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Deal Details

When you need to understand a single deal’s commission context, Deal Details is where you review key dates/variables and ask the AI deal chat questions — even in read-only mode.

What you can do on this page

  • Review a deal’s key dates, hierarchy, and variables summary.
  • See whether the deal has split parents/children and navigate accordingly.
  • Open attached documents (when available) to cross-check inputs.
  • Ask the AI deal chat questions about status, plan selection, and gating.
  • Understand what is restricted in read-only mode (tabs and actions).
Deal detail chat panel
Deal detail chat panel

How to open a deal

  1. Open Commission → Dashboard.
  2. In the Deals tab, click the deal name.

What you can review

  • Deal overview fields like anchor date, invoice date, close date, and contract dates.
  • Hierarchy links if the deal has split children or a parent deal.
  • The attached plan/deal PDF (when available).
  • Variables used by the commission system (shown in the deal’s variable card).

Use the chat panel to ask questions like:

  • “Why is this deal waiting?”
  • “Which date is being used as the anchor date?”
  • “Which plan was selected for this deal?”

This AI chat panel is available even in read-only mode. If you need a human follow-up, use the dashboard Deal Discussion thread.

Limits of read-only access

Read-only users stay on the Deal Details tab. If a shared link includes other tabs (Calculation, Parse Review, etc.), the page automatically switches back to Deal Details.

Read-only users can’t run manager actions like Recalculate or Reparse.

How to verify read-only behavior

  • Open a shared link to a deal and confirm the page opens to Deal Details (read-only users stay on this tab).
  • Confirm the AI deal chat panel is available on the deal page, and use Deal Discussion on the dashboard when you need a human follow-up.

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.