How to view & forecast your Earnings
This article walks you through how to view and forecast your earnings as a rep or manager in QuotaPath.
Viewing Your Earnings
Head to the Earnings page on the left-hand side. From here, use the date filter at the top left to filter for the date range of records you would like to view. You can also use the component filter to filter for specific components within your plan.
At the top, you will see a summary of your earnings by component. The sum of these earnings totals up to the total amount on the right-hand side.
There is also a bar chart where you can view your earnings over time. You can change the period using the drop-down filter. When you hover over a bar, you will see a breakdown of the earnings by component. You can also see a breakdown of your earnings per record.
Understanding Record Stages
All records are grouped into three stages:
Closed Won – earnings that have been earned.
Pipeline – earnings that have not yet been earned but could be.
Closed Lost – earnings that are not earned.
For Closed Won records, you will see a summary including the record name, the record date, what was earned, and the deal amount. If you click into a specific record, you will see all of the details and a breakdown below. In this example, there is one component earning the 10% rate. On other records, you may see deals between tiers — for example, a portion of a deal could be earned at the 8% rate.
Forecasting Pipeline Earnings
Pipeline records are typically any records that are not Closed Won or Closed Lost. In QuotaPath, you can forecast these records to see what your earnings could be if you were to close them. There are two ways to forecast:
Click Forecast Pipeline to forecast all of your pipeline at once.
Pick and choose specific records to forecast — for example, a few February deals and one in March — then click Forecast Pipeline to see what your earnings would be on those records if you were to close them.
Just like with Closed Won records, you can expand any forecasted record to see the breakdown of earnings by component and by tier. This gives you the ability to predict what your earnings would be and understand what is needed to cross into higher tiers of payout rates and potentially unlock a bonus or other incentives. You can also see the potential impact on existing records that may be unlocked.
That is how you view and forecast your earnings in QuotaPath.