If you are troubleshooting a deal on one of our 2.0 integrations and your workspace has not yet been upgraded to 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 Steps
In order to troubleshoot missing deals or deals that are not appearing on the correct plan components or with the wrong data, please follow the below troubleshooting 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 Deal
In the global search in the top header, search for the deal name, select 'View All' to view all deal search results:
2b. Find Source Record ID
On the Deals page, find the deal and locate the 'Record ID' column and copy this ID to use in the next step:
3a. Go the Source Data Viewer
Next, go to the Fields page in the left hand navigation, and then to the Source Data viewer. Filter for the corresponding integration source and object.
3b. Search for Record ID
In the Record ID column (this column is typically pinned to the left), search for the Source Record ID. Click on the Record ID column header, select the filter icon in the middle of the top of the dropdown menu, paste the ID underneath the word 'Contains', and click 'Apply'.
4a. Click 'Analyze Mapping'
In order to troubleshoot why a deal record is not being created or not appearing on the correct component, click Analyze Mapping in order to analyze this record against a specific plan component.
4b.Select Plan Component
Select the plan component that you are expecting a deal record to be created:
4c. Review Mapping Analysis
Review details of the mapping analysis and confirm that the record details meet the criteria of the mapping fields and filters.
5. Review Plan Assignment
If the record meets the mapping criteria, go to the Plans page and view the plan details to confirm that the record also meets the plan assignment criteria, including:
Plan Assignee: The record owner aligns to the plan assignee
Plan Assignment Dates: The record date falls within the plan assignment dates
6. Adjust Plan, Mapping or Record
Based on insights from the above troubleshooting steps, make the appropriate adjustments to the plan assignees/dates, mapping criteria, or the source record.