# QuotaPath Help Center

> Answers, guides, and help ⎯ right here.

## Getting Started

- [Logging in to QuotaPath](https://help.quotapath.com/en/articles/15324958-logging-in-to-quotapath.md): Learn how to login to your QuotaPath workspace
- [QuotaPath Overview](https://help.quotapath.com/en/articles/7038781-quotapath-overview.md): A guide to learning about QuotaPath and setting up your workspace.
- [How to run a commission payout cycle](https://help.quotapath.com/en/articles/7038831-how-to-run-a-commission-payout-cycle.md): Learn how to approve, schedule, and export payouts to complete your commissions cycle.
- [How to Validate and Reconcile Commission Payouts](https://help.quotapath.com/en/articles/7038848-how-to-validate-and-reconcile-commission-payouts.md): Ensure accuracy and alignment with your business goals and financial plan with a few easy steps.
- [How to Build a Plan](https://help.quotapath.com/en/articles/7002344-how-to-build-a-plan.md): Learn how Admins can build a Plan from Scratch
- [How to Connect to a Data Source](https://help.quotapath.com/en/articles/7002340-how-to-connect-to-a-data-source.md): Learn how to connect your data source to QuotaPath
- [How to Sync Components to HubSpot](https://help.quotapath.com/en/articles/7002355-how-to-sync-components-to-hubspot.md): Learn how Admins can sync Components to data in HubSpot
- [How to Sync Components to Salesforce](https://help.quotapath.com/en/articles/7002351-how-to-sync-components-to-salesforce.md): Learn how Admins can sync Components to data in Salesforce
- [Sales Compensation 101](https://help.quotapath.com/en/articles/7038898-sales-compensation-101.md): New to sales compensation? This article will help you understand the basics of variable compensation.
- [FAQs](https://help.quotapath.com/en/articles/2792442-faqs.md): Frequently asked questions
- [Glossary](https://help.quotapath.com/en/articles/2792447-glossary.md): QuotaPath terms and definitions

## Building New Plans

- [Building New Plans Guide](https://help.quotapath.com/en/articles/13162825-building-new-plans-guide.md): Review our step-by-step guide for building & launching new plans
- [Displaying Pipeline deals and enabling forecasting](https://help.quotapath.com/en/articles/15513314-displaying-pipeline-deals-and-enabling-forecasting.md): Admins: Motivate your reps by showing their pipeline in QuotaPath
- [How to create a temporary component](https://help.quotapath.com/en/articles/15984596-how-to-create-a-temporary-component.md): How to apply a one-time date range to Quotas and Earnings components

## Launching QuotaPath

- [Best practices to increase team adoption and usage](https://help.quotapath.com/en/articles/7038893-best-practices-to-increase-team-adoption-and-usage.md): Learn how to use QuotaPath as a tool to help manage and motivate your revenue teams.
- [How to Request Plan Verification](https://help.quotapath.com/en/articles/6688154-how-to-request-plan-verification.md): Learn how Admins can request verification of Plans & upload Plan documents

## Integrations

- [QuotaPath Integrations Overview](https://help.quotapath.com/en/articles/8124777-quotapath-integrations-overview.md): Learn about QuotaPath's data model and how to format your data
- [Managing Integrations](https://help.quotapath.com/en/articles/8868500-managing-integrations.md): Learn how to view, customize and manage your integration data
- [Integration Syncing Overview](https://help.quotapath.com/en/articles/11133636-integration-syncing-overview.md): Learn more about how QuotaPath syncs with your connected integrations
- [How to Map a Component to your Data Source](https://help.quotapath.com/en/articles/6608062-how-to-map-a-component-to-your-data-source.md): Learn how Admins can map components to a connected integration data source
- [Integrations 2.0](https://help.quotapath.com/en/articles/8495673-integrations-2-0.md): Learn about the 2.0 versions of our Salesforce, HubSpot and Close integrations
- [View and Analyze Source Records](https://help.quotapath.com/en/articles/12843920-view-and-analyze-source-records.md): Learn how Admins inspect imported source data, analyze mappings, and review related QuotaPath deals.
- [Integration Versions](https://help.quotapath.com/en/articles/13431053-integration-versions.md): Learn about QuotaPath's integration versions
- [How to add new fields or properties to your data source integration](https://help.quotapath.com/en/articles/15180561-how-to-add-new-fields-or-properties-to-your-data-source-integration.md): Created new fields or properties or columns? Here's how to pull them into QuotaPath.

