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If you’re investigating a deal and need a shared, auditable thread, this sidebar is where you capture context, share evidence, and hand off the “why” without leaving the dashboard. Discussion messages document decisions; they don’t change calculations by themselves (overrides and upstream data updates do).

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What you can do on this page

  • Open a deal’s discussion thread from the dashboard table.
  • Collaborate on fixes and explanations directly alongside the deal list.
  • Post new messages and track unread/unresolved items (role-dependent).
  • Share a deep link to a specific deal discussion.
  • Document why an override or operational action happened without changing calculations.
Deal chat sidebar (dashboard)

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How to open the sidebar

  1. Open the Commission dashboard (personal view or See All).
  2. On a deal row, open Discussion (or the chat icon/badge).

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Discussion vs AI chat

  • Deal discussion (dashboard): a human collaboration thread, tied to the deal and shareable via a deep link.
  • Deal AI chat (deal page): the “Ask about this deal’s commission” panel on the deal detail page.

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When to use it

  • Request clarification from Ops/RevOps on a deal.
  • Document why an override was applied.
  • Share links to supporting evidence (contract, invoice, CRM notes).

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Common issues

  • I cannot find a rep or deal: check filters (team/member/status/period) and confirm the person has an active plan assignment for the time range.
  • Overrides are disabled: the period or plan may be locked/frozen, or you may lack permission; confirm your role and period state.
  • Totals do not reconcile: spot-check a single deal’s Calculation view, then confirm which plan version is approved and which effective values are used.
The dashboard uses the discussion query parameter to open a specific discussion thread:
  • /{orgId}/commission?view=all&discussion={cmsnDealId}