Financial Copilot

You

First name

The structure of how you get paid. No dollar amounts from your employer needed — just the mechanics.

OTE (total target comp)

Base / Commission Split

Annual Quota

Commission Rate (if you know it)

Accelerator (multiplier above 100%)

Fiscal Year Start

How often are you paid commission?

Days in arrears (delay after close)

What actually hits your bank and what goes out. Rough numbers are fine.

Monthly take-home base (net, after tax/401k)

Monthly burn (rent + essentials)

Cash sitting idle (checking, not invested)

Where do you park surplus?

How much you closed each month. This is what powers the whole thing — the more months, the better the forecast. Start with your fiscal year.

Month 1

Month 2

Month 3

Month 4

Your data is only used to build your personal dashboard.
It is not shared, sold, or visible to anyone else.

✓

Your data has been captured. Your personal Financial Copilot dashboard will be built and a link sent to you within 24 hours.