Let's go.

Things that need your attention.
—
placements this month
—
earned MTD
—
placements YTD
—
days since last win

⚡ Closest to closing

🔔 Up Next action required
📅 Interviews this week next 7 days
📜 Recent activity
⚠️ Stale roles open 60+ days
🏆 Last wins team + per recruiter
🎯 Roles without candidates need sourcing

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)
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.
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

ClientPaid% 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).
Last Notion sync: never
0 candidates

Candidate Database

My Candidates

All candidates across all boards. Tags appear once Notion populates them.
Your candidates only. Tagged in Notion.
0 candidates
Name Board Position Status Recruiter Tags Desired Salary Location Last Contacted Next Interview LinkedIn

Role Briefs

Company, salary, pitch, JD, intake — per role. Synced from Drive.
📄⬆
Upload role brief PDF
Opens the Drive folder. Drop your PDF in there and the daily sync picks it up.
→

Open Roles

0 open all changes saved · just now
Every deal on one ledger. Filled placements auto-archive. New rows auto-add from signed contracts in Drive.
Filter by placer:
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.
Type:
Paid: Click headers to sort.
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.
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.

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
PresetWhen it appliesCarlWenhanChan
▸ Sales tax by client location
LocationRateNotes
Ontario (ON)13% HSTDefault for most clients
Quebec (QC)5% GST + 9.975% QST = 14.975%Two separate filings (CRA + Revenu Québec)
Other Canadian5% GSTBC, AB, etc. — no provincial markup on services
US / Non-Canadian0%Zero-rated export of services

Links & SOPs

Templates and SOPs — click to download.