0
commission · revenue brought in
🔁 Retainer engagements — 0
$0
your earnings on retainer cycles
Chan
$0
net · period (incl. 13% HST)
🎯 0
placements
0 + 0
Gross: $0
0%
Brought in — 0 placements
$0
commission · revenue brought in
🔁 Retainer engagements — 0
$0
your earnings on retainer cycles
Top Clients — click to expand
🏆 Top 5 Clients — paid revenue · selected period
| Client | Paid | % of total |
|---|
Revenue breakdown — Paid · Owed · Retainers · Downpayments
Paid = received in period. Owed = contracted but unpaid. Speculative = pipeline contingent on hire.
Paid
$0
received in period
Owed (contracted)
$0
unpaid retainers + DPs · live
Retainers
$0
in period
Downpayments
$0
in period
Reconciliation — revenue equation + personal earnings (owed)
paid revenue this period =
$0 =
Carl Net $0 +
Wenhan Net $0 +
Chan Net $0 +
processing fees absorbed by Carl
$0
Carl also covers contractor HST
$0
on Wenhan + Chan's shares (collected from clients, remitted to CRA — pass-through, but Carl handles the float + bookkeeping)
Tax & Profit
Sales Tax Payable
$0
liability
ITCs Applied
$0
offset
Net Sales Tax
$0
to CRA
Processing Fees
$0
2.9% gross
Net Revenue (base)
$0
excl. sales tax
Profit (est.)
$0
base − contractors − fees
Corp Tax
$0
12% of profit
Carl Final Net
$0
post HST + fees
Candidate Tracker
Synced from Notion. SV candidates excluded (NDA).
Candidate Database
All candidates across all boards. Tags appear once Notion populates them.
| Name | Board | Position | Status | Recruiter | Tags | Desired Salary | Location | Last Contacted | Next Interview |
|---|
Role Briefs
Company, salary, pitch, JD, intake — per role. Synced from Drive.
| Client | Role | Location | Salary / Comp | Funding / Status | ||
|---|---|---|---|---|---|---|
| 🧋 | Digismoothie | Sales Director, US (→ GM Year 2) | Europe HQ; first NA boots-on-ground | $180–200k USD base · $200–230k OTE Y1 | Self-funded / profitable. 17,000+ merchants. Apps Candy Rack & Gift Box… | → |
| ⛩️ | Mavi | Head of Supply Growth | SF HQ; remote (LatAm/APAC/Africa) | $150–200k CAD base | $7.05M seed led by Govo Venture Partners. AI-driven F&A talent… | → |
| ⚽ | Swift | Full Stack Marketer | Toronto, ON · Hybrid | $75k base + equity | Self-funded / bootstrapped (founded 2021). No outside funding raised. | → |
| 🇨🇦 | Simple VenturesNDA | New Venture Lead | Toronto, ON | TBD — placement kicker (10%) | $15M raised (Sep 2025). Backers: TD, Sun Life, Sobeys, Wealthsimple… | → |
| 🇨🇦 | Simple VenturesNDA | AI Engineer (Founding Technical) | Toronto, ON | TBD — placement kicker (10%) | $15M raised (Sep 2025). Backers: TD, Sun Life, Sobeys, Wealthsimple… | → |
Click a row to open the full brief.
Every deal on one ledger. Filled placements auto-archive. New rows auto-add from signed contracts in Drive.
| Deal / Client | Role | Month | Status | Placed By | Deal Type | Total Fee | Carl (Net) | Wenhan | Chan | HST (Carl) | Salary | Curr | Fee Type | Fee % | Flat | Ret/mo | Months | Down Pmt | Invoiced? | Invoice Date | Paid? | Paid Date | Client Loc. | Split Preset | Carl % | Wenhan % | Chan % | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Totals | $0 | $0 | $0 | $0 | $0 | ||||||||||||||||||||||||
Invoices
All outgoing invoices. Source: QBO + Stripe + contractor reconciliation.
| Date | Client | Description | Placer | Type | Status | Paid? | Amount (base) | Sales Tax | Total |
|---|
💡 To edit any row's split, status, or paid flag — open the Roles page. This view is read-only summary.
