The appointment was ninety minutes. You closed a 16-package deal with a medium freezer, HST-inclusive, credit card payment, delivery set for Thursday. You know your commission rate. What you don't know, driving to your next appointment, is whether this month is tracking to cover the car payment.
Direct sales commission tracking fails at the same point every time: the gap between knowing individual sale results and understanding cumulative earnings. The appointment database that doubles as a payroll tracker closes that gap.
The Appointment Record Is the Pipeline
Date, Time, and Address/City establish the geographic and temporal facts. Min In Home captures the actual time spent at the appointment — the metric that correlates most directly with close rate for in-home direct sales. A 45-minute appointment that closes and a 120-minute appointment that closes represent very different sales efficiency profiles. Tracking it consistently reveals whether your time-in-home is running high on non-closing calls or whether extended appointments actually convert better.
Eating For (household size) is the qualification field. The Nutrafarms package sizing depends on how many people the household feeds. A single-person household and a family of six have different package recommendations, and recording the eating count at appointment stage means the package recommendation in the close stage is already anchored to the right product tier.
Result is the outcome: closed, no purchase, follow-up needed. Status captures the post-appointment lifecycle: delivered, pending, cancelled. Reason for NP (no purchase) and Reason For DNS (did not start / did not complete) are the two fields most sales reps skip and most managers wish they had — they're the loss pattern data that improves pitching over time.
The Financial Architecture of a Single Sale
Package, Special, and Freezer Sizes together describe what was sold. Package Price is the sale value. Payment Type — cash, credit, financing — affects when the commission clears. Delivery Date and Payday track when the physical product arrives and when the rep gets paid.
Commission is the per-sale gross commission before deductions. HST+Tax Money captures the tax component on the commission calculation — in Canadian direct sales, HST on commissions is a real deduction that surprises reps who don't track it. Take Home Pay is the net: what actually clears.
With fifty appointments per month across multiple results, the database becomes a paycheck forecasting tool. Sort by Status = Closed, sum Take Home Pay, compare against month-to-date target. The number is in the database, not in your head.
Follow Up and When to follow up are the pipeline continuity fields. A prospect who said "maybe next month" on the 8th is a lead, not a closed file. With a follow-up date in the record, they surface again when the date arrives.