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Profit Share Tab: Distributing Revenue to Teachers

All four Profit Share sub-tabs — Dashboard, Configure Shares, and the previously undocumented Expenses and Withdrawals — plus the analytics charts and the teacher detail page.


4. Profit Share Tab: Distributing Revenue to Teachers

Owner only, like Analytics. Profit Share calculates and distributes revenue among teachers based on percentages you configure, and it's split into four sub-tabs: Dashboard, Configure Shares, Expenses, and Withdrawals.

The Profit Share Dashboard with summary cards and Teacher Balances


Dashboard

  • Summary cards: Total Income, Total Expenses, Distributable (the net amount available to share), and Total Withdrawn.
  • Filters above the cards: a date-range selector (including All Time), an All Tags dropdown (only shown if your organization has tags), and an All Courses multi-select headed "Courses with Share Config."
  • Show analytics expands two charts: a Revenue Flow waterfall (Income → Expenses → Teacher Shares → Org Retained → Withdrawn) and a Teacher Share Distribution pie chart with a legend showing each teacher's percentage of the total.
  • Teacher Balances lists every teacher with a configured share, each showing Gross / Expenses / Withdrawn / Balance. The header row has a Report button (a printable/PDF report), a copy-link icon ("Copy shareable link"), and an N teacher(s) badge — plus, once there's more than one teacher, a Search teacher… box and a Balance: high → low sort dropdown (also sortable by Name, Gross share, or Withdrawn).
  • Empty states differ by cause: no shares configured at all shows "No profit share data — configure teacher shares for courses to see balance calculations" with a Configure Shares button; a search that matches nobody shows a separate "no teachers match" message instead.

Configure Shares

The Add Teacher Share dialog over the Course Teacher Shares list

  1. Courses are listed as cards captioned "Price: {amount} • Individual" (or Package for a bundled product), each with its current allocation, e.g. "0% allocated" if nothing is set up yet.
  2. Click + Add on a course card (pre-fills that course), or + Add Share at the top right to start from scratch.
  3. The Add Teacher Share dialog — subtitled "Set the percentage share for a teacher in a course" — has: an optional Filter by Tag, Course, Teacher (grouped into "Teaches this course" and "Other teachers"), and Share Percentage (a numeric field with a % icon). Click Save Share.
  4. Each teacher already added to a course shows as a row with a percentage bar and a trash icon — click it to remove that teacher's share from the course.

From then on, that teacher's balance is calculated automatically from every future sale of that course.


Expenses

The Add Expense dialog

Add Expense opens a dialog subtitled "Shared expenses are distributed among all teachers. Individual expenses are deducted from a specific teacher." Fields: Title (e.g. "Platform charge, Operating cost"), Amount, Date, and a Type choice — Shared (all teachers) or Individual (charged to one teacher, which reveals a Teacher dropdown). An optional tag filter, an optional Course (defaults to "All courses"), and an optional Note round it out.

Logged expenses appear in a table below — Title, Type badge, Teacher, Course, Amount, Date — each editable (pencil, which requires you to enter a reason for the edit) or deletable (trash). An empty list shows "No expenses recorded."

This whole tab, including Configure Shares and Expenses, is restricted to the organization owner — even a teacher who can otherwise access Payments won't be able to add, edit, or delete an expense.


Withdrawals

The Record Withdrawal dialog over the Teacher Withdrawals list

Record Withdrawal opens a bulk dialog subtitled "Record payments to a teacher across multiple courses at once. Remaining shows each course's unpaid gross share." Pick a Teacher and a Date — the Withdraw per course table only appears once a teacher is selected, showing their Gross / Withdrawn / Remaining balance for each course with a numeric Withdraw input per row plus Max and Fill all remaining shortcuts. A General (no course) row and a running Total footer are included, plus an optional Note applied to all withdrawals in the batch. Print on this dialog produces a printable payout report.

Below, the tab shows stat cards (Total Withdrawn, Entries, Teachers, Largest/average), a search box with an All teachers filter, and a withdrawals table (Teacher, Course, Amount, Date, Note) — each row has a print-receipt (voucher), an edit (also requiring a reason), and a delete action.


The Teacher Detail Page

A teacher's detail page: stat cards and the Your Share Over Time chart

Clicking into an individual teacher (from Teacher Balances, or their own copyable link) opens a dedicated page: a header with their avatar, email, and phone plus Generate Report (PDF) and Copy Link buttons; its own date-range filter (defaulting to All Time); four stat cards — Gross Share (captioned "of {total revenue}"), Deductions (captioned "Shared + individual expenses"), Withdrawn, and Balance; a stacked "Your Share Over Time" bar chart, subtitled "Daily share, broken down per course"; a detailed Course Breakdown table (Expected / Discount / Sales / Collected / Due / Gross Share / Withdrawn / Remaining, with hide-zero toggles); and side-by-side, read-only Individual Expenses and Withdrawals tables — this page only shows the teacher their own numbers, it doesn't let them add or edit anything.


Troubleshooting

What you see What it means
Profit Share isn't in your sidebar at all It's owner-only, same as Analytics
A teacher says they can't log their own expense or withdrawal Correct — only the organization owner can add, edit, or delete on the Expenses and Withdrawals tabs
"Show analytics" doesn't seem to do anything It's a toggle — click it again if the charts are already open and collapsed; it hides automatically while a single teacher's row is expanded
Editing an expense or withdrawal is blocked without an explanation Both require you to type a reason for the edit first — that's mandatory, not optional
A course shows "0% allocated" and no one is getting paid from its sales Go to Configure Shares and add at least one teacher share for that course

Related: Payments Module Overview · Analytics Tab · Manage the Teacher Directory

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