Revenue share#

Revenue share tracks commission entries against an enquiry. When a contact person or intermediary is entitled to a percentage or fixed amount on a deal, you record it here.

Before you start#

• You need the View Commission List or Edit Commission List permission. If the menu entry is missing, ask your administrator.

Open revenue share#

1. Open the enquiry from the Enquiry Bank.
2. From the actions menu, choose Revenue Share (Manage commission entries).
3. The Revenue Share modal opens showing any existing entries.

Add a commission entry#

1. In the modal, click Add Entry.
2. Fill in:
   • Person — the contact person or name this commission applies to.
   • Type — percentage of deal value or a fixed amount.
   • Value — the percentage figure or the fixed rupee amount.
   • Note — optional context for why this commission exists.
3. Save the entry. It appears in the list immediately.

Edit or remove entries#

• Click the edit icon on an existing entry to change its type, value, or note.
• Click the delete icon to remove an entry entirely. Confirm in the prompt.

Where revenue share data appears#

• On the enquiry detail screen, the Revenue Share action shows the entry count.
• In the Advanced Search modal, you can filter by Commission Person to find all enquiries where a specific person has a share. See Advanced search.
• Dashboard analytics may factor commission data into sales reporting when configured.

Common questions#

Can I add multiple commission entries to one enquiry?#

Yes. Add as many entries as needed — for example one for the agent and another for an internal referrer.

Does revenue share affect the quotation amount?#

No. Commission entries are internal records only. They do not change the price the customer sees on the quotation.

Who can see revenue share entries?#

Users with the View Commission List permission can see entries. Only users with Edit Commission List can add, change, or remove them.