If a discrepancy is flagged on a deal you've already approved and you don't intend to act on the change, you can dismiss it. Dismissing ignores the detected change, overrides the deal's earnings back to the amount you originally approved, and removes the discrepancy from your Approvals view.
Dismissing a discrepancy is an Admin-only action and is available for both positive and negative discrepancies.
Additional information:
Note: This capability is available in workspaces with Approvals enabled. If you have an Approval workflow enabled, you can dismiss both discrepancies and clawbacks.
How to dismiss a single discrepancy
Go to the Approvals page and find the discrepancy you want to dismiss and open the row's menu (the three-dot icon).
Select Dismiss.
In the panel that opens, review the deal name, owner, the approved amount, and the discrepancy amount to confirm you're dismissing the right record.
Choose a reason for the dismissal. A reason is required before you can continue.
Add a note if you want to capture more context. The note is optional but both will be recorded in the Dismissals tab for your record-keeping.
Check the acknowledgement box to confirm you understand that dismissing this discrepancy overrides earnings to the originally approved amount and prevents future discrepancies from surfacing for this deal.
Select Dismiss Discrepancy to confirm, or Cancel to close without dismissing.
The discrepancy is removed from the Discrepancy view right away, and the deal's earnings are overridden to the originally approved amount.
Dismiss discrepancies on Deal details page
You can also dismiss an individual discrepancy from the Deal Details page for that specific deal. Click on the Deal name in QuotaPath to reach the Deal Details page. In the Approvals card under Earnings, click Dismiss.
The discrepancy is removed from the Discrepancy view right away, and the deal's earnings are overridden to the originally approved amount.
Dismiss discrepancies in bulk
To dismiss several discrepancies at once:
In the Discrepancy view on the Approvals page, use the checkboxes to select the discrepancies you want to dismiss, or select all.
Select the bulk Dismiss action from the menu.
Review the records in the panel.
Choose a reason, add an optional note, and select Dismiss Discrepancy. The selected reason and note apply to all of the selected discrepancies.
All selected discrepancies are removed from the Discrepancy view together, and each deal's earnings revert to its originally approved amount.
What happens when you dismiss a discrepancy
The discrepancy is removed from the Discrepancy view on the Approvals page.
The detected change is ignored, and the deal's earnings are overridden to the amount you originally approved.
The discrepancy is excluded from the discrepancy count on your home dashboard, rep views, and Payouts.
For record keeping, the dismissed discrepancy appears on the Dismissed tab on the Approvals page.
The dismissal remains in effect even if the underlying CRM data changes later. Once a discrepancy is dismissed, QuotaPath won't surface future discrepancies for that deal unless the dismissal is reversed.
When to dismiss a discrepancy
Dismissing a discrepancy is best treated as a deliberate, lasting decision – not a way to temporarily hide a discrepancy. Once you dismiss a discrepancy, QuotaPath holds the deal at its originally approved amount and stops surfacing discrepancies for that deal going forward, and it won't resurface on its own. It's the right tool only when you've reviewed the change and decided you're standing by the amount you already approved.
Good candidates to dismiss:
The detected change isn't one you consider legitimate, and you're standing by the amount you originally approved.
The deal was deleted from your CRM and there's nothing left to act on.
The change is immaterial, such as rounding or billing-sync differences of a few cents.
A policy or territory decision means you won't adjust the amount that was already approved.
Examples when not to dismiss:
The change is legitimate and the member should be paid the new amount. Dismissing reverts earnings to the originally approved amount. If you want the deal to reflect the change, restart the approval and re-approve the deal instead of dismissing it.
The value might still change or you're expecting it to. If the discrepancy could resolve on its own or the deal value may correct, leave it on the Approvals page until it does. Dismiss only once you're confident the situation is final.
You only want to accept part of the change. Dismissing reverts the full amount to the originally approved value. There's no partial dismissal today. In this case, override the earnings or deal value instead.
If circumstances genuinely change after you've dismissed, you can undo it from the Dismissed tab to allow future discrepancies to be generated. See below for how to undo a dismissal.
How to view your dismissed discrepancies
Dismissed discrepancies live on the Dismissed tab, which is on the far right of the Approvals page. It's the same shared tab you can reach from Payouts, and the type filter defaults to discrepancies when you arrive from Approvals. The tab is Admin-only and shows a count of everything that's been dismissed.
Each row shows the Deal Name, Deal Date, dismissal Type, Dismissed Amount, the date it was dismissed, the Deal Owner, who dismissed it, the reason and any note, and the related plan and component. You can sort by most columns, search by Deal Name, and filter by Deal Date, Owner, Plan and Component, dismissal type, who dismissed it, and dismissal date to find a specific record.
Undo a dismissal
Undoing a dismissal re-evaluates the record against current earnings. If a discrepancy still exists between current earnings and the approved amount, the record returns to the Approvals page and earnings reflect the current values again. The amount may differ from before.
To undo a single dismissal:
Open the Dismissed tab.
Find the record you want to restore and select Undo in the Action column.
In the confirmation modal (Undo Dismissal), review the note, then select Confirm and Undo.
The row then leaves the Dismissed tab. If a discrepancy still exists, it reappears on the Approvals page at its current values, in addition to home page tasks and counts.
Undo dismissals in bulk
On the Dismissed tab, use the checkboxes to select the dismissals you want to restore.
Select Bulk Undo from the selection bar.
In the confirmation modal, review the list of records under "The following will be undone," then confirm.
All selected rows leave the Dismissed tab. Each is re-evaluated against current earnings, so any that still have a discrepancy reappear on the Approvals page at their current values.