Before paying your team, take a few moments to confirm that your deal data, earnings, and payout totals are complete and accurate.
Here’s a quick guide to validating commissions before completing a payout:
Perform a data completeness check
Start by confirming that the data in QuotaPath matches the information in your CRM. Check the integration status and make sure the latest source data sync and plan data refresh completed successfully.
If you see any sync errors, review the affected plans and components before continuing. Resolving these errors first helps ensure that all expected deals and earnings are included in the payout.
Once you’ve verified the data is syncing as expected, move to a view that allows you to verify the total number of opportunities and closed-won dollars displayed as anticipated. We recommend using QuotaPath’s “Deal Page”, or navigating to QuotaPath’s “Payouts Workflow” under the “Approve” tab. These views will allow you to review your deals plan-by-plan or team-by-team.
This gives you a great overview of deals and collective totals. Remember, if you want to investigate deals on an individual basis, you can always click into the deal to review its Deal Details a little closer. You can also always use Deal Search if you are not seeing a deal in your specific deal.
Review the effective rate by rep and deal
Reviewing effective rates helps confirm that each deal is calculating commission as expected. The best validation method depends on your team size, deal volume, and whether you prefer working in QuotaPath or exporting the data for analysis.
The effective rate is calculated by dividing the total earnings generated by a deal by its commissionable value. If a deal generates earnings across multiple components, QuotaPath combines those earnings when calculating the overall effective rate.
You can view the effective rate in the Rate column alongside the deal’s earnings. If the column is not visible, open the column picker and select Rate.
Review deals in QuotaPath
For smaller teams or lower deal volumes, use the linked Earnings screen to review one rep at a time. Select the appropriate time period, then open an individual deal to review its Earnings Explanation.
The deal details will show each component that contributed to the earnings and effective rate, making it easier to investigate unexpected calculations or outliers.
Export deals for a larger review
For larger teams or higher deal volumes, export the deal data to review it in Excel or Google Sheets. Workspace Admins can export data from either location:
From the Deals page, open the menu next to + Add deal and select Export to CSV.
After deals are approved, open the Payout section of the linked Payouts Workflow, select the menu next to + Add deal, and choose Export to CSV.
The export includes detailed deal and earnings information that you can filter, sort, and compare across reps, plans, components, and payout periods.
Pro Tip
When navigating between the “Earned” and “Resolved” sections of the Payouts screen, keep this in mind as you validate the data for paying your monthly or quarterly transactions:
Earned: Uses the deal date. Select the period when the deals closed, such as the previous month or quarter.
Resolved: Uses the payout date. Select the period when the earnings were or will be paid, such as the current month or quarter.
For a better understanding of how to view your data in your Payouts dashboard, review this Help Center article!
Reconciling commission payments using Ledger
As part of your monthly or quarterly accounting close, use Ledger to reconcile commission expenses and support your ASC 606 reporting process. Expense recognition can be managed separately from commission payouts and is typically handled by your finance or accounting team.
Ledger helps your team:
Collect the earnings and payout data needed to capitalize or recognize commission expenses.
Create amortization schedules that support commission-related journal entries.
Generate period summary reports to reconcile capitalized and recognized commission expenses.
Using Ledger alongside your payout workflow helps maintain a clear record of what was earned and paid, and when the related commission expense should be recognized.
Pro Tip
Consider creating separate plan components for products or services that require different amortization periods under ASC 606. Separate components allow your finance team to filter Ledger entries and recognize or amortize commission expenses in bulk.
For example, if a plan pays a flat 10% commission across several product types, you can create one component per product type instead of applying a single component to every sale.