How to View Earnings and Attainment
This article walks through how admins can view and audit earnings and attainment data for members in their workspace. Once your plans have been built and mapped to your CRM, you can start checking the data.
Starting on the Attainment Page
A good place to start is the Attainment page. As an admin, you can view the attainment page as any member in your workspace.
Switch to a member to load their data based on the filters you have set. From there you can filter by plan, component, and date. When viewing attainment, it is helpful to view the period that matches how the rep’s quota is set up — for example, if the quota is quarterly, set the date filter to the relevant quarter.
On the left hand side you can see each component the member’s quota rolls up to. You can click the arrow on a component to drop down and see the individual sub-components if applicable. You can also roll up to a specific quota and pick which component to view, or look at the shared quota across components.
Reviewing Deals on the Attainment Page
Below the chart, you will see the deals that contributed to the components, including which components each deal hit and the values brought in for each deal.
Use the filters at the top to narrow down by component, deal, or data source. Click the Columns option to bring in any additional data fields you have mapped to your plans — for example, you can add term length and click Apply to all tables to see term length on each deal.
Moving to the Earnings Page
Once attainment looks correct, head to the Earnings page. The Earnings page works similarly. You can view as different individuals, and once you select a person their data loads. You can filter by the same plans and components as you do on the Attainment page.
When you click into a deal on the Earnings page, you can see which components the deal earned on. Click further to see how the deal is earning. For example, if a deal pushes a rep over 100% attainment, a portion of the deal may be earning at the base rate and the rest at the accelerated rate.
Troubleshooting Unexpected Numbers
If a deal you expected to see is missing, or if earnings are not calculating the way you expect, the next step is to double-check how your components are built and how the earning rules are set up. Also confirm that the data in your CRM lines up with the mappings configured on your components.
These are some of the ways you can view earnings and attainment to validate data in QuotaPath.