ATLAS
Cross-Sell Incentives

Cross-sell incentive programs, volume tiers, team leaderboards, and ROI analytics.

1 Dashboard LIVE
2 Configure PLANNED
3 Track PLANNED
4 Optimize PLANNED
Overview
Incentives Dashboard
9:41
Incentives
Active Bonuses 8 2 new
Volume Tiers 4 All active
Cross-Sells 23 +38%
Avg per Rep $535 +12%
Top Earners This Month
1
MJ
Marcus Johnson
Gold Tier
$1,240
7 bonuses
2
SR
Sarah Rodriguez
Silver Tier
$980
5 bonuses
3
DW
David Williams
Bronze Tier
$720
4 bonuses
Volume Tier Distribution
12 Total Reps
Bronze (5)
Silver (4)
Gold (2)
Platinum (1)
IncentivesDashboard screen
useQuery(api.incentives.dashboard) / useQuery(api.incentives.topEarners)
Cross-Sell Bonuses
9:41
Cross-Sell Bonuses
Active Bonuses
Roof + Gutter Bundle
Roofing → Gutter Install
12 earned Min $2,500
$150
HVAC + Duct Cleaning
HVAC Repair → Duct Service
8 earned Min $1,000
10%
Paint + Drywall Repair
Interior Paint → Drywall Patch
3 earned Min $800
$75
Electrical + Panel Upgrade
Rewiring → Panel Upgrade
0 earned Min $3,000
$200
Program Summary
Total Paid Out $3,425
Revenue Generated $48,200
ROI 14.1x
CrossSellBonusesList screen
useQuery(api.incentives.crossSellBonuses.list) / useMutation(api.incentives.crossSellBonuses.toggle)
Configuration
Create Cross-Sell Bonus
9:41
New Bonus
Trigger Service Pair
Roofing
Gutter Installation
Reward
Flat Amount
Percentage
Bonus only triggers when combined job value meets this minimum
Schedule
Feb 1, 2026
No end date
All Reps
Select Reps
Managers Only
CreateCrossSellBonus screen
useMutation(api.incentives.crossSellBonuses.create) / useQuery(api.services.list)
Volume Tiers
9:41
Volume Tiers
Bronze Starter
$0 - $10,000 / month
1.0x
5 reps qualifying
Silver Growth
$10,001 - $25,000 / month
1.15x
4 reps qualifying
Gold Elite
$25,001 - $50,000 / month
1.35x
2 reps qualifying
Platinum MVP
$50,001+ / month
1.5x
1 rep qualifying
VolumeTiersList screen
useQuery(api.incentives.volumeTiers.list) / useQuery(api.incentives.volumeTiers.qualifyingCounts)
Create Volume Tier
9:41
New Tier
Revenue
Jobs
New Customers
Threshold Range
Rep must generate revenue within this range during the qualification period
Reward
Multiplier
Flat Bonus
Applied to base commission rate for all jobs at this tier
Qualification
Weekly
Monthly
Quarterly
CreateVolumeTier screen
useMutation(api.incentives.volumeTiers.create) / volumeTierSchema validator
Performance
Rep Incentive View
9:41
Marcus Johnson
Gold Platinum
$36,200 earned $50,001 needed
Almost there! $13,801 away from Platinum (1.5x multiplier)
Bonuses Earned This Period
Bonuses Earned 7
Total Bonus $1,240
Projected Monthly Payout
$2,870
Base $1,630 + Bonuses $1,240
Recent Incentive History
Roof + Gutter Bundle
Feb 22, 2026 · Job #4812
+$150
HVAC + Duct Cleaning
Feb 19, 2026 · Job #4798
+$95
Paint + Drywall Repair
Feb 15, 2026 · Job #4776
+$75
Roof + Gutter Bundle
Feb 12, 2026 · Job #4751
+$150
RepIncentiveView screen
useQuery(api.incentives.repSummary) / useQuery(api.incentives.repHistory)
Leaderboard
9:41
Leaderboard
Week
Month
Quarter
Year
SR
Sarah R.
$980
2
MJ
Marcus J.
$1,240
1
DW
David W.
$720
3
4
KC
Kevin Chen
Bronze +15%
$540
3 bonuses
5
AP
Angela Patterson
Silver -8%
$425
2 bonuses
6
TM
Tyler Martinez
Bronze +22%
$380
2 bonuses
7
JH
Jessica Howard
Bronze 0%
$300
1 bonus
8
RB
Robert Baker
Bronze +5%
$225
1 bonus
IncentiveLeaderboard screen
useQuery(api.incentives.leaderboard) / periodFilter state
Incentive Analytics
9:41
Analytics
Total Cost $4,280 +18%
Revenue Generated $62,400 +31%
