The rule that credited revenue reconciles to the ledger: split shares per invoice line sum to one, overlay credit sits in its own column and is never added to the split total, and the rep credited is the one assigned on the invoice date. Failures are an exception list, not a quarter-end dispute.
A specialist at 100 percent beside the account rep at 100 percent makes credited revenue twice the ledger.
Revenue before the move date to the old rep, after it to the new one.
For each invoice line, the shares credited to salespeople must sum to one, and overlay or team credits are held in a separate column. Credited revenue across all people then equals the ledger.
An invoice of $100,000 is split 60 and 40 between two reps, with a specialist overlay of $100,000. Primary credit sums to $100,000 and ties to the ledger; overlay is reported apart.
Overlay credit added into the same total. Credited revenue exceeds the ledger by the overlay amount and every attainment figure is inflated.