How to view your Approved Deals & Payouts
This article walks you through the Approvals and Payouts pages in QuotaPath.
Approvals Page
Navigate to the Approvals page. This page may look different depending on whether your workspace has the approvals workflow set up and whether you are part of that workflow.
If you are part of the approvals workflow, you will see deals in your inbox as well as deals that are further along the approval workflow that need to be approved.
You can filter by date and by component to view the deals that need to be approved. Scroll horizontally to see all of the details related to each deal.
You can also pin important columns:
Click the three dots and select Pin to the Right.
For example, pin earnings so you can see the earnings for each deal, and pin rates as well.
Pinning makes it easier to see the important details of each deal and determine whether they are ready to be approved.
Once you have determined a deal is ready to be approved, click Approve. Once approved, the deal moves to the next step of the approval process. On the next step, you will see deals that have been approved and that the action is still pending. Once a deal has been fully approved by everyone in the workflow, it heads over to the Payouts page.
Payouts Page
The Payouts page is broken into two categories:
Earned – deals that have been approved but not yet scheduled to be paid out. You can filter on the deal date (also referred to as the closed-won date), as well as on different components and plans.
Resolved – deals that have been scheduled to be paid out. The main difference between Earned and Resolved is that Resolved filters on the payout date rather than the deal date. For example, you may be viewing payouts that happened this month, while the underlying deals were closed on different dates.
Once a deal has been scheduled to be paid out, it no longer appears on the Earned tab — you will find it on the Resolved tab.
That is how you view your approved deals and payouts in QuotaPath.