In QuotaPath, a discrepancy refers to a change in earnings. Discrepancies can represent either a positive or negative amount and will appear on the Deals, Approvals and Deal Details pages. In order for a discrepancy to appear, a deal's earnings must have been previously approved. In this article, we'll review what causes a discrepancy to appear and how to view and resolve discrepancies.
What causes discrepancies
Any time an earnings value that has previously been approved changes, a discrepancy will appear in QuotaPath. There are many actions and events that can trigger earnings changes. Here are the most common reasons:
Retroactive accelerators
Edits to deal in integration source (deal amount, stage, date, etc.)
Edits to plan quotas or rates
Edits to integration mappings
How to view discrepancies
You can view discrepancies on the Deals page, Approvals page or the Deal Details page. Most Admins choose to review and resolve discrepancies on the Approvals page, where discrepancies will show in a separate table above the standard approvals table when discrepancies exist for your filtered set of deals.
Viewing discrepancies on the Deals page
On the Deals page, the discrepancy will appear in the 'Discrepancy' column on the table. Please ensure you have the 'Discrepancy' column enabled in your table column selections.
From the Deals page, a earnings can be overridden, but not approved. Approvals can only take place on the Approvals page or on the Deal Details page.
Viewing discrepancies on the Deal Details page
Anytime you click on a deal name in QuotaPath, you will reach the Deal Details page. On the Deal Details page, a discrepancy will appear in earnings section in the top right, below the Approvals history:
On the Deal Details page, you can Restart the Approvals process in order to resolve the discrepancy. Click Restart Approvals, and the deal and earnings will move to the Standard Approvals table where you can then click Approve. Continue reading below to learn how to resolve a discrepancy.
Viewing discrepancies on the Approvals page
On th Approvals page, discrepancies will appear in a separate table at the top labeled 'Discrepancy'.
Within this table, you'll be able to view columns for the current Earnings amount, the Discrepancy amount, and the previously Approved Earnings amount:
From the discrepancy table on the Approvals page, you can restart the approvals process in order to resolve the discrepancy. Continue reading below to learn how to resolve a discrepancy.
How to resolve discrepancies
See here for our article and video on resolving discrepancies. In order to resolve a discrepancy, you'll need to first decide whether you would like to:
Payout the deal according to the new earnings amount and process a payout of the difference or clawback for any amount already paid out.
Payout an earnings amount different from the original amount approved, but not the suggested new amount. (E.g. Discrepancy says $1000, you paid $800 but $900 is correct)
Ignore and dismiss the discrepancy to keep the originally approved earnings amount.
Dismissing Discrepancies
QuotaPath allows you to dismiss a discrepancy as outlined as one of the options above. See the How to Dismiss Discrepancies article here.
On the Approvals page, using the three-dot menu to the far right of the discrepancy record in the discrepancies table, you can choose to dismiss the discrepancy, provide a reason and leave a note as to why you are dismissing and then save that dismissal.
This effectively creates an override of the earnings to the originally approved amount and will block any future deal data updates from triggering any more discrepancies for that deal.