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Deal splits divide credit for one deal between the people who worked on it, by percentage — for example 60% to the account executive and 40% to a solutions engineer. In Treepie Flow the deal still counts once in the pipeline and forecast; only per-person credit is divided, and every split is visible to reporting and to the people it names.
Because the deal has one owner field and reality often has three contributors. The usual answer is a spreadsheet maintained by one person, which is authoritative until they are on leave at quarter end.
A split divides credit for one deal between named people by percentage, on the deal record, with each share visible to reporting and to the people it names.
Shares are set on the deal, must total 100%, and are versioned like any other field. Reports credit each person their share rather than counting the deal once per contributor.
A £62,000 expansion at Cavendish Group involved the account owner, a specialist and the partner who introduced it. Recorded as 50/30/20, each of the three sees their own number and the totals still add to one deal.
It divides credit, not commission. What a share is worth is a compensation rule that lives in your payroll process, and Treepie does not calculate it.
Goal tracking counts split credit against individual targets, activity reports attribute effort against it, and pipeline totals still count the deal once so the forecast is not inflated.
| Commission spreadsheet | Owner-only CRM | Treepie Flow | |
|---|---|---|---|
| Who gets credit | Negotiated after close | Only the owner | Everyone named, by percentage |
| Pipeline totals | Often double-counted | Correct, but unfair | Counted once, credit divided |
| Visibility | Finance only | None | Reporting and the people named |
| Changes after close | Untracked edits | Not possible | Recorded with who and why |
| Commission input | Manual | Missing | Read directly from the deal |
No. The deal counts once for pipeline and forecast; only per-person credit is divided.
Yes, with the change recorded. Closed-period reporting can be locked if you would rather it could not.
Yes. Anyone with a personnel record in Nest can be named on a split.
The forecast counts each deal once at full value. Splits only affect how credit is attributed to people.
Yes. Flow checks the total before a split is saved.
Splits name people, and each can carry a role such as owner, overlay or partner for reporting.
Yes. Each change is recorded, and reports use the split that applied when the deal closed.
By default, the deal owner and managers. Changes after close can require approval.
Yes. External partners can be named in a split and reported separately from internal staff.
Split credit is available in reports and the API, so your commission process reads it rather than a spreadsheet.
Yes. Everyone named sees their share on the deal and in their own reports.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.