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Before you troubleshoot plan logic, validate the deals Core8 will calculate on here (labeled Commission Deals in the app), confirm imports completed, and investigate ingestion/mapping errors.

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What you can do on this page

  • Browse imported deals and validate data coverage.
  • Use the Imports tab to review structured import activity (where enabled).
  • Investigate errors and mapping issues that affect deals.
  • Identify duplicates and missing required fields.
  • Export/import deals for reconciliation workflows (where enabled).
  • Uploads: uploaded documents (and pasted CRM data, when enabled) are processed asynchronously; ingestion continues even if you navigate away.
  • Imports: the Imports tab shows the processing queue and status for recent uploads (use it to confirm completion later).
  • Errors: the Errors tab shows issues that block or degrade deal ingestion (missing fields, parsing failures, sync failures).
  • How to verify: see How to verify an upload/import worked below.
  • If it fails: check the Errors and Imports tabs; for integration sync failures, check Settings → Integrations → Logs.
Deals overview
The page uses the tab query parameter:
  • overview: the commission deals table
  • errors: integration issues affecting commission deals
  • imports: upload/import history and status

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Uploading deals

You can upload deal documents via drag-and-drop or Upload. Core8 supports:
  • file-based imports (documents)
  • CRM clipboard paste (when enabled for your org/workflow)
Some uploads may trigger a structured import preview step before being finalized.

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How to verify an upload/import worked

  • After you upload or paste, check that the deal appears in the Overview table (or that the table counts change as expected).
  • If you’re watching processing (or you left the page), open Imports and confirm the run completes successfully.
  • If expected deals are missing or look wrong, open Errors to find the blocker and investigate the linked objects.

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Errors

The Errors tab shows issues affecting commission deals (for example missing fields or parsing/sync failures). Use filters and linked objects to investigate root causes.

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Imports

The Imports tab shows the deal import queue and processing status. Deals imports

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Common issues

  • A deal is missing: confirm the period/filter view, then verify the deal exists in the source system and run sync/import.
  • A deal is Waiting/Failed in Core8: open the deal’s status/eligibility details (or Commission Status) to see which required field or gate is blocking it.
  • Numbers changed after edits/imports: a recalculation may have run; check the deal’s Calculation view/history and confirm the effective values being used.