Logic
Splits, taxes, fees per contract. USD→CAD is editable; rest are locked.
For the team — how this works
Your share by who closed:
- You closed — 60% you, 40% Carl.
- Carl closed, you contributed — 70% Carl, 30% you.
- Smile — $5K/mo/role, 2-month min cycle. 60% Carl / 40% placer. FED = Chan, SE = Wenhan.
- Simple Ventures — $5K/mo retainer, 34/33/33. Placement = 10% salary, 70/15/15 if Carl placed or 45/40/15 if contractor placed.
- HRVST — $5K deposit + $5K/role. Always 60% Carl / 40% Wenhan.
- Retainer / DP default — 34/33/33. Legacy rows may use Custom 60/40 or 50/50.
- 3-way contingency — placer + contributor: 45 Carl / 40 placer / 15 contributor.
- 3-way Carl-led — Carl placed with 2 contributors: 70 / 15 / 15.
Sales tax:
- You invoice your share + 13% HST. HST is yours to remit to CRA — not income.
- Carl absorbs that HST from his share. Carl Net is already post-HST.
- Client sales tax (HST 13% ON / GST+QST 14.975% QC / 0% US) → CRA, pass-through.
Out of Carl's share only:
- Stripe fee — 2.9% of gross.
- Corp tax — 12% of profit.
The formula
Client pays base + sales tax (13% ON / 14.975% QC / 0% US).
Sales tax → CRA. Not revenue.
Base → split per contract: Carl/Wenhan/Chan
Wenhan + Chan add 13% HST. Carl absorbs.
Stripe fee 2.9% of gross. Carl absorbs.
Corp tax 12% of profit.
Carl's take = (base × Carl%) − HST − Stripe fee
Why your Gross and Net look different
On the homepage Earnings tile you'll notice that Wenhan + Chan's Net is higher than their Gross, but Carl's Net is lower. That's not a bug — each role sits at a different point in the cash flow, so each formula is different. Both are showing the actual amount that lands in your bank account.
Wenhan + Chan
Net = Gross × 1.13
You invoice Casis for your share of the deal plus 13% HST. The HST is collected on top — you'll remit it to CRA yourself. Your Net = the full incl-HST amount that hits your bank.
Example: Smile retainer Mo 1, your 40% = $2,000 base.
Net = $2,000 × 1.13 = $2,260 hits your bank.
Net = $2,000 × 1.13 = $2,260 hits your bank.
Carl
Net = Gross − contractor HST − Stripe fees
Casis collects from clients, then routes each contractor's base + their HST out to them. That HST is the contractor's to remit — it sits with Carl only briefly before paying out. Carl also absorbs Stripe's 2.9% processing on every client payment, so both come off his share.
Example (2026 YTD): Carl Gross $106,923
− contractor HST $10,161 (= 13% of Wenhan + Chan's gross)
− Stripe fees $5,641 (≈ 2.9% of client deposits)
= $91,121 Carl's actual take-home.
− contractor HST $10,161 (= 13% of Wenhan + Chan's gross)
− Stripe fees $5,641 (≈ 2.9% of client deposits)
= $91,121 Carl's actual take-home.
It always reconciles: paid revenue = Carl Net + Wenhan Net + Chan Net + processing fees absorbed by Carl. Wenhan + Chan's HST is already inside their Net (they remit it themselves), so it doesn't appear as a separate line — it's invisible from Carl's perspective once it's paid out.
Rates — 🔒 locked
HST/GST/QST are CRA-set. Stripe processing is contractually fixed. Corp tax is the small-business CCPC rate. These don't change unless the law does.
Split presets
| Preset | When it applies | Carl | Wenhan | Chan |
|---|
Sales tax by client location
| Location | Rate | Notes |
|---|---|---|
| Ontario (ON) | 13% HST | Default for most clients |
| Quebec (QC) | 5% GST + 9.975% QST = 14.975% | Two separate filings (CRA + Revenu Québec) |
| Other Canadian | 5% GST | BC, AB, etc. — no provincial markup on services |
| US / Non-Canadian | 0% | Zero-rated export of services |
Resources
Templates, links, SOPs.