## Earnings & Attainment

- [View and Analyze Earnings](https://help.quotapath.com/en/articles/6241356-view-and-analyze-earnings.md): Learn how to filter, analyze, and review earnings by plan, component, period, and deal.
- [Forecasting Earnings](https://help.quotapath.com/en/articles/6241673-forecasting-earnings.md): How to forecast earnings to see the potential earnings from Pipeline deals in QuotaPath
- [How QuotaPath Updates Earnings Values](https://help.quotapath.com/en/articles/13564562-how-quotapath-updates-earnings-values.md): Learn when earnings are recalculated and how to view updated values.
- [How to Review Deal Earnings Calculations](https://help.quotapath.com/en/articles/6241638-how-to-review-deal-earnings-calculations.md): See which components, rates, tiers, and deal values contribute to a commission calculation.
- [Earnings Explanation](https://help.quotapath.com/en/articles/13767225-earnings-explanation.md): Learn how QuotaPath calculates earnings for an individual deal
- [View and Analyze Attainment](https://help.quotapath.com/en/articles/6241710-view-and-analyze-attainment.md): Learn how to track quota progress, analyze attainment trends, forecast performance, and review contributing deals.
- [Forecasting Attainment](https://help.quotapath.com/en/articles/6241767-forecasting-attainment.md): How to forecast attainment in QuotaPath
- [Earnings and Attainment Tables](https://help.quotapath.com/en/articles/11025772-earnings-and-attainment-tables.md): Navigate and customize your data more efficiently with our updated Earnings and Attainment tables

## Deals

- [Deals Overview](https://help.quotapath.com/en/articles/6236134-deals-overview.md): How to view the Deals dashboard in QuotaPath
- [How to View and Manage Deal Details](https://help.quotapath.com/en/articles/7919619-how-to-view-and-manage-deal-details.md): Review deal values, earnings calculations, approvals, payouts, history, and source data.
- [Adding a Deal](https://help.quotapath.com/en/articles/2792421-adding-a-deal.md): How to manually add deals to your QuotaPath Workspace
- [Editing a Deal](https://help.quotapath.com/en/articles/2792427-editing-a-deal.md): How to make adjustments to a deal in QuotaPath
- [Deleting a Deal](https://help.quotapath.com/en/articles/2792428-deleting-a-deal.md): How to delete a deal from your QuotaPath Workspace
- [Exporting Deals and Earnings for Admins](https://help.quotapath.com/en/articles/6236135-exporting-deals-and-earnings-for-admins.md): For Admins: How to export deals and earnings in QuotaPath
- [Searching for Deals in QuotaPath](https://help.quotapath.com/en/articles/7914817-searching-for-deals-in-quotapath.md): Learn how to find deals and source records using search terms and operators.
- [Components of a Deal](https://help.quotapath.com/en/articles/2792414-components-of-a-deal.md): Understand each necessary component of a Deal in QuotaPath
- [Bulk Deal Upload](https://help.quotapath.com/en/articles/4468104-bulk-deal-upload.md): How to upload deals into QuotaPath using a CSV template
- [Deal Flagging](https://help.quotapath.com/en/articles/5920295-deal-flagging.md): How to proactively surface and resolve commission discrepancies within QuotaPath with Deal Flagging
- [How to Manually Split Commission on a Deal](https://help.quotapath.com/en/articles/16098936-how-to-manually-split-commission-on-a-deal.md): Learn how to manually split deal attainment and earnings between reps

