Maintain compensation plan audit trails by locking your plan data. Plan data can be locked at any point during your commission payout process and will allow you to:

To learn how to use this feature, continue reading below.

Plan data can be locked at any point during the commission payout process. However, it is most commonly locked after the commission has been fully scheduled to be paid out.

When a data lock is applied to a plan, the plan's data mappings will no longer sync with the data source. This means that any changes to the source data will not reflect in QuotaPath. This includes changes to the deal amount, owner, date, etc. If your plan has payout eligibility rules, it is recommended to apply a data lock to only the date range of deals in which payouts have been fully scheduled. The data lock will prevent payouts from becoming eligible, as the payout eligibility mappings will also pause syncing.

Plans using our Salesforce, HubSpot, or Close 1.0 integration sources or plans with no data mappings are not eligible to use this feature.

To lock a plan, go to the Plans page. When viewing a plan on the Plans page, the plan ‘Start Date’ and ‘End Date’ will automatically populate with the earliest start date and latest end date based on all plan assignees. This can help inform the admin of the appropriate locked date range.

These values will be blank if the plan assignees have no start or end date.

To lock a plan’s data, you can do so from either the Plans page by:

Or from the Plan Details page by:

In the modal, select the start and end date for the locked period, then confirm. It is recommended to only apply a lock for a date range in the past to ensure open deals continue to sync and move to closed won. This locked period will apply to all components/mappings and all plan assignees.

To lock multiple plans, select them on the Plans page and select the ‘Lock Plan Data’ option.

In the modal, select the start and end date for the locked period to apply to all selected plans, then confirm. This locked period will apply to all components/mappings and all plan assignees.

Once a plan’s data has been locked, the ‘Data Lock Dates’ column will be updated to show the start and end date of the locked period.

This locked period will be visible on the Plans page and the Plan Details page.

Once a plan’s data has been locked, any deals that fall within the locked period will be designated with a new orange locked icon on the Deals page.

Deals that have been manually added and are locked will be designated with a different grey icon.

When viewing the Deal Details, you’ll also see the locked period in the sidebar.

Currently, the deal plan data lock icon appears only in the Deals table, not the Approvals, Payouts, or other tables.

Return to the Plans page to edit the locked date range and lock data for a new earnings period.

To edit the locked period for a plan, you can do so from either the Plans page by:

Or from the Plan Details page by:

To edit the locked period for multiple plans, choose the plans on the Plans page and select the option for ‘Lock Plan Data’.

You can trigger a one-time sync of the locked plan data by heading to the Plans page. To re-sync data on a locked plan, you can do so from either the Plans page by:

Or from the Plan Details page by:

This will perform a one-time re-sync of the plan data and include the locked period. You do NOT need to also trigger a sync on the Integrations page.

You can not re-sync data on multiple locked plans.

If you want to remove the data lock on the plan so that all plan data can sync again, go back to the Plans page.

To unlock a plan, you can do so from either the Plans page by:

Or from the Plan Details page by:

If a plan is unlocked, the data will continue to sync again, and deals will be updated accordingly.

To unlock multiple plans, choose the plans on the Plans page and select the option for ‘Unlock Plan Data’.

If a plan is unlocked, the data will continue to sync again, and deals will be updated accordingly.