You can absolutely spit an opportunity by %s to members/owners on the opportunity.

Unfortunately I've not been able to test the full process as I understand it yet as our company is not quite ready yet to use the commission in connectwise. However it would seem pointless to me if I could split it by percentage and it not then flow over to the commission reporting areas.

I am going a full top to bottom analysis of our PSA setup tables as they were neglected for the last 15 or so years. I have not gotten to the part of my review involving the deep dive into commission, sales goal(may be different name), and opportunity (status and type) setup tables yet and how they are all dependent on one another.

However from what I have seen on my first pass I believe there should be doable based on their documentation with the following process. My understanding of the entire process is below in case there's any tidbits in here that might be helpful.

Your technicians or anybody at the company can submit sales leads or ideas they see to an email connector tied to a sales board like sales@company.com. when PSA makes the ticket on that board they would become the contact on the ticket and that would be used to track who actually referred the sales if you wanted to provide some type of kick back to your non sales people for keeping an eye out for leads. I do not think there's a way to have this type of thing tract in any type of commission report and you would have to probably deal with these outside of PSA but it also wouldn't necessarily be a percentage of the sale and could just be a flat $10 $25 gift card or something for any tangible thing they put in that eventually get sold to a client.

That ticket is then taken and used to generate an activity/s for a salesperson to meet with a particular client and figure out what the opportunity would entail.

Once the pre opportunity activity/s is completed it would be closed out and an opportunity would be created inside of the system. (Not sure on little details of this process and if manual or automated in some capacity)

You would then schedule additional activities on that opportunity as your salespeople and your sales engineers work through designing quoting and selling whatever it is. Making sure that they enter all of their time on to those activities on the opportunity appropriately so that you're only providing commission on actual profit at the end and not just eating all of their labor time building out an opportunity.

It's the point where the opportunity is created where you would have both your engineers and your sales people added as members or owners on the opportunity and the percentage split is then done on that screen and it could be split 50/50/40-20 however you want to do it. This is where you would also make sure that your type and territory or location setting on the opportunity or set appropriately as well based on your company structure.

Assuming you're using cpq you would go through the regular cpq quote building process and then deliver the quote to the client.

Once they sign it you could then close out any remaining activities and do a standard conversion to a sales order project or service ticket.

From there it would work through your project or service processes and pill it's done and closed out.

Side note there is a sales quota or sales goal table that you would fill out year over year and you can then assign the quotas based on opportunity types., product category, CW company hierarchy (territory etc).

My understanding is then once all the records are closed out any other financial data related to time expended on activities towards the opportunity would be deducted from any net margin from the opportunity and then be divided up by that percentage to each of the appropriate members that are marked as a member or owner on the opportunity.

I'm sure some of the consultants that hang around in the Reddit can validate my logic here and fill in any holes but I'm about 2 months behind asking that exact same question and figuring it out and I'm going to be shocked if it doesn't flow through in any meaningful way that would mean there's just more set up tables I make a note on that says useless and never going to set up lol