Sales and attribution
How a sale is logged and how its credit is split.
Every sale has its amount, lead, closer and triager. Its source comes from the lead: its UTM source, its booking source or its funnel, in that order; if there's none, it counts as direct.
The amount is split between closer, triager and source by the workspace's percentages: 60 / 20 / 20 by default. They must add up to 100.
If a sale has no triager or source, their percentage is spread over those present, in proportion to their share. The sale is always attributed at 100% and the parts add up exactly to the amount, to the cent.
Admins change the percentages and can recalculate a period's sales with the new split, so reports stay comparable.