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
Before you begin
- A source deal
- Primary owners
- Any separately compensated participants
Worked example
Split one $50,000 deal without inflating bookings
Illustrative Northstar Software workspace. The people and transactions are fictional; the workflow and product UI are real.
| Participant | Credit type | Share | Credited basis |
|---|---|---|---|
| Ava Chen | Primary split | 60% | $30,000 |
| Marcus Reed | Primary split | 40% | $20,000 |
| Priya Shah | Additive sourced credit | 10% | $5,000 |
Result: Ava and Marcus divide the primary $50,000 exactly once. Priya's separately modeled sourced credit does not alter company bookings or their 60/40 ownership.
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.
Product walkthrough
See the workflow in Quota Queue
These captures show the real product interface with demonstration data. Product UI shown as of August 2026.
Expected result
Primary revenue splits total 100%, additive credits remain distinct, and every participant calculation retains the deal-level attribution record.
Open this workflow in Quota QueueTroubleshooting
Why is a split rejected?
Primary split percentages must form a complete zero-sum allocation. Additive sourced, influence, team, or overlay participation belongs in separate credit records.
Why did company bookings increase?
Bookings should use the canonical deal value once. Verify that additive participant credit is not being treated as another primary deal amount.