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This page is your workbench for investigating individual deals: filter the list, open Deal Details, inspect the variables used in calculation, and start a Deal Discussion when you need a human follow-up.

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What you can do on this page

  • Search, sort, and filter the deals that drive your commissions.
  • Open a deal detail page to review deal context and key dates.
  • Open the variables sidebar to see inputs used in the calculation.
  • Use the Deal Discussion thread to ask questions or add context.
  • Share a deep link to a specific deal discussion.
Deal discussion panel Deal detail chat panel

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Discussion vs deal chat

  • Deal Discussion (dashboard): a human collaboration thread; shareable via a deep link.
  • Deal chat (deal page): the AI “Ask about this deal’s commission” panel on the deal detail page.
This is a view-only experience. If anything needs to be updated, use the deal Discussion to request changes.

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How to verify the deal tools are working

  • Open a deal discussion from the dashboard and confirm the Deal Discussion panel opens.
  • Copy/share the discussion deep link and confirm it opens directly to the same discussion thread.
  • Click a deal name and confirm it opens the deal detail page.
  • Deal discussion sidebar: /{orgId}/commission/{personnelId}?period=all&discussion={dealId}
  • Deal detail page (details tab): /{orgId}/commission/deal/{dealId}?tab=details

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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.