How to Approve Deals
This article walks you through the deal approval process in QuotaPath.
Enabling the Approval Workflow
If you have the approval workflow turned on, you will have an Approvals page on the left-hand navigation. To enable this:
Go to Settings and then Preferences.
Scroll down and click Manage Approval Workflow.
Once enabled, the Approvals page will appear in your navigation.
If you are on the Premium package, you also have the option to create a custom approvals workflow, where different people approve at different stages before a deal is fully approved.
Navigating to the Approvals Page
To approve deals, you can start from the homepage. While viewing data for a specific time period, such as last quarter, you may see the number of deals you need to approve. Click that link to go to the Approvals page, or navigate directly from the left-hand menu.
From the Approvals page, you can filter on different deal owners, plans, components, and dates. When approving deals, make sure you are looking at the time period you want to approve, whether it is last month, this month, this quarter, or last quarter.
Viewing Deals by Member or by Deal
The Approvals page allows you to view deals by members or by deals.
When viewing by members, you can drag and drop to rearrange columns on the page. You can also pin columns — for example, if you want to see earnings, pin that column. The pinned column stays in place even if you leave and return to the page.
You can click into any individual to view the specific deals that make up their total earnings. In this section, you are also able to rearrange columns, remove certain columns you do not want to see, and pin columns to the right or left — for example, you can pin rates and earnings together for easy review.
Approving Deals
There are several ways to approve deals:
Individually – if you have reviewed all of one rep’s deals and everything looks good, click Approve next to that rep. If you select multiple individuals, you can click Approve to approve all selected reps at once.
In bulk – select all deals and click the bulk Approve button.
At the deal level – if some deals look good but others still need investigation, review and select only the deals you want to approve. For example, if July deals look good but August deals still need review, select all and deselect the August deals, then approve.
The approved deals will then appear on the Payouts page, ready to be scheduled for payout.
Page Size
When viewing deals, the default page size is 20. If a rep has more than 20 deals, you can increase the page size to 100. If anyone has more than 100 deals, you will have multiple pages to look through.
Approving All Deals at Once
Once you are ready to approve all deals, you can do it at the individual member level, or if everything looks good across the board, you can approve everything at once. After approval, those deals are ready to be paid out.
Discrepancies
Discrepancies will also appear on the approvals page.
There is a separate help center article that walks through how to handle discrepancies and how to dismiss discrepancies.
That is how you approve deals in QuotaPath.