> ## Documentation Index
> Fetch the complete documentation index at: https://docs.commissionkit.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals

> Manage revenue events for commission calculation

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

## Deal fields

| Field      | Description                                     |
| ---------- | ----------------------------------------------- |
| Deal Name  | The name of the opportunity or revenue event    |
| Sales Rep  | The rep credited for the deal                   |
| Amount     | The deal value                                  |
| Currency   | The deal currency (multi-currency supported)    |
| Close Date | When the deal closed                            |
| Period     | The YYYY-MM period this deal belongs to         |
| Stage      | `pending`, `closed_won`, or `closed_lost`       |
| Notes      | Optional markdown notes visible in the deal row |

## Creating deals

### 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.

### 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.

## 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.

## 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.

## Stage and calculations

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