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Deal Discussion Sidebar

If you’re investigating a deal and need a shared, auditable thread, this sidebar is where you capture context, share evidence, and hand off the “why” without leaving the dashboard.

Discussion messages document decisions; they don’t change calculations by themselves (overrides and upstream data updates do).

What you can do on this page

  • Open a deal’s discussion thread from the dashboard table.
  • Collaborate on fixes and explanations directly alongside the deal list.
  • Post new messages and track unread/unresolved items (role-dependent).
  • Share a link to a specific deal discussion.
  • Document why an override or operational action happened without changing calculations.
Deal chat sidebar (dashboard)
Deal chat sidebar (dashboard)

How to open the sidebar

  1. Open the Commission dashboard (personal view or See All).
  2. On a deal row, open Discussion (or the chat icon/badge).

Discussion vs AI chat

  • Deal discussion (dashboard): a human collaboration thread, tied to the deal and shareable by link.
  • Deal AI chat (deal page): the “Ask about this deal’s commission” panel on the deal detail page.

When to use it

  • Request clarification from Ops/RevOps on a deal.
  • Document why an override was applied.
  • Share links to supporting evidence (contract, invoice, CRM notes).

Common issues

  • I cannot find a rep or deal: check filters (team/member/status/period) and confirm the person has an active plan assignment for the time range.
  • Overrides are disabled: the period or plan may be locked/frozen, or you may lack permission; confirm your role and period state.
  • Totals do not reconcile: spot-check a single deal's Calculation view, then confirm which plan version is approved and which effective values are used.