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Deal Details

Learn how to view a deal & how Admins can manage the deal

Updated this week

In QuotaPath, you can easily view all the information associated with a single deal through the deal details. The deal details will show you the deal values, earnings, and payouts. In addition, Admins can view Ledger and manage the deal, including editing, approving, overriding, scheduling payouts, and recognizing expenses.

To view the deal details, simply click the deal name anywhere in the app where you see it hyperlinked:

From there, you'll be redirected to the deal details page, where you can see all the information associated with this QuotaPath deal.

Here's an overview of what information you'll see above the fold:

  1. Deal Values: List of deal values associated with this deal

  2. Earnings Breakdown: List of components deal is associated with, earnings rate by component, earnings by component, attainment tier by component

  3. Edit Deal: Click to edit the deal. View this article for more information

  4. Earnings: Sum of deal earnings and effective rate

  5. Earnings Menu: Click the kebob menu to approve or override the earnings. You can also approve the earnings by clicking 'Approve'

  6. QuotaPath Deal Data: List of deal data, including deal owner, data, stage, source, record ID & last edited date

  7. QuotaPath Deal Menu: Click the kebab menu to edit the deal or flag it. For QuotaPath-sourced deals, you can also move to pipeline or closed/won, or delete

  8. Deal History: Click 'View more' in the Deal History section to view a summary of deal changes and actions

  9. Source Record Data: List of source record data, including the record name, source record ID, the ability to view this record in your source, the object, and a timestamp for when this source record was last updated with new data

  10. View Source Record: Click on the hyperlinked Record ID to view all the source data that was imported for this specific record. View this article for more information

Here's an overview of what information you'll see below the fold:

  1. Payouts: Reps and Team Managers can view the payout status of the deal, and Admins can schedule payouts

  2. Ledger: Admins only can view this section and recognize commission expenses for this deal

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