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Before payroll close, clear exceptions in this order: start with Waiting (missing gates), then Failed (data/logic issues), then Frozen (permission/state issues), and finish by spot-checking outliers.

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What you can do on this page

  • Start in See All to spot waiting, failed, or frozen deals quickly.
  • Filter down to the exceptions you need to resolve.
  • Switch to a specific rep to explain results and context.
  • Open a deal detail page for deeper investigation.
  • See All: /{orgId}/commission?view=all aggregates across team members and keeps the same dashboard tabs and filters.
  • Calc Status: use it to separate deals that are waiting, failed, calculated, or skipped.
  • Frozen: frozen deals can’t be edited until unfrozen, so resolve “frozen” first if you need to apply corrections.
  • How to verify: see How to verify you resolved an exception below.
  • If it doesn’t clear: refresh and re-check the deal; open the deal detail page and confirm what’s blocking it (status badge and Calculation → Gates) before retrying.

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1) Start in See All

Open the team-wide dashboard at /{orgId}/commission?view=all to spot issues quickly:
  • deals that are Waiting on an eligibility gate
  • deals with Failed calculations
  • deals that look out of place for the current period

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2) Filter down to what you need

Use search and filters to narrow the Deals table (for example, by owner, region, or calculation status). Good starting points:
  • Calc Status = Waiting to find deals waiting on invoice/payment evidence or missing data.
  • Calc Status = Failed to find deals that need investigation.
  • Frozen to find deals that can’t be edited until unfrozen.

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3) Switch to a specific rep

When you need to explain a result to a rep, switch from See All to a single person’s view using the personnel picker.

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4) Deep dive a deal

Click a deal name to open the deal detail page at /{orgId}/commission/deal/{cmsnDealId}.

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How to verify you resolved an exception

  • Re-run the same filter you used to find the issue (for example Calc Status = Waiting or Calc Status = Failed) and confirm the deal no longer matches.
  • Open the deal detail page and confirm the status, inputs, and period context look correct.
  • If you expect a change to appear immediately but don’t see it, refresh the page and re-check the deal.

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Close checklist (manager)

  • Clear Waiting first (missing gates/inputs), then Failed (data/logic issues), then Frozen (permission/state).
  • Spot-check outliers using the Calculation tab on a few representative deals.
  • Export a manager report for the period and reconcile totals before payroll close.

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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.