When the earnings on a deal appear to be incorrect, follow the below steps to better understand how the earnings are being calculated and further troubleshoot any plan or mapping configuration issues if needed.
1. Review Earnings Explanation
Start by reviewing the earnings explanation to better understand how the earnings are being calculated. The earnings explanation can be accessed from the Earnings, Deals, or Deal Detail pages. For more information, please visit this article.
2. Review Deal Details
After reviewing the earnings explanation, if the earnings still appear to be incorrect, start by reviewing the deal details:
Is the Deal Amount correct?
If the Deal Amount is incorrect, you may need to view the mapping to confirm the correct integration source field is aligned as the Deal Amount field.
Is the deal appearing on all plan components?
If the deal is not appearing on all plan components, first check whether a separate deal record is being created in QuotaPath for that component. If not, follow the troubleshooting steps in our Missing Deals troubleshooting collection.
Is the Deal Date correct?
If the deal date is incorrect, you may need to update the record in the integration source or view the mapping to confirm the correct integration source field is aligned as the Deal Date field.
Is the Deal Stage correct?
If the deal stage is not correct, you may need to update the record in the integration source or view the mapping to confirm the correct stage parameters are set.
3. Review Plan Configuration
If all of the deal details are correct, review the plan configuration next:
Is the quota assigned?
Go to the relevant quota components in the plan and click 'Manage Quotas'. Confirm that the correct quota value has been entered for the deal owner for the relevant quota period.
Is the rate assigned?
Go to the relevant earnings component in the plan and click 'Manage Rates'. Confirm that the correct rate value has been entered for the deal owner for the relevant earnings period.
Has the rate been calculated (if using Auto Rate Calculation)?
Go to the relevant earnings component in the plan and click 'Manage Rates'. Confirm that the rate has been generated for the deal owner for the relevant earnings period. If not, click 'Calculate Period' to generate the rate, then save.
Are the rate tiers correct?
Go to the relevant earnings component in the plan and review the rate tiers to confirm each tier has the correct starting and ending value.
4. Review Mapping
Is the mapping correct?
Go to the relevant earnings component in the plan and click 'View Mapping'. Confirm the correct integration source fields are aligned as the Deal Amount field and the Deal Date field.
