Add Commission

The Add Commission action is used to create a new commission within a deal. Depending on the commission configuration and access level, the created record may affect different financial indicators of the deal.

Process Overview

1. Click the

   Add Commission

   button in the Outcome section.

2. A separate Commission card opens for entering commission parameters.

3. After saving, the commission is added to the deal, and the deal’s financial calculations are updated automatically.

Financial Impact

The effect of the commission depends on its configuration.

• Expenses commissions affect the Expenses value of the deal.

• From Gross P&L commissions affect the Net P&L value.

• From Net P&L commissions affect the Deal Result value.

Percentage-based commissions are calculated automatically from the selected financial base.

Synchronization Between Tabs

Commissions created through the

Add Commission

action are synchronized between the:

• Income/Outcome tab;

• Commissions tab.

Both entries represent the same commission record.
Changes made in one tab are reflected automatically in the other.