This article walks you through how, as a team manager in QuotaPath, you can view your team’s earnings and attainment.

First, confirm your team setup. Head over to the Teams page. You will see any team you are a member of or a manager of. If you do not see a specific team, reach out to your Admin to make sure everything is set up correctly.

Click into a team to see the team details, any leaderboards that have been set up, and the data the leaderboards are mapped to.

Click Managers to see your manager permissions. Full permissions give you the ability to approve deals and see team members’ earnings. Standard permissions give you access to view team members’ earnings, but you will not be able to approve their deals. Limited access lets you only see attainment.

If you have Full or Standard Permissions, head over to the Earnings tab. At the top, you will see an individual and a team tab. Without Full or Standard permissions, you will only see an Individual tab and only be able to see your own earnings. With those Full or Standard permissions, on the individual tab, you can use the View As dropdown to switch between your team members or yourself.

Just below the filters, you will see the earnings for the time period you are filtered on. You can filter for different time periods and select specific components you want to see the data for.

The top of the page shows an overview of the earnings for that period, including the quota assigned and the earnings per component that rolls up to that quota.

Scroll down and you will see a table of all the closed-won deals for the period. To better understand why a rep is earning what they are earning on a particular deal, click into the deal to see the earnings detail.

On the Team tab at the top, you get a summary of the total earnings for your team, including a breakdown by pipeline status (Closed Won, Pipeline, Closed Lost).

Now over to the attainment page. If you have a team assigned to you and a Leaderboard has been set up for the team, you should see a Leaderboard tab at the top. Here you can view how the team is performing from an attainment perspective. You will see a team overview of attainment for the period, as well as how much is currently in pipeline. You can also see how the team stacks up against each other. Click into any individual to see the deals rolling up to them from closed-won or pipeline.

That is how you view your team’s earnings and attainment in QuotaPath.