Skip to main content
Start here to understand how Core8 turns source data (CRM + billing) into commission-ready payouts — and where each workflow lives in the product.

​
What you’ll do

  • Connect source systems (CRM/billing) and validate imported data.
  • Review commissions at the deal level and understand how outcomes were calculated.
  • Manage commission plans, assignments, and monthly close workflows (managers).

​
What you can do in Core8

  • Sales reps can review their dashboard and drill into deal-level calculations.
  • Managers can manage plans, assign plans to team members, and review commissions across the org.

​
How the app is organized

Core8 is organized around a small set of core areas:
  • Home: Your organization landing page.
  • Commission: Dashboards, deal review, plans library, and reporting.
  • Data Hub: The underlying customer, deal, and team member records used for calculations.
  • Settings (managers): Users, integrations, API keys, and organization settings.
Some pages are restricted to managers. If you don’t have access, you may see items as locked.

​
Typical setup flow (managers)

  1. Connect your systems in Integrations.
  2. Upload and review plans in Plans Library.
  3. Assign plans in Plan Assignment.
  4. Review results in the Commission Dashboard and on deal details.
For the shortest end-to-end walkthrough, start with the Quick start guide. For a step-by-step close checklist, see the Month-End Close Runbook.

​
Feedback and support

  • In the app, use the Feedback button in the sidebar to report issues.
  • Email [email protected] for support questions or to share product feedback.

​
Common pitfalls

  • If data looks incomplete, start in Data Hub (Deals/Customers/Team Members) before debugging plans.
  • If a deal is Waiting, check Eligibility Gates to see which input is missing.
  • If you changed inputs and nothing moved, trigger a recalculation from Commission Status.