If a deal’s earnings are incorrect, different from what is expected or showing as $0, use the troubleshooting steps below to understand how QuotaPath calculated the result and identify the source of the issue.

You’ll review the Earnings Explanation, deal and source values, plan assignments, quotas, rates, component settings, approvals, and integration mapping to determine whether the calculation is expected or requires a configuration update.

Note: this is specifically covering deal-by-deal troubleshooting for incorrect earnings. If you are looking at a total earnings amount for a Member, you first need to determine which deal is calculating incorrectly. If you have found earnings are just missing altogether, reference our Missing Deals article.

Full steps further below with details, but here is the quick troubleshooting guide for Incorrect Earnings.

If earnings are calculated (not missing or zero), but appear incorrect, do the following:

If earnings on a deal have been generated by multiple components, and one is correct but the other is missing completely, you likely have a mapping issue and should refer to our Missing Deals article.

Start by opening the Earnings Explanation to see how QuotaPath calculated the deal’s earnings. This view provides a component-by-component breakdown of the deal value, commission rate, applicable rate tier and/or attainment, calculated earnings, and payout eligibility.

You can access the Earnings Explanation from the Earnings page, Deals page, or Deal Details page by selecting View earnings explanation. For more information about reviewing and understanding the calculation, visit this article.

You can also access the earnings summary or earnings explanation through the circle-i icon you see throughout the platform next to earnings values (as seen in the screenshot below), or when viewing earnings by clicking the three-dot menu to the right of the earnings record and selecting View Earnings Summary (also in the screenshot below). Both actions will open up the Earnings Summary in a side panel.

After reviewing the Earnings Explanation, compare the deal details in QuotaPath with the corresponding record directly in your integrated data source. Incorrect deal values, dates, stages, or ownership can affect component qualification, quota attainment, commission rates, and earnings. You can do this validation by clicking on the deal name and going to the Deal Details page for your

Confirm that each value shown in the Earnings Breakdown matches the expected source value. If the amount is incorrect, review the source record and component mapping to verify that the correct integration field is selected as the component’s Deal Amount or Earnings field.

A deal may qualify for multiple components, with each component appearing separately in the Earnings Breakdown. If one component is generating correct earnings, but another isn't showing any earnings, search For the source record in the header search bar and then use Analyze Mapping to identify which assignment, stage, or filter criterion the record does not meet. For the full instructions on finding altogether missing earnings, reference our Missing Deals article.

The Deal Date determines the quota and earnings period in which the record is evaluated. If the date is incorrect, update it in the integration source or review the mapping to confirm that the correct source field is selected as the Deal Date. Run a Sync & Refresh after making source-data changes.

Confirm that the stage shown in QuotaPath matches the source record and satisfies the mapping’s Closed/Won stage criteria. If it does not, you may need to update the source record or update the mapping’s Closed/Won, Pipeline, and/or Closed/Lost stage settings.

Verify that the mapped owner or contributor matches the intended plan assignee. An incorrect owner, missing assignment, or assignment date that does not include the Deal Date can prevent earnings from calculating for the expected member.

Also, in the Mapping, the Deal Owner setting has two options:

See below. The first option will require that the owner in the Deal Owner field you map to is one of the plan assignees. That person will get credit.

The other option will give all plan assignees credit for all deals that meet the rest of the plan component mapping criteria, regardless of who the owner is.

If the deal details and Earnings Explanation are correct, review the plan configuration to confirm that the appropriate quota and commission rate are available for the deal owner and applicable earnings period.

Open the relevant quota component and select Manage Quotas. Confirm that the correct quota has been assigned to the deal owner for the period containing the Deal Date. A missing or incorrect quota can affect attainment, rate calculations, and earnings.

Open the relevant earnings component and select Manage Rates. Confirm that the deal owner has the expected commission rate for the applicable earnings period. If the rate is missing or set to 0%, the deal may generate no earnings.

From Manage Rates, confirm that a rate has been generated for the deal owner and applicable period. If the rate is missing, select Calculate Period, review the generated rates, and save the changes.

Open the relevant earnings component and review the configured rate tiers for the applicable period. Confirm that each tier has the correct starting and ending attainment values, with no unintended gaps or overlaps.

Open the relevant earnings component and select View Mapping. Confirm that the correct integration source fields are mapped to the Deal Amount, Earnings, Attainment, Deal Date, and Deal Owner fields, as applicable.

Also review the stage criteria and filters to ensure the deal qualifies for the intended component. If any mapped source value is incorrect or missing, update the record in the integration source or adjust the mapping, then run a Sync & Refresh.

If the earnings still appear incorrect, contact Support through the live chat in your workspace (? icon in the top right of the header or the chat icon in the bottom right) with the deal link, plan and component name, expected versus actual earnings, and any applicable payroll deadline.