Incentive ROI 14.6x
Cost per Sale $186 -9%
Most Effective Bonuses
Roof + Gutter
18.2x
HVAC + Duct
14.7x
Paint + Drywall
10.9x
Elec + Panel
N/A
Tier Progression Trends
Nov
Dec
Jan
Feb
Bronze Silver Gold Platinum
Optimization Insights
Increase Electrical Bonus
No uptake on Electrical + Panel bundle. Consider raising the bonus to $300 or lowering the minimum job value.
Potential +$4,200/mo revenue
Silver-to-Gold Gap Widening
4 reps stuck at Silver for 2+ months. Consider adding a mid-tier incentive or reducing the Gold threshold to $20,000.
4 reps at risk of stalling
Top Performer Breakaway
Marcus Johnson is outpacing the field by 2.3x. Consider team-based bonuses to lift overall performance.
Team avg $535 vs top $1,240
IncentiveAnalytics screen
useQuery(api.incentives.analytics) / useQuery(api.incentives.optimizationInsights)
Optimize
Optimize screens share Analytics (Phone 8) above. Additional optimization screens (A/B testing, recommendations engine) are planned for a future sprint.
1 Dashboard + Bonuses LIVE
2 Tiers + Leaderboard PLANNED
3 Rep Detail + Analytics PLANNED
Tablet — Master-Detail Views
Dashboard + Active Bonuses
9:41
Incentives
This Month
$4,280
Total bonus payouts
Active Bonuses8 2 new
Volume Tiers4 Active
Cross-Sells23 +38%
Avg per Rep$535 +12%
Top Earners
1
MJ
Marcus Johnson
Gold Tier
$1,240
7 bonuses
2
SR
Sarah Rodriguez
Silver Tier
$980
5 bonuses
3
DW
David Williams
Bronze Tier
$720
4 bonuses
Active Cross-Sell Bonuses
Roof + Gutter Bundle
Roofing → Gutter Install
12 earnedMin $2,500
$150
HVAC + Duct Cleaning
HVAC Repair → Duct Service
8 earnedMin $1,000
$95
Paint + Drywall Repair
Interior Paint → Drywall
3 earnedMin $800
$75
Electrical + Panel Upgrade
Electrical → Panel
0 earnedMin $3,000
$200
Program Summary
$3,250
This Month
87%
Conversion
Volume Tiers + Leaderboard
9:41
Tiers & Leaderboard
Volume Tiers
Platinum
$50,001+ revenue
1.5x
1 rep qualifyingActive
Gold
$25,001 – $50,000
1.25x
2 reps qualifyingActive
Silver
$10,001 – $25,000
1.1x
4 reps qualifyingActive
Bronze
$0 – $10,000
1.0x
5 reps qualifyingActive
WeekMonthQuarterYear
SR
Sarah R.
$980
2
MJ
Marcus J.
$1,240
1
DW
David W.
$720
3
4
KC
Kevin Chen
Bronze +15%
$540
3 bonuses
5
AP
Angela Patterson
Silver -8%
$425
2 bonuses
6
TM
Tyler Martinez
Bronze +22%
$380
2 bonuses
Rep Detail + Analytics
9:41
Marcus Johnson
MJ
Marcus Johnson
Gold TierTop Performer
GoldPlatinum
$36,200 earned$50,001 needed
Bonuses Earned7
Total Bonus$1,240
Recent History
Roof + Gutter Bundle
Feb 22, 2026 · Job #4812
+$150
HVAC + Duct Cleaning
Feb 19, 2026 · Job #4798
+$95
Paint + Drywall Repair
Feb 15, 2026 · Job #4776
+$75
Bonus Effectiveness
Roof + Gutter
12
HVAC + Duct
8
Paint + Dry
3
Elec + Panel
0
AI Optimization Insights
Increase Electrical Bonus
No uptake on Electrical + Panel bundle. Consider raising the bonus to $300 or lowering the minimum job value.
Potential +$4,200/mo revenue
Silver-to-Gold Gap Widening
4 reps stuck at Silver for 2+ months. Consider adding a mid-tier incentive or reducing the Gold threshold.
4 reps at risk of stalling
Top Performer Breakaway
Marcus Johnson outpacing the field by 2.3x. Consider team-based bonuses to lift overall performance.
Team avg $535 vs top $1,240
1 Incentives Dashboard PLANNED
2 Configuration PLANNED
3 Rep Performance PLANNED
4 Leaderboard & Analytics PLANNED
Incentives — Dashboard
https://app.3bids.io/contractor/incentives
Dashboard
Cross-Sell
Volume Tiers
Leaderboard
Analytics
Mike Kowalski · Contractor
Dashboard