## Approvals

- [Approvals Overview](https://help.quotapath.com/en/articles/9450038-approvals-overview.md): How to view approval tasks, approve and un-approve earnings
- [Approve Earnings](https://help.quotapath.com/en/articles/6236136-approve-earnings.md): Learn how to approve earnings in QuotaPath
- [Discrepancies Overview](https://help.quotapath.com/en/articles/15325214-discrepancies-overview.md): Learn more about how to resolve earnings discrepancies
- [Dismissing a Discrepancy](https://help.quotapath.com/en/articles/15679979-dismissing-a-discrepancy.md): How to dismiss a discrepancy

## Payouts

- [Payouts Overview](https://help.quotapath.com/en/articles/6193525-payouts-overview.md): How to approve deals, schedule payouts and export payroll
- [Payouts Eligibility](https://help.quotapath.com/en/articles/6457485-payouts-eligibility.md): How to determine when a deal is eligible to be paid in QuotaPath
- [Schedule a Payout](https://help.quotapath.com/en/articles/6193541-schedule-a-payout.md): How to schedule a payout in QuotaPath
- [Clawbacks Overview](https://help.quotapath.com/en/articles/15325102-clawbacks-overview.md): Learn more about how clawbacks are generated
- [Schedule a Clawback](https://help.quotapath.com/en/articles/6193646-schedule-a-clawback.md): How to schedule a clawback in QuotaPath
- [Create a Payout or Clawback](https://help.quotapath.com/en/articles/6193714-create-a-payout-or-clawback.md): How to create a Payout or Clawback in QuotaPath
- [Export Unscheduled Payouts](https://help.quotapath.com/en/articles/6193833-export-unscheduled-payouts.md): How to export unscheduled payouts in QuotaPath
- [Export Scheduled Payouts](https://help.quotapath.com/en/articles/6193843-export-scheduled-payouts.md): How to export scheduled payouts in QuotaPath
- [How to send payouts to Rippling](https://help.quotapath.com/en/articles/11099473-how-to-send-payouts-to-rippling.md): Learn how to send QuotaPath payouts into a Rippling pay run
- [Dismissing a Clawback](https://help.quotapath.com/en/articles/15679938-dismissing-a-clawback.md): How to dismiss a clawback and later manage dismissals
- [How to delete scheduled Payouts](https://help.quotapath.com/en/articles/15985224-how-to-delete-scheduled-payouts.md): Delete scheduled payouts from the Export tab on the Payouts page

## Home

- [Home for Admins Overview](https://help.quotapath.com/en/articles/7909495-home-for-admins-overview.md): Understand how Admins can use Home
- [Home for Members & Managers Overview](https://help.quotapath.com/en/articles/8106410-home-for-members-managers-overview.md): Understand how Members and Team Managers can use Home

## Settings

- [Editing Workspace Currency](https://help.quotapath.com/en/articles/6193730-editing-workspace-currency.md): How to edit and set Workspace currency in QuotaPath
- [Adjusting Fiscal Year](https://help.quotapath.com/en/articles/6193732-adjusting-fiscal-year.md): How to adjust and set custom fiscal years in QuotaPath
- [Mapping Manager](https://help.quotapath.com/en/articles/9397390-mapping-manager.md): Learn how Admins can manage their integration mappings
- [Multi-Currency](https://help.quotapath.com/en/articles/6511711-multi-currency.md): How to set and manage your teams' local currencies and exchange rates in currency manager. Keywords: multicurrency, multiple currencies
- [Managing Approvals Workflow](https://help.quotapath.com/en/articles/6193734-managing-approvals-workflow.md): Learn how to manage your workspace approvals workflow
- [Turning off Plan Verification](https://help.quotapath.com/en/articles/6193740-turning-off-plan-verification.md): How to turn Plan Verification off and on in QuotaPath
- [Adding Custom Additional Fields](https://help.quotapath.com/en/articles/6193745-adding-custom-additional-fields.md): How to add custom additional fields that will be used throughout your QuotaPath Workspace
- [Okta Single Sign-On](https://help.quotapath.com/en/articles/8182987-okta-single-sign-on.md): How to set up Single Sign-On using Okta for your QuotaPath workspace
- [Field Manager](https://help.quotapath.com/en/articles/8421824-field-manager.md): Learn how Admins can manage their workspace fields
- [Microsoft Single Sign-On](https://help.quotapath.com/en/articles/10471216-microsoft-single-sign-on.md): How to set up Single Sign-On using Microsoft for your QuotaPath workspace
- [Period Summary Emails](https://help.quotapath.com/en/articles/12978292-period-summary-emails.md): Learn when monthly earnings summaries are sent and how to manage them.

