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Understand your commissions, fast

Sales Rep documentation for reviewing totals, drilling into deals, and following up when something looks off.

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These are the core Sales Rep workflows.

If a number changed

Start with the deal, then work outward. Keep your period and filters consistent.

  1. Verify the period and status bucket.
  2. Open the deal and review details in Reviewing Deals.
  3. If you need a change, use Deal Discussion to request an update with context.