If you are troubleshooting a deal on one of our 2.0 integrations and your workspace is also leveraging our newest data engine, please continue reading to learn how to troubleshoot missing deals. If you are unsure of your integration version, please refer to this article.
Requirements
In order for a deal to appear in QuotaPath and on the correct plan components, the following pieces to be in place:
Integration Source Connected: An integration must be connected and syncing. For more information on connecting an integration, please visit our integrations collection here.
Plan Created: A plan must be created with at least 1 earnings component
Mappings Created: The plan components have been mapped to the integration source. To learn more about how to map plan components, please visit this article.
Plan Assigned: The plan has been assigned to workspace members with a start date and end date set.
Common Issues
If all of these are in place and the deal is still missing or not appearing on all the plan components, the most likely reasons are:
Plan State: The plan is in a Draft or Archived state
Note: Deals on Draft plans will not appear on the Earnings, Deals or Approvals pages, and are only visible on the plan detail page in the Performance tab
Component Field Names: The field labels used in the plan components do not align 1:1 with the integration source fields that they are mapped to and are causing deals records to appear incorrectly
Locked Plan Dates: The deal falls within the locked plan date range
Plan Assignment Dates: The deal date falls outside of the plan assignment dates
Mapping Criteria (Most Common): The mapping is not configured correctly or the deal does not match the mapping criteria
Integration Sync Error: The integration has not synced recently or has a syncing error
Troubleshooting Missing Deals
In order to troubleshoot missing deals, please follow the below steps:
1. Check Integration Sync Status
Go to the Integrations page and check:
Sync Status: If there are sync errors, review the error messages to resolve any sync issues.
Last Sync Time: If a sync has not run recently, click Sync & Refresh to trigger a sync manually.
2a. Search for the Source Record
In the global search in the top header, search for the record name or ID, select to view 'Source Record' search results, and click the record you are looking for to go to the Source Record page to view details of this record.
2b. Review Source Record
In the Record Summary table, review the source record fields for insight into the values that are being passed to QuotaPath that may be the cause of a deal record not being created or appearing with the wrong details. For more details on the source record page, please visit this article.
3a. Click 'Analyze Mapping'
In order to troubleshoot why a deal record is not being created, click Analyze Mapping in order to analyze this record against a specific plan component.
3b.Select Plan Component
Select the plan component that you are expecting a deal record to be created:
3c. Review Mapping Analysis
Review details of the mapping analysis for insights into why a deal record is not being created including:
Plan Assignment: Confirm whether the record owner aligns to the plan assignee and if the record date falls within the plan assignment dates
Mapping Criteria: Confirm that the record details meet the criteria of the mapping fields and filters
4. Adjust Plan, Mapping or Record
Based on the insights from the mapping analysis, make the appropriate adjustments to the plan assignees/dates, mapping criteria, or the source record.
Troubleshooting Incorrect Deals
If the deal does exist in QuotaPath, but is appearing on the wrong plan components or with incorrect data, please follow the below steps:
1a.Search for Deal
In the global search in the top header, search for the deal name, select to view 'Deal' search results, and click the deal you are looking for to go to the Deal Details page.
1b. Find Source Record Details
Find the Source Record Details section on the Deal Details page, and click the Record ID in order to go to the Source Record page.
2b. Review Source Record
Follow the same troubleshooting steps as outlined in the Troubleshooting Missing Deals section, starting at 2b. Review Source Record.