Incentives Dashboard

Cross-sell bonuses, volume tiers, team performance, and ROI analytics at a glance.

$4,280
Total Payouts
8
Active Bonuses
23
Cross-Sells
$535
Avg per Rep
Active Cross-Sell Bonuses
Roof + Gutter Bundle
12 earned · Min $2,500
$150
HVAC + Duct Cleaning
8 earned · Min $1,000
$95
Paint + Drywall Repair
3 earned · Min $800
$75
Electrical + Panel
0 earned · Min $3,000
$200
Team Leaderboard — This Month
1
MJ
Marcus Johnson
Gold
$1,240
2
SR
Sarah Rodriguez
Silver
$980
3
DW
David Williams
Bronze
$720
4
KC
Kevin Chen
Bronze
$540
Bonus Effectiveness
Roof+Gutter
12
HVAC+Duct
8
Paint+Dry
3
Elec+Panel
0
Tier Distribution
1
Platinum
2
Gold
4
Silver
5
Bronze
AI Insights
Increase Electrical Bonus
+$4,200/mo potential
Silver-to-Gold Gap
4 reps at risk
Top Performer Gap
$535 avg vs $1,240 top
Incentives — Configuration
https://app.3bids.io/contractor/incentives/config
Dashboard
Cross-Sell
Volume Tiers
Leaderboard
Analytics
Mike Kowalski · Contractor
Configuration

Cross-Sell Configuration

Create bonuses, manage volume tiers, and configure program settings.

Create Cross-Sell Bonus
Bonus Name
Roof + Gutter Bundle
Trigger Service
Roofing
Cross-Sell Service
Gutter Install
Bonus Amount
$150
Min Job Value
$2,500
Volume Tiers
Platinum
$50,001+ · 1.5x
Gold
$25,001–$50K · 1.25x
Silver
$10,001–$25K · 1.1x
Bronze
$0–$10K · 1.0x
Program Settings
Evaluation Period
Monthly
Payout Schedule
1st of Month
Auto-Qualify
Tier Change Alerts

Pro Tip Monthly evaluations with immediate payouts show 38% higher rep engagement than quarterly programs.

Incentives — Rep Performance
https://app.3bids.io/contractor/incentives/rep/marcus-johnson
Dashboard
Bonuses
Volume Tiers
Reps
Leaderboard
Analytics
Mike Kowalski · Contractor
Rep Performance

Marcus Johnson

Individual performance, earned incentives, active campaigns, and progress toward targets.

