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 your commission payout process. Most commonly, data will be 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 on the appropriate locked date range.

If the plan assignees have no start or end date, these values will be blank.

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 in order to ensure open deals continue to sync and move to closed won. This locked period will apply to all paths/mappings and all plan assignees.

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

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 paths/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 will only appear in the Deals table, and not the Approvals, Payouts or other tables.

In order to edit the locked date range and lock data for a new earnings period, head back to the Plans page.

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 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 trigger a sync on the Integrations page too.

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

If you would like to remove the data lock on the plan so that all plan data will continue to sync again, head 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 update deals accordingly.

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

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