Glossary

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Core8 objects

• Team member (personnel): A person in your org (often a rep) who can participate in deals and have plans assigned over time.
• Commission deal: The deal record Core8 uses for commission logic and calculations (separate from your CRM’s native deal object).
• Deal participant: A person credited on a commission deal (for example: an AE and an SDR on the same deal).

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Commission timing

• Accrual Period: How Core8 groups commission activity into periods (commonly monthly or quarterly).
• Payout Period: How often commissions are paid out. This can be the same as (or different from) the accrual period.
• Anchor Mode: Which event/date determines when a deal is considered in-scope (for example: closed-won date, contract signature date, invoice date, or payment received date).
• Anchor Date: The specific derived date used for a deal (based on the anchor mode). It drives ordering and “which period” a deal lands in.
• Deal Relevance Mode: Another name for Anchor Mode (the timing anchor that drives period grouping).
• Selection Date: The date Core8 uses to decide which plan is eligible for a deal/participant. It must fall within the plan’s effective window.
• Effective Date: The earliest selection date that makes a plan eligible (paired with an optional end date).
• True-Up Period: An optional cadence used to reconcile prior periods (for example, quarterly true-ups).

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Calculations and status

• Calculation: The process that turns a deal + plan + variables into commission amounts and statuses.
• Eligibility Gate: A rule that blocks payout until a condition is met (commonly invoice or payment). These often appear as “Waiting” statuses.
• Attainment: Progress toward a quota/target, often used to determine when accelerators apply.
• Split: A deal shared by multiple participants (for example, two reps sharing a percentage of credit).

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Data and edits

• Variables: Named inputs used by commission plans (deal fields, customer fields, personnel fields, dates, flags, etc.).
• Source Values: The raw values Core8 pulled from connected systems or uploaded documents.
• Effective Values: The values used for calculation after applying any approved edits or overrides.
• User Edits: Manual updates made in Core8 that change the effective values used for calculations.

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Plans

• Plan Selection: The logic that decides which commission plan applies to a participant for a given deal and time period.
• Plan Assignment: A mapping that applies a plan to a team member for a specific effective window.

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Common acronyms

• ACV: Annual Contract Value.
• TCV: Total Contract Value.
• MRR: Monthly Recurring Revenue.
• SDR: Sales Development Representative.
• AE: Account Executive.

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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.