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When a deal looks wrong because an input is wrong, inline editing lets you correct fields directly in the dashboard and creates audited overrides that feed into calculation.

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What you can do on this page

  • Correct editable deal inputs directly in the dashboard table.
  • Create audit-friendly overrides that change effective calculation inputs.
  • Use autosave + undo/redo to recover from mistakes quickly.
  • Handle common blockers like frozen deals and split parent rows.
  • Open the variables sidebar for deeper edits beyond a single cell.
  • Writes: inline edits create an override record for the edited field and update the effective value used by calculations.
  • Recalculation: changes may require a recalculation to update derived totals/statuses (depending on your org’s behavior and deal state).
  • Auditability: overrides remain traceable (who changed what/when) to support investigations and close workflows.
  • Common failure modes: frozen deals, split parent rows (non-editable), and autosave failures that go to quarantine.
  • How to verify: see How to verify an override took effect below.
  • If it fails: use the quarantine banner to retry failed saves; unfreeze the deal or open a child deal if you’re on a non-editable split parent row.
Manager dashboard (editable table)

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Access

  • Open Commission → Dashboard.
  • Switch to See All at /{orgId}/commission?view=all.
  • If you have view-only access, cells will be read-only.

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What “override” means

  • Source values come from connected systems (CRM/billing) or uploaded documents.
  • User edits are manual changes made in Core8.
  • Effective values are what Core8 actually uses for calculation after applying user edits.
In the table, editing a cell changes the effective value for that field/variable.

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How inline editing works

  1. Find the deal in the Deals table.
  2. Click into an editable cell (commonly variable columns; other editable columns depend on configuration).
  3. Enter the new value and blur/confirm the input.
Edits are auto-saved. You do not need a separate “Save” button. Tip: for deeper edits (multiple variables, participants, and derived totals), open the deal’s variables sidebar from the table.

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How to verify an override took effect

  • Edit a field and confirm the cell shows the saved value (if you see a save error/quarantine banner, resolve that first).
  • Refresh the page and confirm the edited value persists.
  • Open the deal’s variables sidebar (or the deal detail page) and confirm the field shows as the effective value used for calculation.
  • If totals/status don’t update immediately, run (or wait for) recalculation and then refresh; spot-check the deal’s Calculation view to confirm the new input is being used.

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Undo/redo and recovery

  • Use Undo/Redo controls (and standard keyboard shortcuts like Cmd/Ctrl+Z) to revert recent changes.
  • If an autosave fails, changes may be placed into a quarantine state. Use the quarantine banner to retry or dismiss failed saves.

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Limits and edge cases

  • Frozen deals can’t be edited until unfrozen.
  • Parent deals (rows with split children) are shown for grouping, but they are not editable and the dashboard hides “View deal details” for them. Open a child deal for deal details 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.