The Deals page provides a central place to review deal activity, details, attribution, earnings, and source data in QuotaPath.
Choose a dashboard view
Choosing Deals in the left-hand navigation opens a different starting view depending on your role:
Admins land on the workspace-wide deals view (All Deals), including administrative controls.
Team managers who can view team earnings land on the team deals view.
Members (and anyone else) land on their own deals (My Deals).
From there, these views are available:
Tab | Who can access it | What it shows |
My Deals | Members, team managers, and Admins | Deals attributed to the current member |
Team | Team managers who can view team earnings | Deals for the manager’s team |
All Deals | Admins | All deals in the workspace, including administrative controls |
Filter the dashboard
Use the available pill-shaped bubble filters to narrow the results by timeframe, owner, plan, component, or deal stage:
Filter | Use it to |
Dates | View deals by month, quarter, year, all time, or a custom date range |
Owners | Review deals attributed to selected members |
Plans | Filter by specific plans and components, including active or archived plans |
Stages | View Closed/Won, Pipeline, or Closed/Lost deals |
The dashboard summary figures and the Deals table automatically update based on your selected filters.
Review the Deals table
Scroll to the Deals table to review the records matching your selected filters. The available columns may vary depending on the plan and components you’re viewing. The fields below are the standard fields in each workspace. You will also have available any Deal Attainment and Earnings Amount fields you've mapped, and any Additional Fields that were added to your Mappings.
Use the column selector icon on the top right corner of the Deals table to select columns you wish to view.
Column | What it shows |
Deal name | The name of the deal |
Deal date | The date associated with the deal |
Locked | Whether the deal is locked so only Admins can edit it |
Flag | Whether a member or Admin has flagged the deal for review |
Source | Where the deal originated, such as a CRM, API, or CSV upload |
CRM ID | The source-object Record ID imported automatically from your CRM |
Stage | The deal’s current stage |
Owner | The member attributed to the deal |
Last Edited | When the deal was last imported, synced, or uploaded |
Plan-specific fields | Additional fields associated with the selected plan or component |
Understand earnings information
Column | What it shows |
Earnings | The current calculated earnings based on the latest available data |
Approved | The earnings amount captured when the deal was approved |
Discrepancy | The difference created when earnings change after approval |
Customize the Deals table
Customize the Deals table to display the information most relevant to your review. Use the column selector in the upper-right corner to show or hide available fields and create a more focused table view.
You can also resize columns to make values easier to read and select a column header to sort the table. These options are especially helpful when reviewing a large number of deals or comparing specific values.
Review earnings calculations
To understand why a deal received a specific earnings amount or commission rate, open its Earnings Explanation. This view identifies the contributing plan components, the rates applied, and the calculation steps used to determine the final earnings.
Hover over the earnings amount and select the Earnings Explanation icon to open the calculation details:
You can also open an Earnings Summary directly from the Deals table. Select the three-dot menu beside the deal, then choose Earnings Summary to review its earnings details.
For additional ways to review earnings calculations, visit the Earnings page or Deal Details pages articles.
Bulk override deal values or earnings
Admins can select deals on the All Deals or My Deals tables and use the selection menu to override deal values or earnings in bulk, or to remove overrides.
Bulk override of deal values is not available if any selected deal is a roll-up deal.
Bulk override of earnings is available only when every selected deal is Closed/Won.
Bulk remove overrides clears earnings overrides for the selection. When the override is for the deal owner, it also clears deal-value overrides and the deal-level override note.
For the single-deal flow, see How to Override Deal Values and How to Override Earnings.
Manually adding Deals
On the Deals page, you'll see a green +Add Deal button on the right. To learn how to use that to manually add deals, click here. This feature is reserved for Admins.
Bulk Deal Upload
On the Deals page, you can also create manual deals in bulk. This option is in the dropdown next to +Add Deal. Reference our Bulk Deal Upload article for a how-to. This feature is reserved for Admins.
Export to CSV
Also in the dropdown next to +Add Deal is the option to Export your filtered deal set to CSV. This is especially helpful when validating data in bulk against an external source. See our article on how to export from QuotaPath for more exporting options. This feature is reserved for Admins.
Multi-Currency toggle
Below the +Add Deal button on the Deals page is the multi-currency selector, if you've set up more than one currency in your Settings. This allows you to view Earnings in any currency you've setup. For more on multi-currency setup, reference this article.
Summary
The Deals dashboard provides a central place to review deal activity, attribution, source data, and earnings. Use the view that matches your role (My Deals, Team, or All Deals), filter to the records you need, customize the Deals table, and open Earnings Explanations when you need to understand a calculation. Admins can also bulk-override values or earnings from the table selection menu.
Before reviewing recent CRM changes, check the integration status to confirm when your data was last refreshed.