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Earnings Detail View

Drill down to see exactly how commissions are being calculated on every deal

Updated over a week ago

In this article, we'll go over the Earnings Detail View, which provides transparency to reps on exactly how commissions are being calculated.

Earnings Detail View is also helpful for Operations, Finance, and Admins by providing a detailed audit of how commissions are being calculated.

On the 'Earnings' dashboard, in the Deals table, you'll see a table of all 'Closed/Won' records. If you click into a deal, the deal will expand to show the Earnings Detail View.

Here, we're looking at the 'Rate' and 'Earnings' for each Path associated with this deal.

The 'Rate' is a weighted average rate of each Path a deal is applied to.

Additionally, you can click on the name of the deal on any page in QuotaPath with deal data and get a more detailed look into the earnings for the deal, CRM history, approval status and payout dates.

In either view, you will be able to get a breakdown of how commissions are calculated as well as keep track of where inside a commission plan a deal is receiving credit.

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