## Members

- [Adding Members](https://help.quotapath.com/en/articles/6175508-adding-members.md): How to add members in QuotaPath
- [Setting Workspace Role](https://help.quotapath.com/en/articles/6175534-setting-workspace-role.md): How to set Workspace roles in QuotaPath
- [Removing and/or Deactivating Members](https://help.quotapath.com/en/articles/6175569-removing-and-or-deactivating-members.md): How to remove and/or deactivate Members in QuotaPath
- [Sending Invites](https://help.quotapath.com/en/articles/6175630-sending-invites.md): How to send invites to members in QuotaPath
- [Member Details](https://help.quotapath.com/en/articles/8106413-member-details.md): Learn how to view a Member's details for quick insights
- [Exporting Member Data in QuotaPath](https://help.quotapath.com/en/articles/15985749-exporting-member-data-in-quotapath.md): How to export and view Member data

## Teams

- [Creating a Team](https://help.quotapath.com/en/articles/6242352-creating-a-team.md): How to create teams in QuotaPath for Admins
- [Adding Team Members](https://help.quotapath.com/en/articles/6244483-adding-team-members.md): How to add team members to team & set team assignment dates
- [Adding Team Managers](https://help.quotapath.com/en/articles/6582133-adding-team-managers.md): Learn how to assign team managers to team & set permission levels
- [Adding a Leaderboard](https://help.quotapath.com/en/articles/6244554-adding-a-leaderboard.md): How to add a leaderboard to a team
- [Setting the Data Source for Leaderboards](https://help.quotapath.com/en/articles/6244603-setting-the-data-source-for-leaderboards.md): Learn how to set the data source to populate a leaderboard
- [Understanding the Team Attainment view](https://help.quotapath.com/en/articles/3332507-understanding-the-team-attainment-view.md): How to view team attainment leaderboards
- [Team Contests](https://help.quotapath.com/en/articles/8681823-team-contests.md): Learn how Admins can create contests for friendly competition!
- [Editing a Team](https://help.quotapath.com/en/articles/6242386-editing-a-team.md): How to edit a team in QuotaPath
- [Deleting a Team](https://help.quotapath.com/en/articles/6244463-deleting-a-team.md): How to delete a team in QuotaPath

## Ledger

- [Using Ledger for Commission Expense Recognition](https://help.quotapath.com/en/articles/5795134-using-ledger-for-commission-expense-recognition.md): How to use Ledger to recognize expenses from commissions and bonuses earned by reps in QuotaPath

## Reports

- [Custom Reports](https://help.quotapath.com/en/articles/8732689-custom-reports.md): Learn how Admins can build custom reports

