Commission splits on deals

Commissions live in the Commission section of the deal rail, and only mean anything once the deal has at least one linked client — a client is the thing a commission rate is set on, not the deal itself. See the client management guide for what a client is.

Gross and net

Wherever a deal’s value is shown — the rail, the pipeline card, reports — it can carry a second, green figure in parentheses: the net. Gross is the deal value; net is what your own team actually keeps, the sum of every commission line paid to a workspace user. Net is only shown when at least one such line exists — a deal with no team payout shows gross alone, never a net of $0.

The commission pool

A client record can carry a default commission rate (0–100%, to two decimal places). Linking a client to a deal copies that rate onto the link as a snapshot — it does not stay live, so changing the client’s default later does not change what an already-linked deal shows. The commission pool is the deal value times that rate; a deal with more than one rated client link sums a pool per link.

External claims and the net pool

Before the pool is split among your team, it can carry external claims: a percentage-of-deal-value or fixed-amount line paid to a contact or a free-text external name — a referral partner, a broker, an outside rep. Add these from the Commission section; only finance.edit holders can. What is left after claims is the net pool, and that is what your team’s agent splits divide.

Agent splits: auto-managed, percent of the net pool

The lines paid to your own team — the deal’s Primary Owner and any Co-Owners — are managed for you, not added by hand. NeoKivo gives each of them an equal percent-of-pool share and keeps that set of lines in sync whenever the team changes: adding, removing, or reassigning an owner or co-owner rewrites the whole set, as does a client link gaining or losing a rate. A rate merely changing between two non-zero values does not rewrite anything, since the split is a percentage of the pool, not a snapshot amount.

You can hand-tune an individual agent’s share (their percent of the net pool) without breaking the sync — the next resync only replaces the set again on a team or rated-link change, not on every read. You cannot remove one agent’s line on its own; remove them from the deal team instead.

Who can be a payee

Who can see and edit commissions

Client link rows (name, role, note) show to anyone who can see the deal. Every dollar figure — a client’s rate, the pool, claims, and agent splits — additionally needs both finance.view and client.commission_view; without either, the money side of the section is hidden, not just blanked to an em dash. Editing a client link’s rate needs client.commission_edit; adding, editing, or removing a claim, or hand-tuning an agent’s share, needs finance.edit. See roles and permissions for what governs each.