Reviewing Deals

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.

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 link to a specific deal discussion with a teammate when you need a human follow-up.

Discussion vs deal chat

Deal Discussion (dashboard): a human collaboration thread; shareable by 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.

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 link to the page and confirm it opens directly to the same discussion thread.
Click a deal name and confirm it opens the deal detail page.

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.