## Product Walkthrough Videos

- [How to Add New Users](https://help.quotapath.com/en/articles/6685085-how-to-add-new-users.md): Learn how Admins can add new users & set the user's role
- [How to Assign a User to Their Plan](https://help.quotapath.com/en/articles/6685106-how-to-assign-a-user-to-their-plan.md): Learn how an Admin can assign a user to their plan
- [How to Assign Quotas & Rates](https://help.quotapath.com/en/articles/6687965-how-to-assign-quotas-rates.md): Learn how Admins can assign Quotas & Rates
- [How to Build Teams](https://help.quotapath.com/en/articles/6688104-how-to-build-teams.md): Learn how Admins can build Teams
- [How to view Earnings & Attainment](https://help.quotapath.com/en/articles/7002358-how-to-view-earnings-attainment.md): Learn how Admins can view and audit Earnings & Attainment
- [How to Approve Deals](https://help.quotapath.com/en/articles/6688197-how-to-approve-deals.md): Learn how Admins can approve Deals
- [How to Override Deal Values](https://help.quotapath.com/en/articles/7002373-how-to-override-deal-values.md): Learn how Admins can override deal values
- [How to Override Earnings](https://help.quotapath.com/en/articles/7002375-how-to-override-earnings.md): Learn how Admins can override earnings
- [How to Resolve Discrepancies](https://help.quotapath.com/en/articles/6720032-how-to-resolve-discrepancies.md): Learn how Admins can resolve discrepancies in earnings
- [How to Resolve Flags on Deals](https://help.quotapath.com/en/articles/6688132-how-to-resolve-flags-on-deals.md): Learn how Admins can resolve Flags on Deals
- [How to Schedule Payouts](https://help.quotapath.com/en/articles/6720021-how-to-schedule-payouts.md): Learn how Admins can schedule payouts in QuotaPath
- [How to Resolve Clawbacks](https://help.quotapath.com/en/articles/6720034-how-to-resolve-clawbacks.md): Learn how Admins can resolve Clawbacks or Overpaid Payouts
- [How to Export Payouts](https://help.quotapath.com/en/articles/6720027-how-to-export-payouts.md): Learn how Admins can export Payouts for payment
- [How to Recognize Expenses for ASC 606](https://help.quotapath.com/en/articles/6720036-how-to-recognize-expenses-for-asc-606.md): Learn how Admins can recognize Expenses in Ledger for ASC 606
- [How to Archive Plans](https://help.quotapath.com/en/articles/7002372-how-to-archive-plans.md): Learn how Admins can archive plans no longer in use
- [How to Deactivate a User](https://help.quotapath.com/en/articles/6720039-how-to-deactivate-a-user.md): Learn how Admins can deactivate a User
- [New Page Filtering Experience](https://help.quotapath.com/en/articles/11026128-new-page-filtering-experience.md): Our improved filter interface lets you view and manage filters more easily while enhancing performance and eliminating filter resets
- [How to View Your Team's Plans](https://help.quotapath.com/en/articles/6681337-how-to-view-your-team-s-plans.md): Learn how Team Managers can view their Team's Plans
- [How to View Your Team's Earnings & Attainment](https://help.quotapath.com/en/articles/6681375-how-to-view-your-team-s-earnings-attainment.md): Learn how Team Managers can view their Team's Earnings & Attainment
- [How to Approve Your Team's Deals](https://help.quotapath.com/en/articles/6685049-how-to-approve-your-team-s-deals.md): Learn how Team Managers can approve their Team's Deals
- [How to Resolve Your Team's Flagged Deals](https://help.quotapath.com/en/articles/6685071-how-to-resolve-your-team-s-flagged-deals.md): Learn how Team Managers can resolve their Team's Flags or flag their Team's Deals
- [Exporting Deals and Earnings for Team Managers](https://help.quotapath.com/en/articles/15512521-exporting-deals-and-earnings-for-team-managers.md): For Team Managers: How to export deals and earnings in QuotaPath
- [How to view & forecast your Earnings](https://help.quotapath.com/en/articles/7002366-how-to-view-forecast-your-earnings.md): Learn how to view & forecast your Earnings in QuotaPath
- [How to view & forecast your Attainment](https://help.quotapath.com/en/articles/7002367-how-to-view-forecast-your-attainment.md): Learn how to view & forecast your Quota Attainment in QuotaPath
- [How to Flag Your Deals](https://help.quotapath.com/en/articles/7002369-how-to-flag-your-deals.md): Learn how reps can flag Deals to their Managers or Admins
- [How to view your Approved Deals & Payouts](https://help.quotapath.com/en/articles/7002370-how-to-view-your-approved-deals-payouts.md): Learn how you can view your Approved Deals & Scheduled Payouts
- [Export Deals and Earnings as a Member](https://help.quotapath.com/en/articles/15513070-export-deals-and-earnings-as-a-member.md): Learn how Members export their own deal and earnings records to a CSV file.

