Deals and credits
How commission splits and participant credits work
A commission split divides primary credited revenue among owners and must balance to 100%. Additive participant credits—such as sourced, influence, customer-success, team, or overlay credit—are separate attribution records and do not consume the primary split.
- Product location:
- Dashboard → Deals → deal detail
- Reviewed:
- 2026-08-23
Primary revenue splits
Primary splits answer how much of the deal’s credited revenue belongs to each primary owner. Their percentages form a zero-sum allocation and should total 100%. This prevents the same primary revenue from being counted twice.
A 60/40 split allocates the same deal basis. It is different from paying a separate overlay or sourcing reward.
Additive participant credits
Additional participants can receive separately modeled credit for sourced, influence, customer-success, team, or overlay participation. These records describe why the participant is eligible and what basis or pool applies; they do not silently rewrite primary ownership.
What to reconcile
- CRM owner and synchronized split source
- Primary split percentages total 100%
- Participant identity and effective plan assignment
- Additive credit type and basis
- Applicable rule conditions
- Statement lines created for each credited participant
Correcting a split
Correct the source or deal credit record, then allow the open period to recalculate. Review every affected participant statement. If the period has crossed a review boundary, use the controlled reopen or adjustment workflow rather than silently replacing historical evidence.