$1,240
Total Earned
7
Cross-Sells
Gold
Current Tier
$38,400
Revenue Generated
Earned Incentives
This Month
Date Incentive Type Job Value Earned Status
Mar 18 Roof + Gutter Bundle Cross-Sell $4,200 $150 Paid
Mar 15 HVAC + Duct Cleaning Cross-Sell $3,800 $95 Paid
Mar 12 Roof + Gutter Bundle Cross-Sell $5,600 $150 Pending
Mar 8 Gold Tier Multiplier Volume $12,400 $620 Paid
Mar 3 HVAC + Duct Cleaning Cross-Sell $2,100 $95 Paid
Active Campaigns
Roof + Gutter Bundle
$150 per cross-sell · Min $2,500
3 Earned
HVAC + Duct Cleaning
$95 per cross-sell · Min $1,000
2 Earned
Paint + Drywall Repair
$75 per cross-sell · Min $800
0 Earned
Electrical + Panel
$200 per cross-sell · Min $3,000
0 Earned
Progress Toward Targets
Platinum Tier
$38,400 / $50,001
$11,601 remaining · 77% complete
Monthly Cross-Sells
5 / 8
3 remaining · 63% complete
Revenue Target
$38,400 / $45,000
$6,600 remaining · 85% complete

On Track At current pace, Marcus will reach Platinum by end of month. 2 more cross-sells needed for monthly bonus.

Incentives — Leaderboard & Analytics
https://app.3bids.io/contractor/incentives/leaderboard
Dashboard
Bonuses
Volume Tiers
Reps
Leaderboard
Analytics
Mike Kowalski · Contractor
Leaderboard & Analytics

Leaderboard & Analytics

Team rankings, campaign performance, and incentive program ROI at a glance.

$4,280
Total Payouts
23
Cross-Sells
12
Active Reps
18.2x
Avg ROI
$357
Avg per Rep
Team Leaderboard — March 2026
This Month Quarter Year
Rank Rep Tier Campaigns Won Revenue Generated Rewards Earned
1
MJ
Marcus Johnson
 Gold 7 $38,400 $1,240
2
SR
Sarah Rodriguez
 Silver 5 $28,900 $980
3
DW
David Williams
 Bronze 4 $19,200 $720
4
KC
Kevin Chen
 Bronze 3 $14,600 $540
5
LP
Lisa Park
 Bronze 2 $11,300 $380
6
TN
Tyler Nguyen
 Bronze 2 $8,700 $220
Bonus Effectiveness
Roof+Gutter
12
HVAC+Duct
8
Paint+Dry
3
Elec+Panel
0
Tier Distribution
1
Platinum
2
Gold
4
Silver
5
Bronze
Program ROI
Total Revenue$121,100
Incentive Cost$4,280
Net ROI28.3x
Cost per Cross-Sell$186
Avg Revenue Lift+34%

Data Architecture

Schema tables, queries, mutations, and components that power the Cross-Sell system.

Source Files

IncentiveDashboard
Active campaigns, performance metrics, ROI tracking
component
CampaignBuilder
Create incentive with rules, rewards, targets
component
IncentiveDetail
Campaign performance with team breakdown
component
RewardHistory
Earned rewards timeline with payout status
component
CrossSellSettings
Global configuration and approval workflows
component

Convex Queries

listCampaigns
Active/archived campaigns with performance stats
query
getCampaign
Campaign detail with rules, rewards, team performance
query
getIncentiveMetrics
ROI, conversion rates, top performers
query
listRewards
Earned rewards by team member with status
query
getCrossSellSettings
Global config, approval rules, limits
query

Convex Mutations

createCampaign
New campaign with rules, rewards, duration, targets
mutation
updateCampaign
Edit campaign settings and reward structure
mutation
pauseCampaign
Temporarily suspend without deleting
mutation
claimReward
Team member claims earned incentive
mutation
approveReward
Manager approves pending reward claim
mutation

Key Design Decisions

Campaign Rules
Flexible trigger conditions based on service combinations
Reward Types
Cash bonus, commission boost, or points-based rewards
Team Targeting
Assign campaigns to specific roles or individuals
ROI Tracking
Revenue attribution per campaign with cost analysis