## Troubleshooting

- [Incorrect Earnings](https://help.quotapath.com/en/articles/6980483-incorrect-earnings.md): Troubleshooting tips when earnings appear to be incorrect
- [Troubleshooting Google Sheets integration](https://help.quotapath.com/en/articles/15001163-troubleshooting-google-sheets-integration.md): How to solve Google sheet integration sync errors
- [Troubleshooting Excel Sync Errors in QuotaPath](https://help.quotapath.com/en/articles/15170895-troubleshooting-excel-sync-errors-in-quotapath.md): Quick steps to troubleshoot and fix your Excel sync errors
- [Troubleshooting Roll-Up Components](https://help.quotapath.com/en/articles/15059471-troubleshooting-roll-up-components.md): Learn how to troubleshoot issues with roll-ups

## Customer Resources

- [Customer Support](https://help.quotapath.com/en/articles/8097812-customer-support.md): Learn about customer support resources at QuotaPath
- [Whitelisting QuotaPath Customer Emails](https://help.quotapath.com/en/articles/8546534-whitelisting-quotapath-customer-emails.md): How to whitelist QuotaPath domain and IP address to avoid QuotaPath emails in your Spam folder.

## Atlas

- [What is Atlas?](https://help.quotapath.com/en/articles/14327363-what-is-atlas.md): Learn what Atlas is and how it helps you design, analyze, and optimize compensation plans.
- [Getting Started](https://help.quotapath.com/en/articles/14327537-getting-started.md): Create your account, set up your workspace, and start your first conversation in Atlas.
- [Chat](https://help.quotapath.com/en/articles/14327564-chat.md): Use chat to ask questions, upload data, and interact with Atlas.
- [Comp Plan Grader](https://help.quotapath.com/en/articles/14327571-comp-plan-grader.md): Evaluate your compensation plan against benchmarks and get actionable recommendations.
- [Performance Modeling](https://help.quotapath.com/en/articles/14327585-performance-modeling.md): Test how compensation plans perform under different scenarios before rolling them out.
- [Briefs](https://help.quotapath.com/en/articles/14327612-briefs.md): Turn chat outputs into structured, shareable, interactive documents for your team.
- [Spaces and Models](https://help.quotapath.com/en/articles/14327623-spaces-and-models.md): Organize your work by team, project, or scenario using spaces and models.
- [Data Sources](https://help.quotapath.com/en/articles/14327628-data-sources.md): Upload and manage the data that Atlas uses to provide context and analysis.
- [Billing and Plans](https://help.quotapath.com/en/articles/14327646-billing-and-plans.md): Understand Atlas pricing, plans, and how billing works.
- [Settings](https://help.quotapath.com/en/articles/14327635-settings.md): Manage your profile, workspace configuration, and subscription.
- [Security, Privacy & Terms](https://help.quotapath.com/en/articles/15319179-security-privacy-terms.md): What you need to know about data handling, AI providers, and legal coverage for Atlas.

## Account & Billing

- [Invoice, Billing and Account FAQs](https://help.quotapath.com/en/articles/16111832-invoice-billing-and-account-faqs.md): Answers to the most frequently asked questions around invoicing, billing and QuotaPath customer accounts