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Deals are the foundation of commission calculation. Each deal represents a revenue event attributed to a sales rep.

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Deal fields

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Creating deals

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Manual creation

Click Add Deal and fill in the details. The deal is immediately visible in the deals table and eligible for the next calculation run.

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Bulk import

Click Bulk Import to upload a CSV or XLSX file. CommissionKit parses the file and displays an editable preview:
  • Map columns to deal fields (rep email/name, deal name, amount, close date, stage, currency)
  • Edit any row before importing
  • Rows with unknown reps are highlighted for attention
Download a template from the import dialog to match the expected format.

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Editing deals

Only deals with a pending stage can be edited. Click the pencil icon on any pending deal to update its fields — including adding markdown-formatted notes.

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Viewing notes

If a deal has notes, a chevron icon appears next to the deal name. Click it to expand an inline view of the rendered notes.

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Stage and calculations

Only closed_won deals are included in commission calculations. Deals in pending or closed_lost stages are excluded from calculation runs.