For help with the initial configuration of roll-up components, please refer to this article.
How to troubleshoot roll-ups
If you have completed your roll-up setup following the steps in the article linked above, and deals and earnings are not rolling up as expected, follow the steps below in order to quickly identify issues with the configuration.
Deal missing from roll-up contributor
If deals are missing from both the roll-plan and the contributor of the roll-up, then the issue is likely with the mapping from which the data is being rolled up from.
To troubleshoot missing deal in the plan that is rolling up, please follow the steps in this missing deal article.
Deal missing from roll-up only
If a deal is appearing in the plan that is the contributor of the roll-up, but not in the plan that has the roll-configured, then follow the below troubleshooting steps:
Plan Dates: Go to the plan detail page with the roll-up configured and confirm the plan assignee has the correct plan assignment dates.
Roll-Up Configuration: From the plan detail page, edit the plan component and check the roll-up configuration to confirm the correct team, plan, and component are configured to roll-up
Roll-Up Assignees: From the plan details page, click the button to 'Edit Roll-Up Assignments' and confirm that the plan assignee has the correct roll-up contributors for each plan component
Team Dates: Go to the Teams page and confirm both:
Team Manager Assignment Dates: Check the team manager assignment start and end date for the plan assignee that should be receiving roll-up credit
Team Member Assignment Dates: Check the team member assignment start and end date for the member(s) that are rolling up
If you've followed the above troubleshooting steps and are not able to resolve the issue, please reach out to support via the in-app chat.