In your QuotaPath component mappings, on the first screen where you select fields for Deal Name, Deal Date, Deal Owner etc, you can also add and map Additional Fields. Additional Fields added into mappings do not serve a function in the mapping other than to display additional data for all deals that map to that component. They do not affect whether a source record creates a deal record in QuotaPath.
For example, if you have a component calculating commission for your Sales team, but you want them to be able to see the product they sold when viewing their Deals and Earnings, you can add Product Name as an additional field in the mapping and Product Name will be displayed in the tables on the Earnings, Attainment, Deals, Approvals and Payouts pages.
Create Additional Fields
In order to add additional fields into a mapping, you first need to create the additional fields in QuotaPath. When doing this, you are just creating a blank field in QuotaPath to which you will map your source field in step two.
To create the additional field in QuotaPath, go to the Mappings page in the left-hand navigation menu and then click on the Additional Fields tab.
Next, click on the green "Add Additional Fields" button in the top right corner.
You will be prompted to name your new field and choose a field type: Number, Date, Text or Boolean (true/false). Make sure the type you choose matches the source data field you intend to map to this additional field.
Once you have saved your additional field, refresh the page, and you are ready to build this into your mappings.
Adding Additional Fields to Mappings
By default, any record you pull into QuotaPath has basic information that is required. We'll need to know deal or activity name, date, owner (who is earning commission), and the amounts for earnings and attainment (like revenue or # of demos). These are the fields you see on the Fields page of the mapping modal.
On that same Fields page, you can also map your integrated data source fields to the additional fields you created in QuotaPath to pull in and track additional data for visibility.
Start by clicking in to edit the mapping you wish to add the additional field to. For every component that you wish to display the additional field for, you will need to add the additional field to the individual mapping. On the fields page of the mapping modal, check the box next to "Add additional fields." See screenshot below.
Once you check the box, the drop-down field selector will appear. Select the additional field that you created in QuotaPath that you wish to map to your source data field. After you select the QuotaPath field, the source data field selector will become available. Select the matching source data field.
If you then wish to add another additional field, click the "Add Another" button, and another QuotaPath additional field dropdown will appear. Repeat the field selection process. Add all desired additional fields, then click Next until you get to the filters page and click Sync
Viewing Additional Field data
After you've mapped your additional deal fields, you can start viewing the data in your QuotaPath workspace. Go to the Earnings, Attainment, Deals or Payouts page and click the column selection icon in the top right of the table and select the additional deal fields that you'd like to add to your table. It may take a few minutes for the additional field data to populate.
