In this article, we'll walk through navigating the Deals dashboard in QuotaPath.
First, Admins will see two tabs: 'My Deals' and 'Admin.'
'My Deals' is what reps, or members, will see. It will comprise all the deals in which the member is the owner.
'All Deals' is where you'll have administrative control over all the deals in your Workspace.
Second, you'll see filters that allow you to drill down into data in any way you'd like.
Timeframe: All time, Month, Quarter, Year, or a Custom date range.
Owners: Select specific members to see the deals assigned to them.
Plans: Select the Plan and Components you want to review. You can also choose to display all active Plans or archived Plans.
Stages: Filter by stages. Closed/Won, Pipeline, Closed/Lost.
Depending on the filters, the summary view will update to show the data you selected.
Scroll down to the Deals table. If you have filters set, this table will display all deals that match your current filter criteria, along with all available values and deal metadata.
Deal name
Deal date
Locked: Whenever you add a deal manually or by using bulk upload, you have the option to lock a deal so that only Admins can make edits to those deals.
Flag: A way for members and Admins to flag deals or issues with commissions.
Source: Where the data is coming from (CRM, API, or uploaded through a CSV import).
CRM ID: By default, we pull this in for every deal that's coming from a CRM. You don't have to configure this in your CRM mappings; we pull in this data point, and it will correspond to the object ID of whatever you're mapping to.
Stage
Owner
Last Edited: When a deal was last pulled in from your CRM or when it was last uploaded.
Field names: These will vary depending on the current comp plan you are viewing.
Earnings: A dynamic field that continues to update as data from your CRM syncs. If you upload deals manually, they will only update as new data is uploaded.
Approved: A static field that shows approved earnings at that point in time.
Discrepancy: If earnings have changed since your last approval, a discrepancy amount will be displayed here.
There are several ways to customize the Deals table to your liking.
The column selector, located at the top right of the Deals table, allows you to choose what is displayed in your table view. You can also resize the columns to adjust their width. And column headers can be sorted, similar to how you can sort in Excel.
Lastly, at the top right of the dashboard, you'll see a green dot indicating the CRM status. This lets members and Admins know the last time the data was refreshed from your CRM.
To learn how to manually add deals, click here.