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This is where you deep-dive a single deal: review inputs and documents, run operational actions (recalculate/reparse), and use Calculation + Parse Review to explain or debug the result.

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What you can do on this page

  • Review deal overview fields, hierarchy, documents, and variables summary.
  • Explain outcomes step-by-step in the Calculation tab.
  • Audit parsing evidence and artifacts in Parse Review / Parse Data.
  • Run operational actions like recalculation and reparse when needed.
  • Unfreeze or restore/delete deals when your workflow requires it.
  • Recalculate: re-runs commission calculation using the current effective inputs and last approved plan version.
  • Reparse: refreshes extracted/structured data, then impacts what inputs are available to calculation.
  • Audit: parsing and calculation views provide an evidence trail for what was used and what changed.
  • Common failure modes: missing inputs, eligibility gate evidence, frozen deals, and permission gating.
  • How to verify: see How to verify an action took effect below.
  • If it fails: review the error message; confirm the deal is not frozen and required gate data exists (see Calculation → Gates) before retrying.
Deal details (manager view)

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How to open a deal

  1. Open Commission → Dashboard (personal view or See All).
  2. Click the deal name in the table.
This opens /{orgId}/commission/deal/{cmsnDealId}.

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Tabs you may see

Managers typically have access to additional tabs beyond “Deal Details”:
  • Deal Details: overview fields, hierarchy links (parent/children), variables summary, and document access (when available).
  • Calculation: step-by-step explanation of plan selection, dates/windows, inputs, and execution.
  • Parse Review: audit-friendly review of parsing outputs and evidence.
  • Commission Deal: raw commission deal JSON view for deep debugging.
  • Billing (org-dependent): invoice detail and approval flows when billing parsing is enabled.
  • Parse Data: structured parse artifacts used by the pipeline.

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Manager actions

Depending on the deal and your permissions, you can:
  • Recalculate commissions for the deal.
  • Reparse the deal (refresh extracted data).
  • Restore / delete deals (for operational corrections).
  • Unfreeze a deal to allow edits and recalculation.

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How to verify an action took effect

  • After you Recalculate or Reparse, refresh the deal page and confirm the status/totals reflect the updated inputs.
  • Open Calculation and spot-check Plan Selection and Gates (these explain the most common “why didn’t it move?” cases).
  • If you ran Reparse, confirm the structured fields you expect exist in Deal Details / Variables (or Parse Review, if you use it for evidence).
  • If nothing changes, check Notifications (and Settings → Integrations → Logs if the action depends on upstream data) for errors, then retry once the blocker is resolved.

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Notes on split deals

Some deals are part of a split “family”. The dashboard may show a parent deal row for grouping, but it hides “View deal details” for parent rows. Open one of the child split deals for detailed review and calculations.

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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.