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Follow this quick-start to go from “first login” to your first validated commission view: connect data, create a plan, assign it, and review results.

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What you’ll do

  • Connect your CRM/billing integrations.
  • Validate Customers, Deals, and Team Members in the Data Hub.
  • Review a commission dashboard and drill into a deal calculation.
  • Fix common “waiting” issues before close (managers).

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Prerequisites

  • You have manager access in your org.
  • You have access to your CRM/billing systems (or someone on your team does).
  • You have at least one commission plan document (PDF) ready to upload.

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1) Connect your systems

  1. Open the Settings menu (top-right) → Integrations in the app.
  2. In the Connect tab, connect the systems your org uses (CRM, invoicing/billing, file sources).
  3. If multiple systems can provide the same object type, review:
    • Configuration (data flow rules)
    • Integration Priority (which source “wins”)
    • Logs (sync issues and retries)

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2) Upload commission plans

  1. Open Commission → Plans Library.
  2. Upload plan files using Upload Plans (drag-and-drop) or Paste from clipboard.
    • Supported formats include PDF, DOCX, and MD.
    • Leave Review enabled if you want Core8 to run an AI review pass on the extracted data.
  3. Use the Imports tab to monitor processing and handle any failures.

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3) Assign plans to your team

  1. Open Commission → Plan Assignment.
  2. Find a team member and assign their active plan(s).
  3. Use bulk selection when you need to assign the same plan(s) across multiple users.

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4) Review commissions (rep view vs manager view)

  • Sales reps land on their personal dashboard at /{orgId}/commission/{personnelId}.
  • Managers review across the team at /{orgId}/commission?view=all (and are redirected there by default when they open /{orgId}/commission).
From the dashboard, click a deal name to open the deal details page at /{orgId}/commission/deal/{cmsnDealId}.

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Common pitfalls

  • If data looks incomplete, start in Data Hub (Deals/Customers/Team Members) before debugging plans.
  • If a deal is Waiting, check Eligibility Gates to see which input is missing.
  • If you changed inputs and nothing moved, trigger a recalculation from Commission Status.