How to Override Earnings
This article walks through how to override earnings in QuotaPath. Overriding earnings is a great option if you need to make changes only to the earnings without impacting the deal value or the quota attainment.
Find the Deal
Search for the deal by deal name or CRM ID, then click View All. This will take you to the Deals page.
Override the Earnings
From the Deals page, there are a few different ways to override earnings:
Click the kebab menu next to a deal and select Override Earnings. Enter the new earnings, add an adjustment note, and click Save.
For exceptions — for example, if a deal met all the criteria of the mappings and everything is set up correctly, but for some reason an exception is being made and earnings will not be paid out — use Select All and override earnings for everyone at once. Enter the earnings amount (such as zero to cancel them out), add a note, and click Save.
Click into the deal itself and go to the deal details page. From the Earnings section, click the kebab menu, click Override Earnings, and adjust the earnings amount. Add an adjustment note and click Save.
What Happens After You Override
Once you override the earnings of a deal, a small icon appears. This icon shows throughout QuotaPath for admins, members, and managers. Hovering over the icon shows the original earnings amount, what it was changed to, the note explaining why the change was made, and who made it.
If earnings have already been approved and you are changing them, a discrepancy will likely be flagged. Once you are ready, you can approve the deal. If the deal has already been approved and paid out previously, overriding earnings could also result in a new owed amount or an overpayment depending on how you override the earnings.