The Deal Details page brings together the key information associated with an individual deal, including its deal values, earnings calculations, approval status, payouts, history, and source record data.
Admins can also manage the deal from this page by editing deal information, approving or overriding earnings, scheduling payouts, and recognizing commission expenses in Ledger.
To open Deal Details, select the hyperlinked deal name anywhere it appears in QuotaPath.
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:
Deal Values: List of deal values associated with this deal
Earnings Breakdown: List of components deal is associated with, earnings rate by component, earnings by component, attainment tier by component
Edit Deal: Click to edit the deal. View this article for more information
Earnings: Sum of deal earnings and effective rate
Earnings Menu: Click the kebob menu to approve or override the earnings. You can also approve the earnings by clicking 'Approve'
QuotaPath Deal Data: List of deal data, including deal owner, data, stage, source, record ID & last edited date
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
Deal History: Click 'View more' in the Deal History section to view a summary of deal changes and actions
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
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
Understand how earnings were calculated
If a deal’s earnings or effective rate look unexpected, select View earnings explanation from the Earnings card.
The Earnings Explanation panel shows each component contributing to the deal’s earnings, the applicable rate or tier, the commissionable value, and the step-by-step calculation used to determine the final amount.
The Earnings Explanation will then open in a side panel:
You can also access Earnings Explanations from the Deals page or the Earnings page.
Here's an overview of what information you'll see below the fold:
Payouts: Reps and Team Managers can view the payout status of the deal, and Admins can schedule payouts
Ledger: Admins only can view this section and recognize commission expenses for this deal
What you can review and manage from Deal Details
Use the Deal Details page to:
Review the deal values imported from your source.
See which components contribute to earnings, including their rates and attainment tiers.
Use Earnings Explanation to understand how the final commission was calculated.
Review the deal’s approval status, history, source record data, and payout activity.
Manage the deal by editing information, approving or overriding earnings, and scheduling payouts when your permissions allow.
View and recognize commission expenses in Ledger if you are a workspace Admin.