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Sales with no seller: revenue credited to nobody

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Conversa Labs

Conversa Labs

Last updated on Jul 28, 2026

Overview

A paid sale counts towards the account's revenue even when nobody is credited for it. When that happens the money shows up in the total and disappears from every per-seller breakdown: nobody earns points, no goal advances and no commission is accrued.

The Sales → Portfolio → Unassigned screen exists so that difference does not stay hidden. It lists the paid sales with no seller and lets you attribute one right there.

Why a sale ends up with no seller

The seller of an order is inherited in a cascade when the order is registered:

  1. the deal linked to the order, if there is one;
  2. otherwise the order's contact;
  3. otherwise external attribution — which is off by default.

So an e-commerce order (Kiwify, Hotmart, Nuvemshop…) for a contact who has no seller yet, with no CRM deal, ends up unowned — and stays that way until somebody attributes it.

Prerequisites

  • The Sales & Gamification module enabled.
  • The unified revenue ledger enabled (it is what consolidates the paid sales).
  • The sales management permission (or administrator) to attribute.

Step by step

  1. Open Sales → Portfolio and go to the Unassigned tab.
  2. Review the list: customer, source, payment date and amount.
  3. Click Attribute a seller on the row and choose who should get the credit.
  4. Confirm. Points, goal progress and commission start counting for that person and the row leaves the list.

Settings & options

  • The list shows only the sales with no seller by default — it is the queue to drive to zero.
  • Attributing a sale that already had a seller reverses the previous credit and credits the new one; leaving it blank returns the sale to the unassigned queue.
  • The Revenue page also shows the Unattributed bucket in the per-seller breakdown, with the exact amount that has not been credited.

Use cases

  • An external checkout sale with no CRM. The customer bought through the link, with no conversation and no deal. Attribute it to the seller who worked the lead.
  • Month-end close. Before approving commissions, drive the queue to zero so every seller's statement reflects reality.
  • Reconciling revenue. If the revenue total does not match the sum per seller, the difference is here.

Tips, limits & best practices

  • Attribute early. Points and goals are computed per period; attributing after the close fixes the commission but does not give back the motivational effect of the ranking at the right time.
  • Prefer giving the contact an owner. If the customer tends to buy again, set the seller on the contact: the next sales are attributed from the start and the queue stops growing.
  • Do not attribute "just to clear the list". The credit moves commission money; attributing the wrong person is worse than leaving it blank.

Troubleshooting

  • The tab does not appear: the unified revenue ledger is missing, or your role does not have sales management.
  • "Invalid owner": the person you chose is not a member of this account.
  • The list is empty but revenue does not add up: the sales may be attributed to somebody who left the team — check the All sellers tab, where they appear marked Off the roster.
  • The sale comes back after attributing: the order was reprocessed by the gateway webhook with no seller at the source. Set the seller on the contact to break the cycle.

See also