Period summary emails provide your workspace members with an automated overview of their earnings from the previous month. These emails can help begin the commission review process by directing members to review their earnings, flag questions, and approve earnings when required.
Email timing
Period summary emails are sent by default on the first business day of each month at approximately 7:00 a.m. CST.
Email recipients
Active workspace members receive period summary emails automatically. Members with a pending status or an outstanding workspace invitation will not receive them. A member will receive their first period summary email once their Closed/Won earnings are greater than $0.
Email content
The email includes the member’s total earnings for the previous month. This amount corresponds to the Closed/Won earnings displayed on the Earnings page in QuotaPath.
Note: The amount shown does not represent approved, eligible, scheduled, or paid earnings. It reflects Closed/Won earnings only.
Email settings
Period summary emails are enabled by default. Each workspace member can manage their own email subscription preference:
Go to Settings.
Open the Account section.
Locate Email subscriptions.
Turn the period summary email setting on or off.
Not receiving the email?
If you expected a period summary email but did not receive one, review the following settings and eligibility requirements before contacting Support:
Your workspace membership is active.
Your invitation is no longer pending.
You have Closed/Won earnings greater than $0.
Your email on the Member page is correct.
Period summary emails are enabled under Settings → Account.
The email was not sent to your spam or junk folder.