Skip to main content
Choose participants when more than one person should be paid on the same deal (AE/SDR/SE/etc.) and you need participant-level transparency on the deal. Before enabling splits, decide which participant roles exist and whether you need multiple people in the same role with percentages. Verify by opening a known deal, checking the participants list/splits, and confirming the Calculation output matches the expected payout by role/person.

​
When to use this

  • Multiple people (AE/SDR/SE/etc.) participate in the same deal’s payout.
  • Different participants need different plans or payout shares.
  • You need participant-level transparency in the deal detail page.
This is different from deal splitting:
  • Deal splitting is for what is commissionable (different deal portions / treatments).
  • Participants are for who is paid (multiple people on one deal).
Deal details (manager)

​
Where participants appear

Participants can be edited from the deal variables sidebar (and appear as a participant badge on deal rows).

​
Same-role splits (optional)

Core8 supports two modes:
  • Single participant per role (default): each participant role can only have one person assigned.
  • Same-role participant splits (optional): allow multiple people in the same role with a split percentage (totals normalize to 100%).

​
Prerequisites

  • Multi-owner commissions must be enabled (this turns on the participant editor).
  • Same-role participant splits must be enabled if you want multiple people in the same role with split percentages.
These are controlled under Settings (Organization) → Commission → Features.
  • Use clear roles (Owner, SDR, Manager) so plan logic can target the right person.
  • If using split percentages, Core8 normalizes splits to 100% on save (use it intentionally and double-check the result).
  • Decide whether participants affect commission rate, base amount, or both (plan-dependent).

​
How to verify

  1. Open a known deal and confirm the participants (roles + people) look correct.
  2. If you use split percentages, confirm splits normalize to 100% and match your intent.
  3. Open the deal’s Calculation view and confirm the payout reflects participants/splits as expected.

​
Common gotchas

  • Decide (and document) which date anchors the behavior: booking date vs invoice date vs payment date.
  • If the pattern depends on fields from an integration, confirm those fields actually exist in Data Hub and aren’t overridden.
  • Test with a tiny set of deals first, then expand—patterns often “work” but break on edge cases like refunds, partial payments, or split deals.