The Deals page provides a central place to review deal activity, details, attribution, earnings, and source data in QuotaPath.
Choose a dashboard view
Admins have two tabs and corresponding views on the Deals page:
Tab | Who can access it | What it shows |
My Deals | Members and Admins | Deals attributed to the current member |
All Deals | Admins | All deals in the workspace, including administrative controls |
Filter the dashboard
Use the available pill-shaped bubble filters to narrow the results by timeframe, owner, plan, component, or deal stage:
Filter | Use it to |
Dates | View deals by month, quarter, year, all time, or a custom date range |
Owners | Review deals attributed to selected members |
Plans | Filter by specific plans and components, including active or archived plans |
Stages | View Closed/Won, Pipeline, or Closed/Lost deals |
The dashboard summary figures and the Deals table automatically update based on your selected filters.
Review the Deals table
Scroll to the Deals table to review the records matching your selected filters. The available columns may vary depending on the plan and components you’re viewing. The fields below are the standard fields in each workspace. You will also have available any Deal Attainment and Earnings Amount fields you've mapped, and any Additional Fields that were added to your Mappings.
Use the column selector icon on the top right corner of the Deals table to select columns you wish to view.
Column | What it shows |
Deal name | The name of the deal |
Deal date | The date associated with the deal |
Locked | Whether the deal is locked so only Admins can edit it |
Flag | Whether a member or Admin has flagged the deal for review |
Source | Where the deal originated, such as a CRM, API, or CSV upload |
CRM ID | The source-object Record ID imported automatically from your CRM |
Stage | The deal’s current stage |
Owner | The member attributed to the deal |
Last Edited | When the deal was last imported, synced, or uploaded |
Plan-specific fields | Additional fields associated with the selected plan or component |
Understand earnings information
Column | What it shows |
Earnings | The current calculated earnings based on the latest available data |
Approved | The earnings amount captured when the deal was approved |
Discrepancy | The difference created when earnings change after approval |
Customize the Deals table
Customize the Deals table to display the information most relevant to your review. Use the column selector in the upper-right corner to show or hide available fields and create a more focused table view.
You can also resize columns to make values easier to read and select a column header to sort the table. These options are especially helpful when reviewing a large number of deals or comparing specific values.
Review earnings calculations
To understand why a deal received a specific earnings amount or commission rate, open its Earnings Explanation. This view identifies the contributing plan components, the rates applied, and the calculation steps used to determine the final earnings.
Hover over the earnings amount and select the Earnings Explanation icon to open the calculation details:
You can also open an Earnings Summary directly from the Deals table. Select the three-dot menu beside the deal, then choose Earnings Summary to review its earnings details.
For additional ways to review earnings calculations, visit the Earnings page or Deal Details pages articles.
Manually adding Deals
On the Deals page, you'll see a green +Add Deal button on the right. To learn how to use that to manually add deals, click here. This feature is reserved for Admins.
Bulk Deal Upload
On the Deals page, you can also create manual deals in bulk. This option is in the dropdown next to +Add Deal. Reference our Bulk Deal Upload article for a how-to. This feature is reserved for Admins.
Export to CSV
Also in the dropdown next to +Add Deal is the option to Export your filtered deal set to CSV. This is especially helpful when validating data in bulk against an external source. See our article on how to export from QuotaPath for more exporting options. This feature is reserved for Admins.
Multi-Currency toggle
Below the +Add Deal button on the Deals page is the multi-currency selector, if you've set up more than one currency in your Settings. This allows you to view Earnings in any currency you've setup. For more on multi-currency setup, reference this article.
Summary
The Deals dashboard provides a central place to review deal activity, attribution, source data, and earnings. Use the available views and filters to focus on relevant records, customize the Deals table to display the fields you need, and open Earnings Explanations when you need to understand a calculation.
Before reviewing recent CRM changes, check the integration status to confirm when your data was last refreshed.