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These tools help you narrow a messy deal list (filters + period), export what you’re seeing, and use Deal Discussions to request corrections with context.

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What you can do on this page

  • Search and filter deals by customer, stage, and commission status.
  • Change the period to focus your review on a month or quarter.
  • Reset filters back to defaults when a view gets confusing.
  • Collaborate via deal discussions to request updates or corrections.
  • Troubleshoot missing/empty dashboards when your personnel link is missing.
  • Search by deal name or customer.
  • Filter by commission status and deal stage.
  • Adjust the period to focus on a specific month or quarter.
Some filters may be disabled depending on your access level (for example, “Owner” is typically available only to managers).

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Collaboration

  • Use deal discussions to ask questions or provide context.
  • Use Discussions to request updates or corrections.
This is a view-only experience. If anything needs to be updated, use the deal Discussion to request changes.

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Reset filters

Use the Properties menu (sliders icon) to reset filters back to defaults.

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Troubleshooting access

If your dashboard is empty or blocked, your personnel record may not be linked. Ask an admin to link your account to a personnel record.

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How to verify your tools and filters are behaving

  • Change the period and confirm totals and the Deals list update for the selected period.
  • Apply a filter (for example deal stage or commission status) and confirm the Deals list narrows accordingly.
  • Use Properties to reset back to defaults and confirm your view returns to an unfiltered state.
  • Open a deal discussion and confirm you can add context or ask for a correction when something looks wrong.

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Common issues

  • My totals do not match what I expected: confirm you are looking at the right period, then open a deal and use the Calculation view to see plan selection, gates, and effective values.
  • A deal is not showing up: clear search/filters and confirm the deal is assigned to you (and in the selected period). Split/child deals may appear under a parent.
  • Numbers changed since yesterday: overrides, plan changes, or a recalculation can move amounts; check the deal’s audit/history and the calculation snapshot.